Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Ashburn, Virginia, situated just outside of the Washington D.C. metropolitan area, is the Data Center Capital of the World. Since the cost of living is rather high here, at 55% higher than the national average, finding a trusted financial advisor could prove to be a crucial financial objective. There are over 1800 financial advisors to choose from in the Northern Virginia area, and the decision making process for choosing the right fiduciary financial advisor for you could perhaps be a bit daunting. That's where WiserAdvisor can help. We specialize in connecting people to fiduciary financial advisors that meet their requirements. Each advisor has been screened and vetted. Our mission is to help people like you find an advisor to work with your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Ashburn, Virginia.
Ashburn
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
8
non-vetted advisors in your local area. These financial advisors in
Ashburn, Virginia
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Ashburn, Virginia
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Ashburn, Virginia.
| Qualified Financial Advisors in Ashburn, Virginia | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Darren Colananni
CFP®, CPWA®, CIMA®, ChFC® CENTURION WEALTH MANAGEMENT 7901 Jones Branch Drive, Suite 800, McLean, VA 22102 |
12 | 350,000,000 | Not Specified | Fee-Only |
| Jeffrey Lippman
CFP®, ChFC® CAPITOL FINANCIAL CONSULTANTS, INC. 8180 Greensboro Drive, Suite 1150, McLean, VA 22102 |
16 | Not Specified | $500,000 | Fee-Based |
| Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP® EGAN, BERGER AND WEINER, LLC 1919 Gallows Rd, Suite 980, Vienna, VA 22043 |
23 | Not Specified | $250K and up | Fee-Based |
| Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT, LLC 4100 W Street N.W. 213, Washington, DC 20007 |
11 | $53,000,000 | 50,000 | Fee-Based |
| Doug Miller J.D.
CFP®, CLU® NORTHWESTERN MUTUAL 6011 University Blvd Suite 370, Ellicott City, MD 21043 |
21 | $61,000,000.00 | $500,000.00 | Fee-Based |
| Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 | Not Specified | 250000 | Fee-Based |
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
7901 Jones Branch Drive,
Suite 800,
McLean,
VA
22102
Phone Number
571-765-2301
Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Ashburn, VA where he sits on the Leadship Committee for Chance For Life, is an active member of JDRF (Juvenile Diabetes Research Foundation), and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.
There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5124838
Firm CRD# 109800
Compensation/Fee Fee-Based
Office Location
8180 Greensboro Drive, Suite 1150,
McLean,
VA
22102
Phone Number
703-821-2000
Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2207998
Firm CRD# 13572
Series 6, 7, 26, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
1919 Gallows Rd, Suite 980,
Vienna,
VA
22043
Phone Number
703-506-0843
Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER™ Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.
Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
4100 W Street N.W. 213,
Washington,
DC
20007
Phone Number
202-926-3725
Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.
Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number
443-956-1216
Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.
In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number
410-659-8905
I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
Top Financial Advisor Firms in Ashburn, Virginia (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| HALPERN FINANCIAL, INC.
20365 Exchange Street , Suite 200, Ashburn, VA 20147 |
$863,208,647 | 1140 |
A percentage of AUM Hourly charges |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
20405 Exchange Street , Suite 371, Ashburn, VA 20147 |
$313,303,141 | 548 |
A percentage of AUM Hourly charges |
| THE LEWIS FINANCIAL GROUP
20755 Williamsport Place , Suite 140, Ashburn, VA 20147 |
$265,492,656 | 436 |
A percentage of AUM Hourly charges Fixed fees |
| ARBOR PRIVATE WEALTH, LLC
44679 Endicott Drive , Suite 300, Ashburn, VA 20147 |
$100,948,744 | 167 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Benjamin Devine Inquire with Benjamin |
20130 Lakeview Center Plz, Ste 400, Ashburn, VA 20147 | 703-896-7955 |
| Allstate Personal Financial Representative: Ricardo Paz Soldan Inquire with Allstate |
44075 Pipeline Plz, Ste 315, Ashburn, VA 20147 | 703-723-8414 |
| Edward Jones Inquire with Edward |
44110 Ashburn Shopping Plaza, Suite 219, Ashburn, VA 20147 | 703-723-5590 |
| Edward Jones Inquire with Edward |
20755 Williamsport Pl, Suite 150, Ashburn, VA 20147 | 703-723-5105 |
| Edward Jones Inquire with Edward |
44110 Ashburn Shopping Plaza, Suite 219, Ashburn, VA 20147 | 703-723-5590 |
| Edward Jones Inquire with Edward |
44121 Harry Byrd Hwy, Suite 220, Ashburn, VA 20147 | 571-223-3266 |
| Edward Jones Inquire with Edward |
43330 Junction Plaza, Suite 112, Ashburn, VA 20147 | 571-291-9844 |
| Edward Jones Inquire with Edward |
44121 Harry Byrd Hwy, Suite 220, Ashburn, VA 20147 | 571-223-3266 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
