How do I choose a financial planner for retirement?

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

How do I know if my financial advisor is a fiduciary?

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.

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Find Top Financial Advisors in Culpeper, Virginia

Q: What does a financial advisor do?

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.

Q: Is it worth paying for 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 breast 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.

Q: What is the difference between a financial planner and a 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

Q: When should I hire 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.

Q: How do I choose the right 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.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Culpeper, Virginia, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Culpeper, Virginia

Culpeper has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Culpeper, Virginia have an average of 13 years of experience.

NOTE: The list of vetted financial advisors in Culpeper, Virginia mentioned below does 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 Culpeper, Virginia.

Qualified Financial Advisors in Culpeper, Virginia

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC4000 Legato RoadFairfax, VA 22033 19775 Belmont Executive PlazaAshburn, VA 20147 1750 Tysons BoulevardTysons Corner, VA 22102 1800 Diagonal RoadAlexandria, VA 22314 6550 Rock Spring DriveBethesda, MD 20817 200 Westgate PkwyHenrico, VA 23233 12510 Prosperity DriveSilver Spring, MD 20904	N/A	$0	Not Specified	Fee-Only
Michael T. JobeGlover Park Wealth Management, LLC4201 Wilson BlvdArlington, VA 22203	13 Years	$145,000,000	$25,000	Fee-Based

Financial Advisor

Edelman Financial Engines, LLC

4000 Legato RoadFairfax, VA 22033

19775 Belmont Executive PlazaAshburn, VA 20147

1750 Tysons BoulevardTysons Corner, VA 22102

1800 Diagonal RoadAlexandria, VA 22314

6550 Rock Spring DriveBethesda, MD 20817

200 Westgate PkwyHenrico, VA 23233

12510 Prosperity DriveSilver Spring, MD 20904

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Michael T. JobeGlover Park Wealth Management, LLC4201 Wilson BlvdArlington, VA 22203

Experience13 Years

AUM$145,000,000

Minimum Assets$25,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Culpeper, Virginia

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets, Fee-Based

Office Locations

4000 Legato Road,8th Floor,Fairfax,VA 22033Phone Number877-208-7414

19775 Belmont Executive Plaza,Suite 530,Ashburn,VA 20147Phone Number877-208-7414

1750 Tysons Boulevard,Suite 1140,Tysons Corner,VA 22102Phone Number877-208-7414

1800 Diagonal Road,Suite 480,Alexandria,VA 22314Phone Number877-208-7414

6550 Rock Spring Drive,Suite 510,Bethesda,MD 20817Phone Number877-208-7414

200 Westgate Pkwy,Suite 202,Henrico,VA 23233Phone Number877-208-7414

12510 Prosperity Drive,Suite 350,Silver Spring,MD 20904Phone Number877-208-7414

VETTED

Michael T. Jobe

Glover Park Wealth Management, LLC

About Michael T. Jobe

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 Arlington, VA. 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.

About Glover Park Wealth Management, LLC

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 Arlington, VA.

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# 5179276 Firm CRD# 309793Series 66

Compensation/Fee

Fee-Based, Based on Assets

Office Location

4201 Wilson Blvd,3rd Floor,Arlington,VA 22203

Phone Number

202-926-3725

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Culpeper, Virginia

Culpeper, Virginia is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Culpeper, Virginia are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Culpeper, Virginia, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


SANDS CAPITAL MANAGEMENT, LLCArlington, VA	181	354	$45,003,485,534	A percentage of AUM, Performance Based
INVESTURE, LLCCharlottesville, VA	47	53	$32,231,415,180	A percentage of AUM, Performance Based
STRATEGIC INVESTMENT MANAGEMENT, LLCArlington, VA	99	84	$26,988,658,396	A percentage of AUM, Fixed fees, Performance Based
VEST FINANCIAL LLCMclean, VA	27	94	$24,381,015,458	A percentage of AUM
THOMPSON SIEGEL & WALMSLEY LLCRichmond, VA	68	4775	$20,812,400,000	A percentage of AUM, Performance Based
CORNERSTONE PARTNERSCharlottesville, VA	30	22	$20,033,497,535	A percentage of AUM, Performance Based
DAVENPORT & COMPANY LLCRichmond, VA	494	20878	$19,332,677,961	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
THE LONDON COMPANY OF VIRGINIARichmond, VA	53	7987	$15,615,206,587	A percentage of AUM, Performance Based
AKRE CAPITAL MANAGEMENT, LLCMiddleburg, VA	12	268	$14,784,344,321	A percentage of AUM, Performance Based
MASON INVESTMENT ADVISORY SERVICES INCReston, VA	79	1027	$12,155,269,613	A percentage of AUM, Fixed fees
AGINCOURT CAPITAL MANAGEMENT, LLCRichmond, VA	17	396	$8,988,905,427	A percentage of AUM, Performance Based
HOMESTEAD ADVISERS CORP.Arlington, VA	41	20	$7,208,407,391	A percentage of AUM, Other (COST REIMBURSABLE.)
CARY STREET PARTNERSRichmond, VA	144	12547	$6,977,336,124	A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)
BROWN ADVISORYNorfolk, VA	40	1767	$6,878,164,648	A percentage of AUM, Fixed fees, Performance Based
EJF CAPITAL LLCArlington, VA	46	236	$6,809,997,877	A percentage of AUM, Performance Based, Other (PLATFORM FEES)

Firm Name

SANDS CAPITAL MANAGEMENT, LLCArlington, VA

No. of Advisors181

AUM$45,003,485,534

No. of Clients354

Fee StructureA percentage of AUM, Performance Based

Firm Name

INVESTURE, LLCCharlottesville, VA

No. of Advisors47

AUM$32,231,415,180

No. of Clients53

Fee StructureA percentage of AUM, Performance Based

Firm Name

STRATEGIC INVESTMENT MANAGEMENT, LLCArlington, VA

No. of Advisors99

AUM$26,988,658,396

No. of Clients84

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

VEST FINANCIAL LLCMclean, VA

No. of Advisors27

AUM$24,381,015,458

No. of Clients94

Fee StructureA percentage of AUM

Firm Name

THOMPSON SIEGEL & WALMSLEY LLCRichmond, VA

No. of Advisors68

AUM$20,812,400,000

No. of Clients4775

Fee StructureA percentage of AUM, Performance Based

Firm Name

CORNERSTONE PARTNERSCharlottesville, VA

No. of Advisors30

AUM$20,033,497,535

No. of Clients22

Fee StructureA percentage of AUM, Performance Based

Firm Name

DAVENPORT & COMPANY LLCRichmond, VA

No. of Advisors494

AUM$19,332,677,961

No. of Clients20878

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)

Firm Name

THE LONDON COMPANY OF VIRGINIARichmond, VA

No. of Advisors53

AUM$15,615,206,587

No. of Clients7987

Fee StructureA percentage of AUM, Performance Based

Firm Name

AKRE CAPITAL MANAGEMENT, LLCMiddleburg, VA

No. of Advisors12

AUM$14,784,344,321

No. of Clients268

Fee StructureA percentage of AUM, Performance Based

Firm Name

MASON INVESTMENT ADVISORY SERVICES INCReston, VA

No. of Advisors79

AUM$12,155,269,613

No. of Clients1027

Fee StructureA percentage of AUM, Fixed fees

Firm Name

AGINCOURT CAPITAL MANAGEMENT, LLCRichmond, VA

No. of Advisors17

AUM$8,988,905,427

No. of Clients396

Fee StructureA percentage of AUM, Performance Based

Firm Name

HOMESTEAD ADVISERS CORP.Arlington, VA

No. of Advisors41

AUM$7,208,407,391

No. of Clients20

Fee StructureA percentage of AUM, Other (COST REIMBURSABLE.)

Firm Name

CARY STREET PARTNERSRichmond, VA

No. of Advisors144

AUM$6,977,336,124

No. of Clients12547

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)

Firm Name

BROWN ADVISORYNorfolk, VA

No. of Advisors40

AUM$6,878,164,648

No. of Clients1767

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

EJF CAPITAL LLCArlington, VA

No. of Advisors46

AUM$6,809,997,877

No. of Clients236

Fee StructureA percentage of AUM, Performance Based, Other (PLATFORM FEES)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?