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.
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
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.
Stafford
has
14
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Stafford,
Virginia
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Stafford,
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
Stafford, Virginia.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 13 Years | $125,000,000 | $25,000 | Fee-Based | |
|
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP® EGAN, BERGER AND WEINER, LLC 1919 Gallows Rd, Suite 980, Vienna, VA 22043 |
31 Years | $800,000,000 | $0 | Fee-Based |
| 35 Years | $0 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 10 Years | $34,660,000 | $0 | Fee-Only | |
|
Edelman Financial Engines, LLC
6550 Rock Spring Drive, Suite 510, Bethesda, MD 20817 19775 Belmont Executive Plaza, Ashburn, VA 20147 12510 Prosperity Drive, Silver Spring, MD 20904 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 30 Years | $105,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1800 Diagonal Road,
Suite 480,
Alexandria,
VA
22314
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
4201 Wilson Blvd,
3rd Floor,
Arlington,
VA
22203
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 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.
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
Qualifications
CRD# 2207998
Firm CRD# 105644
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
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
1945 Old Gallows Road,
Suite 505,
Vienna,
VA
22182
Phone Number
703-288-0500
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1750 Tysons Boulevard,
Suite 1140,
Tysons Corner,
VA
22102
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Compensation/Fee Fee-Only, Flat Fee
Office Location
6731 Whittier Ave,,
McLean,
VA
22101
Phone Number
703-344-6844
Christopher M. Passarelli is the visionary founder and driving force behind Bull Run Investment Management, where he serves as Chief Executive Officer and Chief Investment Officer. With over a decade of experience in the financial industry and an unrelenting passion for delivering exceptional results, Chris has redefined wealth management for high-net-worth individuals and business owners. His journey into finance began early, making his first stock purchase at the age of 10 and honing his skills as a trader and analyst long before most even consider investing. This lifelong commitment to the markets forms the foundation of Bull Run's unparalleled investment strategies. Under Chris's leadership, Bull Run Investment Management stands apart by focusing on high-growth, future-defining sectors, including Artificial Intelligence, Cybersecurity, SaaS, E-commerce, and Fin-Tech. The firm's Equity Innovation Strategy, its flagship portfolio, delivered an extraordinary 98.4% return last year, net of fees, demonstrating the kind of results that leave competitors in the dust. With a proprietary blend of research-driven insights and disciplined execution, Chris ensures every client portfolio is positioned to outperform benchmarks and achieve superior risk-adjusted returns. Chris's expertise goes far beyond portfolio management. He specializes in designing bespoke investment strategies that are uniquely tailored to his clients financial goals, risk tolerance, and long-term vision. His ability to simplify complex financial concepts and translate them into actionable opportunities sets him apart as a trusted advisor and a partner in wealth creation. With a relentless commitment to excellence, transparency, and client success, Chris ensures every decision is made with the utmost integrity and focus on delivering unparalleled value. Click here to learn more about Chris Passarelli
A fiduciary, like Bull Run Investment Management, has a legal and ethical duty to put their clients' interests first, ensuring that the wealth management services they provide are tailored to meet each client's unique financial goals and needs. We take it seriously when our clients entrust us with their assets and financial goals. As part of our fiduciary duty, we must act in your best interest, which requires us to act with the highest level of integrity. This principle forms the foundation of all our decisions and strategies. Leveraging our profound insights into market dynamics and economic fluctuations, we strategically position our clients' portfolios to optimize growth potential. Our commitment to integrity and accountability ensures that every investment decision is made with our clients' best interests at the forefront, thereby cementing the foundation of a fiduciary relationship.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6550 Rock Spring Drive,
Suite 510,
Bethesda,
MD
20817
Phone Number
877-208-7414
Office Location
19775 Belmont Executive Plaza,
Suite 530,
Ashburn,VA 20147
Phone Number
877-208-7414
Office Location
12510 Prosperity Drive,
Suite 350,
Silver Spring,MD 20904
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
200 Westgate Pkwy,
Suite 202,
Henrico,
VA
23233
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
1321 Generals Highway,
Suite 300,
Crownsville,
MD
21032
Phone Number
410-923-8686
Tom has been a dedicated financial advisor for over 30 years. He began his career in 1995 at Legg Mason after earning his MBA from Loyola College in Maryland. In 2004, Tom achieved his CERTIFIED FINANCIAL PLANNER™ designation and holds additional certifications as a Certified Exit Planning Advisor (CEPA®) and Certified in Long-Term Care (CLTC®). He specializes in helping small business owners and affluent investors maximize their retirement savings and potentially retire earlier than planned through the use of specialized retirement strategies. Tom also assists clients with investment management, life insurance, long-term care and disability insurance, college planning, and more. A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner. Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.
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, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
900 Bestgate Road,
Suite 407,
Annapolis,
MD
21401
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6031 University Boulevard,
Suite 150,
Ellicott City,
MD
21043
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 285961
Compensation/Fee Fee-Only, Flat Fee
Office Location
400 East Pratt Street,
8th Floor,
Baltimore,
MD
21202
Phone Number
443-376-6222
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with an affordable flat planning fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
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 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?
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.
