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Find the Best Financial Advisors in Virginia

Virginia is a state located in the eastern region of the United States with a population of over 8.5 million people and a relatively high cost of living. Residents of this state therefore can benefit greatly by using the professional services of an experienced and certified financial advisor to make the most of their hard-earned money.

WiserAdvisor's directory of vetted fiduciary advisors and advisory firms is an excellent place to start your search for a trustworthy advisor that would be best suited to provide you with the personalized advice that you seek.

Why use our directory to search for financial advisors?

  • Our directory provides a list of top-ranked financial advisors and advisory firms, including independent financial advisors, investment advisors, fee-only financial advisors, and more.

  • Each advisor listing contains detailed information about their credentials, experience, and areas of expertise, allowing you to make an informed decision.

  • We have already done the research, making the search process stress-free. The vetted financial advisors in our directory have experience creating personalized financial strategies tailored to Virginia residents's specific needs and goals.

Finding the Top Financial Advisor in Virginia

Last Updated - February 19, 2024

Virginia has 11 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Virginia have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in 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 Virginia.

List of Qualified Financial Advisors in Virginia

Financial Advisor Experience AUM Minimum Assets Fee Structure
Adam Paffenroth
CFP®, ChFC®
CORNERSTONE PRIVATE WEALTH PLANNING
2000 Duke Street,
Suite 312,
Alexandria, VA 22314
Not Disclosed Not Specified Not Specified 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
Daniel R. Hill
CFP®, AIF®
HILL WEALTH STRATEGIES
10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235
25 Years Not Specified $100,000 Fee-Only
Emily Robbins
CRPS®
VIRGINIA ASSET GROUP
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Years Not Specified Not Specified Fee-Based
Nicholas Arcand
BLACKBRIDGE FINANCIAL
644 Independence Parkway,
Suite 300,
Chesapeake, VA 23320
4 Years Not Specified $100,000 Fee-Based
Roshan Loungani
CFP®, CRPC®
ARETE WEALTH MANAGEMENT, LLC
8500 Leesburg Pike, Suite 210,
Vienna, VA 22182
22 Years $50,000,000 $250,000 Fee-Based
Nicholas Greggory Caramanica
CFP®
ARLINGTON WEALTH PLANNING, LLC
*,
Arlington, VA 22203
19 Years $0 $100,000 Fee-Only
Darren Colananni
CFP®, CPWA®, CIMA®, ChFC®
CENTURION WEALTH MANAGEMENT
7901 Jones Branch Drive,
Suite 800,
McLean, VA 22102
12 Years $350,000,000 $1,000,000 Fee-Only
Jeffrey Lippman
CFP®, ChFC®
CAPITOL FINANCIAL CONSULTANTS, INC.
8180 Greensboro Drive, Suite 1150,
McLean, VA 22102
23 Years Not Specified $500,000 Fee-Based
Savant Wealth Management
1945 Old Gallows Road,
Suite 505,
Vienna, VA 22182
11921 Freedom Drive,
Reston, VA 20190
35 Years $0 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Virginia

Qualifications CRD# 5375337
Firm CRD# 825638
Series 7, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 2000 Duke Street,
Suite 312,
Alexandria,
VA
22314
Phone Number 571-206-1824

Certified Financial Planner®, Practitioner, Chartered Financial Consultant®, Owner of Cornerstone Private Wealth Planning I began my financial services career in 2016 and joined Stifel Independent Advisors in 2023. Prior to this, I worked at Morgan Stanley and Edward Jones. I believe financial planning is more than simply looking at the size of a client's portfolio or rate of return, but rather understanding clients' needs and goals and their individual definition of financial success. It is my obligation to thoughtfully understand their unique goals to provide unbiased financial guidance to navigate the ups and downs of life. I have always been guided by the following principles when working with my family of clients: always be on time, do what you say you will do, and treat everyone with respect, regardless of their circumstances.
To better serve those clients with complex estate planning, tax planning, and financial issues, I graduated from the Georgetown University Center for Professional Development, where I earned an Executive Certificate in Financial Planning by successfully completing coursework in all aspects of financial planning. Having earned the CERTIFIED FINANCIAL PLANNER certification, I have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. In addition, I earned a Master of Arts in Global Security Studies from the Johns Hopkins University and a B.A. in International Studies from the University of Wisconsin-Oshkosh. I hold Series 7 and 66 securities licenses.
As a military veteran and former member of the U.S. Intelligence Community, I enjoy the opportunity to work with Federal employees and members of the United States military. I am a resident of Alexandria and enjoy community involvement and engaging in fellowship with the members of my local community whenever possible. Outside of the office, I enjoy traveling, cooking, and road biking with my wife, Sarah.

About Cornerstone Private Wealth Planning

Cornerstone Private Wealth Planning

I believe good financial counsel is more than simply looking at the size of a client's portfolio or rate of return, but rather understanding people at their core and their individual definition of financial stability. It is my obligation to thoughtfully understand your unique goals and values to ultimately provide you unbiased financial advice to navigate the ups and downs of life. I have always been guided by the following principles when working with my family of clients: always be on time; do what you say you will do; and, treat everyone with respect regardless of their circumstances.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities


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.

About Egan, Berger and Weiner, LLC

Egan, Berger and Weiner, LLC

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# 3188300
Firm CRD# 149511
Series 65

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number 757-603-0323

Dan Hill is now entering his twenty-fifth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan, and his wife, Susan, reside in Williamsburg, VA. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

About Hill Wealth Strategies

Hill Wealth Strategies

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.


Qualifications CRD# 5578551
Firm CRD# 35371
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 607 Lynnhaven Parkway,
Virginia Beach,
VA
23452
Phone Number 757-747-2556

Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.

About Virginia Asset Group

Virginia Asset Group

We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgeable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.

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 CRD# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based


Office Location 644 Independence Parkway,
Suite 300,
Chesapeake,
VA
23320
Phone Number 757-382-4136

Nicholas Arcand is a Wealth Manager for Blackbridge Financial. Committed to making a difference in the lives of his clients, Nick uses his skills to alleviate financial stress for others. He enjoys research and analyzes the most up-to-date data to determine optimal solutions for his clients. While attending West Virginia University, Nick began working in the financial industry with his father, Kyle. He joined him full time in financial services in 2017. Nick thrives in this fast-paced financial industry and values opportunities to help clients. He holds his FINRA license series 7 and series 66 as well as his Life, Health, and Annuities licenses. Intrigued at an early age by the financial industry, Nick began investing in the stock market when he was only twelve. Through his experiences with the market fluctuations, Nick learned early in his life how to temper impulses and maintain composure despite volatility. He is naturally motivated to serve people. His background, coupled with his education has prepared him to strengthen our client relationships. He enjoys building relationships with clients while developing strategies that seeks to help them accomplish their goals. Nick lives in Suffolk, Virginia with his dog, Teagan. He has many interests, including wood working, fishing, hunting and boating. *Series 7 held through LPL Financial. Series 66 held through Independent Advisor Alliance and LPL.

About Blackbridge Financial

Blackbridge Financial

We seek to help you, our clients, develop a holistic plan designed to connect you with your future. Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you dont have to. We measure our success by how well you sleep at night.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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 CRD# 4256993
Firm CRD# 44856
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 8500 Leesburg Pike, Suite 210,
Vienna,
VA
22182
Phone Number 202-536-4468

Roshan serves as a wealth advisor and partner at Arete Wealth Management. He joined Arete in 2008 and became the firm's first advisor in the position of retirement planning specialist, where he is truly in his element helping clients take control of their financial future. Roshan has earned both a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®) designations, awarded by the College for Financial Planning. Roshan produces an informative podcast called The Retirement Lifestyle Show with Arete Wealth Advisors Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to the ideal retirement. Roshan resides in Oak Hill, Virginia with his wife and three children. He spends most of this free time playing with his children and escorting them to various activities. He also makes time to work out and he enjoys listening to music in his downtime.

About Arete Wealth Management, LLC

Arete Wealth Management, LLC

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition. Our Services Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 6154567
Firm CRD# 289946

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location *,
Arlington,
VA
22203
Phone Number 703-300-0448

With a well-rounded perspective and a commitment to excellence, Nicholas Greggory (Greg) Caramanica is dedicated to providing strategic financial planning solutions that drive personal and business success. Mr. Caramanica is a seasoned finance professional with over 29 years of diverse experience (19 in financial services), beginning in information systems and progressing into financial management. He has a proven track record of delivering valuable insights and driving business success across various industries. He also has a strong background in data analytics, demonstrated by conducting market feasibility studies and evaluating the distributions of loan and grant awards using statistical methods and geospatial mapping. His portfolio management, finance, and due diligence experience are underscored by his management of a loan and grant portfolio valued at $26 billion. With a passion for personal finance and investing, Mr. Caramanica founded Arlington Wealth Planning in 2012 and serves as its Chief Executive Officer. His entrepreneurial mindset fuels his innovative approach, consistently challenging conventional perspectives to uncover new opportunities. In addition to his financial acumen, he is a skilled communicator, adept at presenting complex data to diverse audiences. Whether engaging with C-suite executives, individuals, or families, he effectively distills information to facilitate informed decision-making. Beyond his professional achievements, Mr. Caramanica has been actively involved in organizations such as the Project Management Institute, Washington D.C. Chapter, where he served as Director at Large and Vice President of Finance on the Board of Directors. He has also been recognized with awards such as the Booz Allen Performance Excellence Award and holds the prestigious CERTIFIED FINANCIAL PLANNER certification through the CFP Board. He holds a Financial Planning Graduate Certificate from Georgetown University, an MBA from Virginia Tech, and a Bachelor's degree in Decision Sciences & Management of Information Systems from George Mason University. Mr. Caramanica lives in Arlington, Virginia, with his wife and two daughters.

About Arlington Wealth Planning, LLC

Arlington Wealth Planning, LLC

Arlington Wealth Planning (AWP) is a Fee-Only Registered Investment Advisor (RIA) based in Arlington, Virginia. We bring peace of mind to individuals, families, and businesses by helping them to develop a financial plan to achieve their greatest aspirations. Our focus is on the customer experience. AWP do not use pressure sales tactics and we do not push products. We do emphasize planning and explain concepts thoroughly at a pace that works for the customer, so that they build their financial expertise. Financial literacy is important. A well-educated client is one who understands financial concepts, so that we can have more meaningful conversations. If you are not there, we will get you there. We perform holistic financial planning (as defined by the CFP Board and the Financial Planning Association, FPA) to ensure that all aspects of the client's financial picture are considered. We have your best interests in mind as a "fee-only" RIA, which means that we are not incentivized to sell particular investments. We charge fees based on the services provided so that we limit conflicts of interest (we also offer tax preparation for a fee). Owner and Chief Executive Officer, Greg Caramanica, is a CERTIFIED FINANCIAL PLANNER who brings the fundamentals of holistic financial planning to AWP. After over 27 years in the consulting industry, he built the company on a foundation of consulting principles where thorough analysis and communication provide a top-notch customer experience. Mr. Caramanica holds a Master's Certificate in Financial Planning, a Masters of Business Administration, and a Bachelor of Science in Decision Sciences and Management Information Systems.

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


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.

About Centurion Wealth Management

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

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc.

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.

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 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

Office Location 11921 Freedom Drive,
Reston,VA 20190
Phone Number 703-904-4388

About Savant Wealth Management

Savant Wealth Management

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


Customer Reviews

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.

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
TOWERS WATSON INVESTMENT SERVICES, INC.
800 N. Glebe Road, Arlington, VA 22203
198 87 $63,288,614,312
A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000, Arlington, VA 22209
181 402 $38,906,541,054
A Percentage of AUM, Performance Based
INVESTURE, LLC
240 W Main Street, Suite 500, Charlottesville, VA 22902
42 50 $30,621,255,853
A Percentage of AUM, Performance Based
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.,17th Fl., Arlington, VA 22209-1722
105 75 $24,901,888,467
A Percentage of AUM, Fixed Fees, Performance Based
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600, Richmond, VA 23230
67 4952 $17,550,000,000
A Percentage of AUM, Performance Based
DAVENPORT & COMPANY LLC
One James Center, 901 East Cary Street, Suite 1100, Richmond, VA 23219
478 20311 $16,588,083,655
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 VIRGINIA
1800 Bayberry Court, Suite 301, Richmond, VA 23226
50 8754 $14,755,387,190
A Percentage of AUM, Performance Based
AKRE CAPITAL MANAGEMENT, LLC
2 West Marshall Street, Middleburg, VA 20117
12 293 $13,714,741,365
A Percentage of AUM, Performance Based
CORNERSTONE PARTNERS
675 Peter Jefferson Parkway, Suite 400, Charlottesville, VA 22911
29 20 $11,599,037,144
A Percentage of AUM, Performance Based
MASON INVESTMENT ADVISORY SERVICES INC
11921 Freedom Drive, Suite 1000, Reston, VA 20190
80 827 $10,094,475,873
A Percentage of AUM, Fixed Fees
CBOE VEST FINANCIAL LLC
8350 Broad St, Suite 240, Mclean, VA 22102-5150
20 56 $10,055,664,605
A Percentage of AUM
EJF CAPITAL LLC
2107 Wilson Boulevard, Suite 410, Arlington, VA 22201
72 565 $8,631,279,440
A Percentage of AUM, Performance Based, Other (PLATFORM FEES)
AGINCOURT CAPITAL MANAGEMENT, LLC
200 South 10th Street, Suite 800, Richmond, VA 23219
18 391 $7,392,877,103
A Percentage of AUM, Performance Based
HOMESTEAD ADVISERS CORP.
4301 Wilson Blvd., Arlington, VA 22203-1860
41 21 $6,964,910,850
A Percentage of AUM, Other (COST REIMBURSABLE.)
BROWN ADVISORY
World Trade Center, 101 West Main Street, Suite 700, Norfolk, VA 23510-1676
45 1888 $6,606,613,781
A Percentage of AUM, Fixed Fees, Performance Based

    Frequently Asked Questions

    To find a verified financial advisor in Virginia, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.

    Yes, financial advisors in Virginia should ideally possess certifications or credentials that demonstrate their expertise and credibility. When searching for a financial advisor in Virginia, it is important to look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultants (ChFC), etc. These designations demonstrate a certain level of expertise and commitment to professional and ethical standards. Additionally, consider their educational background, years of experience, and any specialized training or knowledge in areas that align with your financial goals. To further explore the various qualifications an advisor can hold, read more about advisor designations.

    To find a verified financial advisor in Virginia through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Virginia. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.

    Yes, it is common for financial advisors in Virginia to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.

    To ensure the trustworthiness and reliability of a financial advisor in Virginia, you can start by prioritizing those who are registered with respected regulatory organizations such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. Furthermore, it is beneficial to seek referrals from trusted friends and family. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.

    You can expect financial advisors in Virginia to offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Virginia directory, you can access detailed information about an advisor's services, fees, credentials, and more.

    Yes, there are several online tools and resources that can assist you in searching for financial advisors in Virginia. We recommend using the WiserAdvisor online directory for the state of Virginia to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    To determine if a financial advisor in Virginia specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of Virginia specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

    Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Virginia can be helpful when choosing a financial advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Virginia.

    The average cost or fee structure for financial advisors in Virginia can vary depending on a variety of factors, such as the advisor's experience, the complexity of your financial situation, and the level of service you require. Some advisors can charge fee-only based on a percentage of assets under management, or a flat fee for specific services. Alternatively, some advisors use a combination of commissions and fees or solely earn commission by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

    Yes, a financial advisor in Virginia can help you create a comprehensive retirement plan. They can help you plan for retirement by assessing your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. After analyzing your retirement goals, an advisor can develop a personalized plan to achieve a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    Many financial advisors in Virginia are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Virginia may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.

    Yes, there are financial advisors who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Virginia can support you, learn more about the different types of financial advisors and their areas of expertise.

    Yes, a financial advisor in Virginia can help you with college savings and planning for your children's education. These advisors can analyze your finances, assess your savings goals, and recommend investment strategies. Additionally, they may provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.

    Financial advisors in Virginia typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, as well as utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies. Advisors may also provide educational resources to enhance financial literacy, use rebalancing tools to ensure alignment with long-term objectives, and use goal tracking to help clients monitor specific financial targets. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.

    Yes, there are financial advisors in Virginia who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.

    Once you become a client of a financial advisor in Virginia, you can typically expect ongoing support and communication to help you stay on track with your financial goals and address changes to your finances. The specific level of support and communication frequency may vary based on the advisor's practices and your needs, but you can anticipate regular reviews and updates to discuss your financial situation, investment performance, and progress toward goals. The advisor may also periodically adjust your financial plan, provide market insights, assist in tracking your financial goals, offer access to resources for financial literacy, and ensure responsive communication for addressing your questions and concerns. To learn more, explore what a financial advisor can do for you.