Find Top Financial Advisors in Arlington, Virginia

Bay Capital Advisors is an independent fee-only Registered Investment Advisor (RIA). Our certified financial planners are committed to offering objective recommendations and strategies aligned with your unique needs and specific goals. We provide our select group of clients with a level of innovative investment care, independent financial advice, and continuous fiduciary oversight, helping to give them a renewed sense of confidence in their future.

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Bob Howard.

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Bob Howard.

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients assets grow in a manner consistent with their unique objectives.

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.

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.

As a fiduciary adviser at a non-captive, independent RIA, I offer clients the freedom and flexibility that only true independence allows. Our planning-first, team-based approach means every recommendation is made in your best interest - with no proprietary products, no corporate agenda, and no one-size-fits-all advice.

I believe every client deserves more than just a single point of contact - which is why I ensure each relationship is supported by at least two advisers from day one. While I lead all new client relationships in the DMV, our team-based model brings in the added strength of a second adviser for collaboration, a CPA for integrated tax-aware planning, dedicated researchers, and an in-house client service team for day-to-day needs.

Based in Arlington, VA, I enjoy meeting with my clients in person, although I am flexible to work virtually as the working relationship requires. With clients across the DMV area and our home office located in North Carolina, I have been able to service clients without distance getting in the way. I specialize in helping federal employees, families in transition, and professionals who want thoughtful planning and long-term partnership - not just performance reports.

Outside of work, I enjoy time with my wife exploring the outdoors and new cuisines, working on my golf game, and living the life we're planning for, too. If you're looking for an adviser who brings transparency, flexibility, and a full team to your corner -I'd love to connect.

At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 90 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals. Our fiduciary-based approach ensures that your best interests are always our top priority. From retirement planning to investment management, we empower you with the clarity, confidence, and tools to achieve lasting financial peace. Together, we build more than plans we build trust for a lifetime.

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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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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.

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.

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.

My name is John Fitchett. I am the Owner of Sym Wealth. I have been helping individuals, families, and businesses manage their long term financial goals since 2008.

I am dedicated to addressing the financial needs of my clients and maintaining a relationship of professionalism and financial acumen.

One of the benefits of working with me is my ability to provide clear, easy to understand explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I look forward to using my expertise and knowledge to help you pursue your financial goals.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Joe spent over twenty years at two major Wall Street firms before founding Courser Capital Management, LLC. From the very beginning of his career, Joe envisioned his benchmark with clients to be in their top five important (non-family) people. This top five list often includes a clients: doctor, accountant, lawyer, spiritual guide, and their financial advisor. Joe's goal is to earn his place in every clients top five important people list.

*Advising clients since 2000 *CERTIFIED FINANCIAL PLANNER^™ professional *Harvard University Master's Degree in Finance *Georgetown University Certificate of Financial Planning *University of Wyoming Bachelor of Science *Worked at the Chicago Board of Trade

Outside of work, Joe has dedicated countless hours to various leadership and volunteer roles with non-profits, Rotary International, and local government. Joe has served as President of the Clarke County Education Foundation and the Rotary Club of Frederick County. He has also served as Co-Chair of the United Way Day of Caring. Joe currently serves on the Board of Directors for the Clarke County Sanitary Authority and the Finance Council of his church, St. Bridget of Ireland Catholic Church.

Joe is a native of and currently resides in Clarke County, Virginia, with his wife, Tamara, and their four children.

Courser Capital Management, LLC is an independent advisory firm dedicated to delivering experienced, informed, professional advice. Our goal is to serve as our clients' outsourced chief financial officers; providing comprehensive planning and guidance to help align their wealth with their goals.

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.

Miguel Morales-Corujo, J.D., CFP®, CPFA® is a multi-disciplinary financial advisor with deep expertise in economics, law, and risk management. With a career spanning banking, investments, insurance, and law, Miguel brings a comprehensive perspective to wealth planning for: - Successful individuals and families (net worth $500K+), with a focus on empowering minority communities. - Middle-market, family-owned businesses, guiding them through succession planning and legacy preservation. - Global citizens with multiple citizenships, navigating complex cross-border financial and estate planning. Miguel began his journey in Puerto Rico, inspired by his grandfathers legacy in financial education. After earning his B.S. in Business Economics from Syracuse University, he joined the family business. Following a life-changing accident, he pursued legal studies, earning his Juris Doctor from InterAmerican University of Puerto Rico and gaining admission to the Pennsylvania Bar. His experience includes advising affluent clients at one of the nations top banks, providing him with a well-rounded understanding of the financial services industry across all three pillars, banking, investments, and insurance. As a Certified Financial Planner (CFP®) professional and Certified Plan Fiduciary Advisor (CPFA®), Miguel helps clients through integrated planning that is designed to reduce complexity, minimize risk, build wealth, and improve tax efficiency. Now based in Roanoke, Virginia, Miguel serves clients across the East Coast from New York to Florida, with a mission to help them reduce risk, improve tax efficiency, and build lasting wealth.

At Nationwide Planning, our mission is to maximize your satisfaction and help you succeed. While we believe in the power of independence, we also know that you don't want to feel like you're on your own. So we have two simple, yet important goals:

To provide you with the broadest range of products, tools and services necessary to serve your clients' financial planning needs.

To help you grow your practice-every year.

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.

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.

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.

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.

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.

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Skip Thompson.

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.