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Find The Best Financial Advisors in Virginia

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Virginia involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Virginia

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Virginia that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Virginia. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Virginia

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Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016

540-266-3100

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Daniel R. Hill

Hill Wealth Strategies

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

804-897-3919

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Emily Robbins

Virginia Asset Group

607 Lynnhaven Parkway

Virginia Beach, VA 23452

757-747-2556

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G. Adair Tyler

Lpl

25020 Shore Parkway
Ste 2B

Onley, VA 23418

757-787-4279

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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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Roshan Loungani

Arete Wealth Management, LLC

8500 Leesburg Pike, Suite 210

Vienna, VA 22182

202-536-4468

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Cheryl Langston

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 530

Ashburn, VA 20147

703-227-0513

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Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

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Gian Deguzman

Edelman Financial Engines, LLC

1750 Tysons Boulevard,
Suite 1140

Tysons Corner, VA 22102

703-718-5103

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Matthew Preddy

Edelman Financial Engines, LLC

200 Westgate Pkwy
Suite 202

Henrico, VA 23233

804-882-4128

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Nate Parks

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-991-5251

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Sean Connolly

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-677-9729

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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000

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Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801

540-801-8000

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600 Richmond, VA 23230
105726 $23,876,800,000 4971 A percentage of AUM
Performance Based
E*TRADE CAPITAL MANAGEMENT, LLC
671 N. Glebe Road, 13th Floor Arlington, VA 22203
42159 $12,222,927,844 96990 A percentage of AUM
HOMESTEAD ADVISERS CORP.
4301 Wilson Blvd., Arlington, VA 22203-1860
109845 $8,487,756,997 21 A percentage of AUM
Other (COST REIMBURSABLE.)
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
150 West Main Street, Ste 1700 Norfolk, VA 23510
106060 $4,970,407,163 4804 A percentage of AUM
Fixed fees
LOWE, BROCKENBROUGH & COMPANY, INC.
1802 Bayberry Ct., Suite 400 Richmond, VA 23226-3767
105142 $4,887,940,221 976 A percentage of AUM
Fixed fees
Performance Based
THE EDGAR LOMAX COMPANY
5971 Kingstowne Village Parkway, Suite 240 Alexandria, VA 22315
105444 $1,758,946,552 40 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
HUNTER MICHAEL INVESTMENT ADVISORS INC
1650 Huguenot Rd, Midlothian, VA 23113
107884 $1,320,795,882 40 A percentage of AUM
Fixed fees
DORSEY, WRIGHT & ASSOCIATES, LLC
3300 W Leigh Street, Richmond, VA 23230
104925 $961,107,571 1581 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
TOTH FINANCIAL ADVISORY CORP
608 South King Street, Suite 300 Leesburg, VA 20175
104952 $899,452,887 2672 A percentage of AUM
Performance Based
PETTYJOHN, WOOD & WHITE, INC.
1925 Atherholt Road, Lynchburg, VA 24501
106403 $683,188,972 865 A percentage of AUM
Other (HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES)
SPECTRUM FINANCIAL INC
272 Bendix Road, Ste 600, Virginia Beach, VA 23452
105618 $402,578,754 257 A percentage of AUM
Other (SERVICE FEE/SUB ADVISORY FEE)
HSC WEALTH ADVISORS
1563 Crossings Centre Drive, Suite 100 Forest, VA 24551-4744
105103 $356,522,643 1526 A percentage of AUM
Fixed fees
CHASE INVESTMENT COUNSEL CORPORATION
350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897
104648 $350,208,098 77 A percentage of AUM
Hourly charges
Other (PERCENT OF CONSULTING)
THOMPSON DAVIS ASSET MANAGEMENT
9030 Stony Point Pkwy, Ste 100, Richmond, VA 23235
41353 $175,037,056 401 A percentage of AUM
Fixed fees
Performance Based
MCGINN INVESTMENT MANAGEMENT INC
277 S. Washington Street, Suite 340 Alexandria, VA 22314
107396 $172,814,796 218 A percentage of AUM

Additional Financial Advisors in Virginia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Providence Forge Branch Manager
Inquire with Providence
3501 N. Courthouse Drive, Providence Forge, VA 23140 804-966-2264
Lauren Radabaugh
Inquire with Lauren
3600 La Grange Parkway, Toano, VA 23168 757-741-2244
Mary Moniz
Inquire with Mary
4701 Cox Road, Suite 160 Glen Allen, VA 23060 757-741-2244
Kasey Law
Inquire with Kasey
2608 General Puller Hwy, Saluda, VA 23149 804-758-3641
Toby Blatt
Inquire with Toby
7021 Mechanicsville Turnpike, Mechanicsville, VA 23111 804-569-9776
Beth Hodges
Inquire with Beth
4780 Longhill Road, Williamsburg, VA 23188 757-565-0593
Dorsey Jackson
Inquire with Dorsey
2800 George Washington Memorial Hwy, Yorktown, VA 23693 757-952-1190
Eric Floyd
Inquire with Eric
698 Towne Center Drive, Newport News, VA 23606 757-596-4775
Bryony Gills
Inquire with Bryony
2288 Cartersville Road, Cartersville, VA 23027 804-375-9073
Bethany Bajsert
Inquire with Bethany
415 14th Street, West Point, VA 23181 804-843-2708

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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