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 you 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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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 Alabama 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 in Virginia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 21 vetted financial advisors and 279 non-vetted financial advisors in Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Virginia have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Virginia

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Daniel R. Hill

Hill Wealth Strategies

757-603-0323

Address

10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235 See Details

Emily Robbins

Virginia Asset Group

757-747-2556

Address

607 Lynnhaven Parkway,
Virginia Beach, VA 23452 See Details

Joseph Myer

Courser Capital Management, LLC

571-351-2291

Address

20416 Bashan Dr.,
Ste 201,
Ashburn, VA 20147 See Details

Nicholas Arcand

Blackbridge Financial

757-382-4136

Address

644 Independence Parkway,
Suite 300,
Chesapeake, VA 23320 See Details

Roshan Loungani

Arete Wealth Management, LLC

202-536-4468

Address

8500 Leesburg Pike, Suite 210,
Vienna, VA 22182 See Details

Chris Passarelli

Bull Run Investment Management

703-344-6844

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

Address

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

Nicholas Bucci

BLBB Advisors

215-643-9100

Address

103 Montgomery Ave Montgomeryville PA 18936,
Cape Charles, VA 23310 See Details

Bob Howard

Prudential

703-307-2899

Address

Skip Thompson

Prudential

703-623-1364

Address

1919 Gallows Road Suite 1000,
Vienna, VA 22182 See Details

Jeffrey Lippman

Capitol Financial Consultants, Inc.

703-821-2000

Address

8180 Greensboro Drive, Suite 1150,
McLean, VA 22102 See Details

BRB Wealth

540-746-1376

Address

563 Neff Ave.,
Suite B,
Harrisonburg, VA 22801 See Details

Centurion Wealth Management, LLC

571-765-2301

Address

7901 Jones Branch Drive,
Suite 230,
McLean, VA 22102 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Savant Wealth Management

703-288-0500

Address

1945 Old Gallows Road,
Suite 505,
Vienna, VA 22182 See Details

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	137610	$45,003,485,534	354	A percentage of AUM, Performance Based
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	130099	$32,231,415,180	53	A percentage of AUM, Performance Based
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722	104862	$26,988,658,396	84	A percentage of AUM, Fixed fees, Performance Based
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	165976	$24,381,015,458	94	A percentage of AUM
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	105726	$20,812,400,000	4775	A percentage of AUM, Performance Based
CORNERSTONE PARTNERS 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911	311296	$20,033,497,535	22	A percentage of AUM, Performance Based
DAVENPORT & COMPANY LLC One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219	1588	$19,332,677,961	20878	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	106654	$15,615,206,587	7987	A percentage of AUM, Performance Based
AKRE CAPITAL MANAGEMENT, LLC 2 West Marshall Street, Middleburg, VA, 20117	109242	$14,784,344,321	268	A percentage of AUM, Performance Based
MASON INVESTMENT ADVISORY SERVICES INC 11921 Freedom Drive, Suite 1000 Reston, VA, 20190	111113	$12,155,269,613	1027	A percentage of AUM, Fixed fees
AGINCOURT CAPITAL MANAGEMENT, LLC 200 South 10th Street, Suite 800 Richmond, VA, 23219	112096	$8,988,905,427	396	A percentage of AUM, Performance Based
HOMESTEAD ADVISERS CORP. 4301 Wilson Blvd., Arlington, VA, 22203-1860	109845	$7,208,407,391	20	A percentage of AUM, Other (COST REIMBURSABLE.)
CARY STREET PARTNERS 901 East Byrd Street, Suite 1001 Richmond, VA, 23219	128545	$6,977,336,124	12547	A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)
BROWN ADVISORY World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676	106375	$6,878,164,648	1767	A percentage of AUM, Fixed fees, Performance Based
EJF CAPITAL LLC 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201	138854	$6,809,997,877	236	A percentage of AUM, Performance Based, Other (PLATFORM FEES)

Select other cities around Virginia to broaden your search for a financial advisor

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Find The Best Financial Advisors in Virginia

How To Find The Best Financial Advisors in VirginiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Virginia

Egan, Berger and Weiner, LLC

Address

Hill Wealth Strategies

Address

Virginia Asset Group

Address

Courser Capital Management, LLC

Address

Blackbridge Financial

Address

Arete Wealth Management, LLC

Address

Bull Run Investment Management

Address

Glover Park Wealth Management, LLC

Address

BLBB Advisors

Address

Prudential

Address

Prudential

Address

Capitol Financial Consultants, Inc.

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Select other cities around Virginia to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Virginia
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy