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Find Best Financial Advisors in Ashburn, Virginia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Ashburn is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Ashburn & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Ashburn?

Looking for a qualified financial advisor in Ashburn? We can help you by narrowing down your options & listing the best financial advisors in Ashburn as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Ashburn near you with the list of certified and vetted Ashburn financial advisors.

List of Qualified Financial Advisors in Ashburn, Virginia

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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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Nate Parks

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-991-5251

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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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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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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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Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443-956-1216

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
HALPERN FINANCIAL, INC.
20365 Exchange Street, Suite 200 Ashburn, VA 20147
108822 $863,208,647 1140 A percentage of AUM
Hourly charges
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
20405 Exchange Street, Suite 371 Ashburn, VA 20147
116670 $313,303,141 548 A percentage of AUM
Hourly charges
THE LEWIS FINANCIAL GROUP
20755 Williamsport Place, Suite 140 Ashburn, VA 20147
315692 $265,492,656 436 A percentage of AUM
Hourly charges
Fixed fees
ARBOR PRIVATE WEALTH, LLC
44679 Endicott Drive, Suite 300 Ashburn, VA 20147
315812 $100,948,744 167 A percentage of AUM
Fixed fees

Additional Financial Advisors in Virginia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Benjamin Devine
Inquire with Benjamin
20130 Lakeview Center Plz, Ste 400 Ashburn, VA 20147 703-896-7955
Allstate Personal Financial Representative: Ricardo Paz Soldan
Inquire with Allstate
44075 Pipeline Plz, Ste 315 Ashburn, VA 20147 703-723-8414
Edward Jones
Inquire with Edward
44110 Ashburn Shopping Plaza, Suite 219 Ashburn, VA 20147 703-723-5590
Edward Jones
Inquire with Edward
20755 Williamsport Pl, Suite 150 Ashburn, VA 20147 703-723-5105
Edward Jones
Inquire with Edward
44110 Ashburn Shopping Plaza, Suite 219 Ashburn, VA 20147 703-723-5590
Edward Jones
Inquire with Edward
44121 Harry Byrd Hwy, Suite 220 Ashburn, VA 20147 571-223-3266
Edward Jones
Inquire with Edward
43330 Junction Plaza, Suite 112 Ashburn, VA 20147 571-291-9844
Edward Jones
Inquire with Edward
44121 Harry Byrd Hwy, Suite 220 Ashburn, VA 20147 571-223-3266

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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