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Find The Best Financial Advisors in Vienna, 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 Vienna is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Vienna & pick the one as per your needs

How To Find The Best Financial Advisors in Vienna, Virginia

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Vienna, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 32 non-vetted financial advisors in Vienna, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Vienna, Virginia have an average of 17 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 Vienna, Virginia

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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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Roshan Loungani

Arete Wealth Management, LLC

8500 Leesburg Pike, Suite 210

Vienna, VA 22182

202-536-4468

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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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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000

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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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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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Michael Feeley

Raymond James Financial Services, Inc.

1717 Pennsylvania Ave NW suite 1050

Washington, DC 20006

202-365-8258

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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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Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

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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
GLASSMAN WEALTH SERVICES, LLC
8000 Towers Crescent Drive, Suite 1450 Vienna, VA 22182
151478 $1,942,819,910 2223 A percentage of AUM
Fixed fees
ALDRICH CAPITAL PARTNERS LLC
8614 Westwood Center Drive, Suite 710 Vienna, VA 22182
283127 $1,137,324,469 12 A percentage of AUM
Performance Based
NAVY FEDERAL INVESTMENT SERVICES, LLC
1007 Electric Ave, Vienna, VA 22180
138459 $899,083,385 5215 A percentage of AUM
YESKE BUIE INC.
301 Maple Avenue West, Suite 600 Vienna, VA 22180
143234 $852,386,455 1262 A percentage of AUM
KFA PRIVATE WEALTH GROUP, LLC
8000 Towers Crescent Drive, Suite 1250 Vienna, VA 22182
281678 $680,237,292 3232 A percentage of AUM
Hourly charges
Fixed fees
ALLEGIANCE FINANCIAL GROUP
374 Maple Avenue East, Suite 204 Vienna, VA 22180
313110 $339,844,418 904 A percentage of AUM
Hourly charges
Fixed fees
ATEGRA CAPITAL MANAGEMENT, LLC
8229 Boone Blvd Suite 305, Vienna, VA 22182
164245 $327,807,530 168 A percentage of AUM
Fixed fees
Performance Based
PACTOLUS
8614 Westwood Center Drive, Suite 620 Vienna, VA 22182
155195 $266,386,525 341 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Performance Based
CAPITOL PRIVATE WEALTH GROUP LLC
8133 Leesburg Pike, Suite 780 Vienna, VA 22182
283257 $258,890,710 432 A percentage of AUM
Hourly charges
Fixed fees
ADVISORS FINANCIAL, INC.
8391 Old Courthouse Road, Suite 205 Vienna, VA 22812
144837 $257,196,040 719 A percentage of AUM
Hourly charges
Fixed fees
VARIANT PRIVATE WEALTH LLC
8133 Leesburg Pike, Suite 720 Vienna, VA 22182
288011 $168,913,380 672 A percentage of AUM
Hourly charges
Fixed fees
ISSACHAR TECHNOLOGIES LP
506 Hillcrest Dr Sw, Vienna, VA 22180
322046 $0 0 A percentage of AUM
Performance Based

Additional Financial Advisors in Virginia

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anthony Walsh
Inquire with Anthony
8045 Leesburg Pike, Ste 500 Vienna, VA 22182 703-825-2378
Brian Robinson
Inquire with Brian
301 Maple Ave W, Ste 520 Vienna, VA 22180 703-327-3129
David Mc Gaughey
Inquire with David
8045 Leesburg Pike, Ste 500 Vienna, VA 22182 703-902-8970
Daniel Kim
Inquire with Daniel
1950 Old Gallows Rd, Ste 420 Vienna, VA 22182 703-434-3270
Kim, Uhron and Associates
Inquire with Kim,
1950 Old Gallows Rd, Ste 420 Vienna, VA 22182 703-434-3270
Courtney Davis
Inquire with Courtney
301 Maple Ave W, Ste 520 Vienna, VA 22180 703-766-2025
David Carlson
Inquire with David
133 Maple Ave E, Ste 306 Vienna, VA 22180 703-766-9300
Conway Halsall
Inquire with Conway
112 Pleasant St NW, Ste D Vienna, VA 22180 703-255-7091
Marie Isabel Laurion
Inquire with Marie
133 Maple Ave E, Ste 306 Vienna, VA 22180 703-766-9300
Mark Pollak
Inquire with Mark
8150 Leesburg Pike, Ste 600 Vienna, VA 22182 703-226-2303

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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