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
Last Updated - 13-Jun-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 24 vetted financial advisors and 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 19 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.
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 | $1,800,559,783 | 2634 | A Percentage of AUM, Fixed Fees |
ALDRICH CAPITAL PARTNERS LLC 8614 Westwood Center Drive, Suite 710 Vienna, VA, 22182 | 283127 | $1,085,580,084 | 14 | A Percentage of AUM, Performance Based |
NAVY FEDERAL INVESTMENT SERVICES, LLC 1007 Electric Ave, Vienna, VA, 22180 | 138459 | $852,387,830 | 51299 | A Percentage of AUM |
YESKE BUIE INC. 301 Maple Avenue West, Suite 600 Vienna, VA, 22180 | 143234 | $767,664,432 | 1445 | A Percentage of AUM |
ALLEGIANCE FINANCIAL GROUP 374 Maple Avenue East, Suite 204 Vienna, VA, 22180 | 313110 | $328,570,499 | 1272 | A Percentage of AUM, Hourly charges, Fixed Fees |
ATEGRA CAPITAL MANAGEMENT, LLC 8229 Boone Blvd Suite 305, Vienna, VA, 22182 | 164245 | $281,811,617 | 212 | A Percentage of AUM, Fixed Fees, Performance Based |
CAPITOL PRIVATE WEALTH GROUP LLC 8133 Leesburg Pike, Suite 780 Vienna, VA, 22182 | 283257 | $256,017,877 | 459 | A Percentage of AUM, Hourly charges, Fixed Fees |
ADVISORS FINANCIAL, INC. 8391 Old Courthouse Road, Suite 205 Vienna, VA, 22812 | 144837 | $238,128,765 | 713 | A Percentage of AUM, Hourly charges, Fixed Fees |
PACTOLUS 8614 Westwood Center Drive, Suite 620 Vienna, VA, 22182 | 155195 | $180,231,165 | 368 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
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