Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Virginia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Virginia has 20 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 279 non-vetted advisors in your local area. These retirement advisors in Virginia have an average of 19 years of experience.
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Not Specified
Fee-Based, Based on Assets
Daniel R. Hill
CFP®, AIF®
Hill Wealth Strategies
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Minimum Assets Required
$100,000
Not Specified
Fee-Only, Hourly, Flat Fee, Based on Assets
Darren Colananni
CFP®, CPWA®, CIMA®, ChFC®
Centurion Wealth Management
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Flat Fee, Based on Assets
Emily Robbins
CRPS®
Virginia Asset Group
Qualifications
CRD# 5578551
Firm CRD# 35371
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Joseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Nicholas Arcand
Blackbridge Financial
Qualifications
CRD# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based
Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC
Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Fee-Based, Based on Assets
Chris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Flat Fee
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based, Based on Assets
Nicholas Bucci
CFP®, MSFS
BLBB Advisors
Qualifications
CRD# 5542700
Firm CRD# 139096
Series 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Based on Assets
Bob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Skip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Not Specified
Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.
Qualifications
CRD# 5124838
Firm CRD# 109800
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Fee-Based
Qualifications
CRD# 6009188
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209 | $45,003,485,534 | 354 | 181 | A percentage of AUM, Performance Based |
2 | 240 W Main Street, Suite 500 Charlottesville, VA, 22902 | $32,231,415,180 | 53 | 47 | A percentage of AUM, Performance Based |
3 | 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | $26,988,658,396 | 84 | 99 | A percentage of AUM, Fixed fees, Performance Based |
4 | 8350 Broad St, Suite 240 Mclean, VA, 22102-5150 | $24,381,015,458 | 94 | 27 | A percentage of AUM |
5 | 6641 West Broad Street, Suite 600 Richmond, VA, 23230 | $20,812,400,000 | 4775 | 68 | A percentage of AUM, Performance Based |
6 | 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911 | $20,033,497,535 | 22 | 30 | A percentage of AUM, Performance Based |
7 | One James Center, 901 East Cary Street, Suite 1100 Richmond, VA, 23219 | $19,332,677,961 | 20878 | 494 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES) |
8 | 1800 Bayberry Court, Suite 301, Richmond, VA, 23226 | $15,615,206,587 | 7987 | 53 | A percentage of AUM, Performance Based |
9 | 2 West Marshall Street, Middleburg, VA, 20117 | $14,784,344,321 | 268 | 12 | A percentage of AUM, Performance Based |
10 | 11921 Freedom Drive, Suite 1000 Reston, VA, 20190 | $12,155,269,613 | 1027 | 79 | A percentage of AUM, Fixed fees |
11 | 200 South 10th Street, Suite 800 Richmond, VA, 23219 | $8,988,905,427 | 396 | 17 | A percentage of AUM, Performance Based |
12 | 4301 Wilson Blvd., Arlington, VA, 22203-1860 | $7,208,407,391 | 20 | 41 | A percentage of AUM, Other (COST REIMBURSABLE.) |
13 | 901 East Byrd Street, Suite 1001 Richmond, VA, 23219 | $6,977,336,124 | 12547 | 144 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES) |
14 | World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676 | $6,878,164,648 | 1767 | 40 | A percentage of AUM, Fixed fees, Performance Based |
15 | 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | $6,809,997,877 | 236 | 46 | A percentage of AUM, Performance Based, Other (PLATFORM FEES) |
QualificationsFirm CRD# 137610
Assets Under Management $45,003,485,534
No. Of Clients354
Clients Per Financial Advisor2
SANDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 clients. The team consists of 181 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 130099
Assets Under Management $32,231,415,180
No. Of Clients53
Clients Per Financial Advisor1
INVESTURE, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104862
Assets Under Management $26,988,658,396
No. Of Clients84
Clients Per Financial Advisor1
STRATEGIC INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 99 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165976
Assets Under Management $24,381,015,458
No. Of Clients94
Clients Per Financial Advisor3
VEST FINANCIAL LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105726
Assets Under Management $20,812,400,000
No. Of Clients4775
Clients Per Financial Advisor70
THOMPSON SIEGEL & WALMSLEY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4775 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311296
Assets Under Management $20,033,497,535
No. Of Clients22
Clients Per Financial Advisor1
CORNERSTONE PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 1588
Assets Under Management $19,332,677,961
No. Of Clients20878
Clients Per Financial Advisor42
DAVENPORT & COMPANY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20878 clients. The team consists of 494 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106654
Assets Under Management $15,615,206,587
No. Of Clients7987
Clients Per Financial Advisor151
THE LONDON COMPANY OF VIRGINIA is a financial advisory firm situated in Richmond, Virginia. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7987 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109242
Assets Under Management $14,784,344,321
No. Of Clients268
Clients Per Financial Advisor22
AKRE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Middleburg, Virginia. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111113
Assets Under Management $12,155,269,613
No. Of Clients1027
Clients Per Financial Advisor13
MASON INVESTMENT ADVISORY SERVICES INC is a financial advisory firm situated in Reston, Virginia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1027 clients. The team consists of 79 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112096
Assets Under Management $8,988,905,427
No. Of Clients396
Clients Per Financial Advisor23
AGINCOURT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109845
Assets Under Management $7,208,407,391
No. Of Clients20
Clients Per Financial Advisor0
HOMESTEAD ADVISERS CORP. is a financial advisory firm situated in Arlington, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 128545
Assets Under Management $6,977,336,124
No. Of Clients12547
Clients Per Financial Advisor87
CARY STREET PARTNERS is a financial advisory firm situated in Richmond, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12547 clients. The team consists of 144 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106375
Assets Under Management $6,878,164,648
No. Of Clients1767
Clients Per Financial Advisor44
BROWN ADVISORY is a financial advisory firm situated in Norfolk, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1767 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 138854
Assets Under Management $6,809,997,877
No. Of Clients236
Clients Per Financial Advisor5
EJF CAPITAL LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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