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Find Retirement Advisors for Retirement Planning in Virginia

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 can 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.

Finding the Best Retirement Planners in Virginia

Last Updated - May 14, 2024

Virginia has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 269 non-vetted advisors in your local area. These retirement advisors in Virginia have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Virginia

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Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning

Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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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

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

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Daniel R. Hill
CFP®, AIF®
Hill Wealth Strategies

Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Emily Robbins
CRPS®
Virginia Asset Group

Qualifications
CRD# 5578551
Firm CRD# 35371
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

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.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Eric Riddell
CFP®, APMA®
Ameriprise Financial

Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7

Minimum Assets Required
Not Specified

Advisory Services:

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.

Compensation/Fee

Fee-Based

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Nicholas Arcand
Blackbridge Financial

Qualifications
CRD# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$100,000

Advisory Services:

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.

Compensation/Fee

Fee-Based

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Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC

Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based, Based on Assets

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Michael T. Jobe
Glover Park Wealth Management, LLC

Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66

Minimum Assets Required
$50,000

Advisory Services:

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.

Compensation/Fee

Fee-Based, Based on Assets

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Nicholas Greggory Caramanica
CFP®
Arlington Wealth Planning, LLC

Qualifications
CRD# 6154567
Firm CRD# 289946

Minimum Assets Required
$100,000

Advisory Services:

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.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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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

Advisory Services:

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.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Frank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC

Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Kevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Scott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.

Qualifications
CRD# 5124838
Firm CRD# 109800

Minimum Assets Required
$500,000

Advisory Services:

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.

Compensation/Fee

Fee-Based

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Bob Howard
RICP®
Prudential

Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

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.

Compensation/Fee

Fee-Only, Based on Assets

Top 15 Retirement Planning firms in Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TOWERS WATSON INVESTMENT SERVICES, INC.
800 N. Glebe Road,
Arlington, VA, 22203
$63,288,614,31287198
A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)
2
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
$38,906,541,054402181
A Percentage of AUM, Performance Based
3
INVESTURE, LLC
240 W Main Street, Suite 500
Charlottesville, VA, 22902
$30,621,255,8535042
A Percentage of AUM, Performance Based
4
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.,17th Fl.,
Arlington, VA, 22209-1722
$24,901,888,46775105
A Percentage of AUM, Fixed Fees, Performance Based
5
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600
Richmond, VA, 23230
$17,550,000,000495267
A Percentage of AUM, Performance Based
6
DAVENPORT & COMPANY LLC
One James Center, 901 East Cary Street, Suite 1100
Richmond, VA, 23219
$16,588,083,65520311478
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
7
THE LONDON COMPANY OF VIRGINIA
1800 Bayberry Court, Suite 301,
Richmond, VA, 23226
$14,755,387,190875450
A Percentage of AUM, Performance Based
8
AKRE CAPITAL MANAGEMENT, LLC
2 West Marshall Street,
Middleburg, VA, 20117
$13,714,741,36529312
A Percentage of AUM, Performance Based
9
CORNERSTONE PARTNERS
675 Peter Jefferson Parkway, Suite 400
Charlottesville, VA, 22911
$11,599,037,1442029
A Percentage of AUM, Performance Based
10
MASON INVESTMENT ADVISORY SERVICES INC
11921 Freedom Drive, Suite 1000
Reston, VA, 20190
$10,094,475,87382780
A Percentage of AUM, Fixed Fees
11
CBOE VEST FINANCIAL LLC
8350 Broad St, Suite 240
Mclean, VA, 22102-5150
$10,055,664,6055620
A Percentage of AUM
12
EJF CAPITAL LLC
2107 Wilson Boulevard, Suite 410
Arlington, VA, 22201
$8,631,279,44056572
A Percentage of AUM, Performance Based, Other (PLATFORM FEES)
13
AGINCOURT CAPITAL MANAGEMENT, LLC
200 South 10th Street, Suite 800
Richmond, VA, 23219
$7,392,877,10339118
A Percentage of AUM, Performance Based
14
HOMESTEAD ADVISERS CORP.
4301 Wilson Blvd.,
Arlington, VA, 22203-1860
$6,964,910,8502141
A Percentage of AUM, Other (COST REIMBURSABLE.)
15
BROWN ADVISORY
World Trade Center, 101 West Main Street, Suite 700
Norfolk, VA, 23510-1676
$6,606,613,781188845
A Percentage of AUM, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in Virginia

QualificationsFirm CRD# 110473

Assets Under Management $63,288,614,312

No. Of Clients87

Clients Per Financial Advisor0

TOWERS WATSON INVESTMENT SERVICES, INC. is a financial advisory firm situated in Arlington, Virginia. With a nearly $63B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 198 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Market Timing Based
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 137610

Assets Under Management $38,906,541,054

No. Of Clients402

Clients Per Financial Advisor2

SANDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 clients. The team consists of 181 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 130099

Assets Under Management $30,621,255,853

No. Of Clients50

Clients Per Financial Advisor1

INVESTURE, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104862

Assets Under Management $24,901,888,467

No. Of Clients75

Clients Per Financial Advisor1

STRATEGIC INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105726

Assets Under Management $17,550,000,000

No. Of Clients4952

Clients Per Financial Advisor74

THOMPSON SIEGEL & WALMSLEY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4952 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 1588

Assets Under Management $16,588,083,655

No. Of Clients20311

Clients Per Financial Advisor42

DAVENPORT & COMPANY LLC is a financial advisory firm situated in Richmond, Virginia. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20311 clients. The team consists of 478 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Performance Based
  • Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 106654

Assets Under Management $14,755,387,190

No. Of Clients8754

Clients Per Financial Advisor175

THE LONDON COMPANY OF VIRGINIA is a financial advisory firm situated in Richmond, Virginia. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8754 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 109242

Assets Under Management $13,714,741,365

No. Of Clients293

Clients Per Financial Advisor24

AKRE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Middleburg, Virginia. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 311296

Assets Under Management $11,599,037,144

No. Of Clients20

Clients Per Financial Advisor1

CORNERSTONE PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 111113

Assets Under Management $10,094,475,873

No. Of Clients827

Clients Per Financial Advisor10

MASON INVESTMENT ADVISORY SERVICES INC is a financial advisory firm situated in Reston, Virginia. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 165976

Assets Under Management $10,055,664,605

No. Of Clients56

Clients Per Financial Advisor3

CBOE VEST FINANCIAL LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 138854

Assets Under Management $8,631,279,440

No. Of Clients565

Clients Per Financial Advisor8

EJF CAPITAL LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 72 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PLATFORM FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 112096

Assets Under Management $7,392,877,103

No. Of Clients391

Clients Per Financial Advisor22

AGINCOURT CAPITAL MANAGEMENT, LLC 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 391 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 109845

Assets Under Management $6,964,910,850

No. Of Clients21

Clients Per Financial Advisor1

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 21 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (COST REIMBURSABLE.)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106375

Assets Under Management $6,606,613,781

No. Of Clients1888

Clients Per Financial Advisor42

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 1888 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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