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Find Retirement Advisors for Retirement Planning in Alexandria, Virginia
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Alexandria, Virginia
Last Updated - May 15, 2025Alexandria has 26 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Alexandria, Virginia have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Alexandria, Virginia
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
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
VERIFIEDBryan 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
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Advisory Services:
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
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 65
Minimum Assets Required
$250,000
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDSkip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
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
VERIFIEDJeffrey 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
VERIFIEDCenturion Wealth Management, LLC
CFP®, CPWA®, CIMA®, ChFC®
Qualifications
Firm CRD# 317929
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
VERIFIEDJoseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
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-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Alexandria, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 204 S. Union Street, Alexandria, VA, 22314 | $5,998,340,156 | 25 | 30 | A percentage of AUM, Performance Based |
| 2 | 2000 Duke Street, Second Floor Alexandria, VA, 22314 | $2,179,069,480 | 4406 | 52 | A percentage of AUM, Fixed fees, Other (PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS) |
| 3 | 2000 Duke Street, Suite 275 Alexandria, VA, 22314-6101 | $1,841,033,142 | 6 | 12 | A percentage of AUM |
| 4 | 5971 Kingstowne Village Parkway, Suite 240 Alexandria, VA, 22315 | $1,684,077,547 | 39 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 5 | 99 Canal Center Plaza, Suite 400 Alexandria, VA, 22314 | $1,424,806,123 | 4 | 15 | A percentage of AUM, Performance Based |
| 6 | 115 South Union Street, Suite 300 Alexandria, VA, 22314 | $1,234,524,416 | 3 | 80 | A percentage of AUM, Performance Based, Other (ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES) |
| 7 | 277 South Washington Street, Suite 350 Alexandria, VA, 22314 | $1,019,146,165 | 487 | 6 | A percentage of AUM |
| 8 | 330 John Carlyle Street, Suite 400 Alexandria, VA, 22314 | $1,004,912,030 | 1921 | 31 | A percentage of AUM, Hourly charges, Fixed fees, Other (WORKSHOPS AND SEMINARS) |
| 9 | 1940 Duke Street, Suite 6100 Alexandria, VA, 22314 | $433,823,870 | 826 | 10 | A percentage of AUM, Fixed fees |
| 10 | 1421 Prince Street, Suite 200 Alexandria, VA, 22314 | $427,887,713 | 662 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 320 King St., Suite 10b Alexandria, VA, 22314 | $294,051,825 | 724 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 950 N Washington St, Ste 242 Alexandria, VA, 22314 | $191,643,207 | 63 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 277 S. Washington Street, Suite 340 Alexandria, VA, 22314 | $162,621,483 | 231 | 4 | A percentage of AUM |
| 14 | 1800 Diagonal Road, Suite 600 Alexandria, VA, 22314 | $162,303,533 | 202 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 2121 Eisenhower Ave Ste 605, Alexandria, VA, 22314 | $151,796,835 | 451 | 7 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Alexandria, Virginia
QualificationsFirm CRD# 159616
Assets Under Management $5,998,340,156
No. Of Clients25
Clients Per Financial Advisor1
COLUMBIA CAPITAL is a financial advisory firm situated in Alexandria, Virginia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 30 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 vehicles
QualificationsFirm CRD# 165689
Assets Under Management $2,179,069,480
No. Of Clients4406
Clients Per Financial Advisor85
MOTLEY FOOL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alexandria, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4406 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 149688
Assets Under Management $1,841,033,142
No. Of Clients6
Clients Per Financial Advisor1
MOTLEY FOOL ASSET MANAGEMENT is a financial advisory firm situated in Alexandria, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 105444
Assets Under Management $1,684,077,547
No. Of Clients39
Clients Per Financial Advisor4
THE EDGAR LOMAX COMPANY is a financial advisory firm situated in Alexandria, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 283131
Assets Under Management $1,424,806,123
No. Of Clients4
Clients Per Financial Advisor0
DC CAPITAL PARTNERS MANAGEMENT, L.P. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 15 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 vehicles
QualificationsFirm CRD# 304433
Assets Under Management $1,234,524,416
No. Of Clients3
Clients Per Financial Advisor0
OXFORD FINANCE ADVISORS, LLC is a financial advisory firm situated in Alexandria, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
- Other (ORIGINATION
- LEVERAGE SOURCING AND ADMINISTRATION FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 110545
Assets Under Management $1,019,146,165
No. Of Clients487
Clients Per Financial Advisor81
AVENIR CORPORATION is a financial advisory firm situated in Alexandria, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 6 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 individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 152956
Assets Under Management $1,004,912,030
No. Of Clients1921
Clients Per Financial Advisor62
CAMPBELL WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1921 clients. The team consists of 31 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 (WORKSHOPS AND SEMINARS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS)
QualificationsFirm CRD# 159882
Assets Under Management $433,823,870
No. Of Clients826
Clients Per Financial Advisor83
MONUMENT WEALTH MANAGEMENT is a financial advisory firm situated in Alexandria, Virginia. With a nearly $434M assets under management, the firm specializes in crafting personalized retirement planning solutions for 826 clients. The team consists of 10 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 147529
Assets Under Management $427,887,713
No. Of Clients662
Clients Per Financial Advisor221
MCLAUGHLIN RYDER INVESTMENTS, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $428M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 297268
Assets Under Management $294,051,825
No. Of Clients724
Clients Per Financial Advisor145
4J WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alexandria, Virginia. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 171302
Assets Under Management $191,643,207
No. Of Clients63
Clients Per Financial Advisor21
RETIREMENT PLANOLOGY, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Pesnsion consulting services
QualificationsFirm CRD# 107396
Assets Under Management $162,621,483
No. Of Clients231
Clients Per Financial Advisor58
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 231 clients. The team consists of 4 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 148727
Assets Under Management $162,303,533
No. Of Clients202
Clients Per Financial Advisor67
8TH STREET INVESTMENTS, LLC is a financial advisory firm situated in Alexandria, Virginia. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 37499
Assets Under Management $151,796,835
No. Of Clients451
Clients Per Financial Advisor64
WESTBOURNE INVESTMENTS, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 451 clients. The team consists of 7 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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Looking for more choices? Use our free match service to compare retirement planners serving your area.