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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 - April 25, 2025

Alexandria has 24 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

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Michael 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

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advisor
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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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Chris 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

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Bob 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

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Skip 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

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advisor

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

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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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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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Joseph 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

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MY 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

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Tom 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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Doug 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Geoffrey 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

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Chris 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

204 S. Union Street,
Alexandria, VA, 22314
$5,998,340,1562530
A percentage of AUM, Performance Based
2

2000 Duke Street, Second Floor
Alexandria, VA, 22314
$2,179,069,480440652
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
$1,841,033,142612
A percentage of AUM
4

5971 Kingstowne Village Parkway, Suite 240
Alexandria, VA, 22315
$1,684,077,547399
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
5

99 Canal Center Plaza, Suite 400
Alexandria, VA, 22314
$1,424,806,123415
A percentage of AUM, Performance Based
6

115 South Union Street, Suite 300
Alexandria, VA, 22314
$1,234,524,416380
A percentage of AUM, Performance Based, Other (ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES)
7

277 South Washington Street, Suite 350
Alexandria, VA, 22314
$1,019,146,1654876
A percentage of AUM
8

330 John Carlyle Street, Suite 400
Alexandria, VA, 22314
$1,004,912,030192131
A percentage of AUM, Hourly charges, Fixed fees, Other (WORKSHOPS AND SEMINARS)
9

1940 Duke Street, Suite 6100
Alexandria, VA, 22314
$433,823,87082610
A percentage of AUM, Fixed fees
10

1421 Prince Street, Suite 200
Alexandria, VA, 22314
$427,887,7136623
A percentage of AUM, Hourly charges, Fixed fees
11

320 King St., Suite 10b
Alexandria, VA, 22314
$294,051,8257245
A percentage of AUM, Hourly charges, Fixed fees
12

950 N Washington St, Ste 242
Alexandria, VA, 22314
$191,643,207633
A percentage of AUM, Hourly charges, Fixed fees
13

277 S. Washington Street, Suite 340
Alexandria, VA, 22314
$162,621,4832314
A percentage of AUM
14

1800 Diagonal Road, Suite 600
Alexandria, VA, 22314
$162,303,5332023
A percentage of AUM, Hourly charges, Fixed fees
15

2121 Eisenhower Ave Ste 605,
Alexandria, VA, 22314
$151,796,8354517
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
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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
View Full Profile

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
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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
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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
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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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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