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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 you 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 registrations check. 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 18, 2024Alexandria 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Alexandria, Virginia
VERIFIEDAdam 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
VERIFIEDScott 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
VERIFIEDNicholas 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
VERIFIED Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael 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
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
VERIFIEDYoung Park
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDKevin 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
VERIFIEDEric 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
VERIFIEDBob Howard
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
VERIFIED 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
VERIFIEDDarren 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
VERIFIEDFrank 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
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
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDJessica Light
CFP®
Prudential
Qualifications
CRD# 6838355
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
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
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 15 Retirement Planning firms in Alexandria, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | COLUMBIA CAPITAL 204 S. Union Street, Alexandria, VA, 22314 | $4,651,647,735 | 24 | 27 | A Percentage of AUM, Performance Based |
| 2 | THE EDGAR LOMAX COMPANY 5971 Kingstowne Village Parkway, Suite 240 Alexandria, VA, 22315 | $1,751,390,441 | 41 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | MOTLEY FOOL WEALTH MANAGEMENT, LLC 2000 Duke Street, Second Floor Alexandria, VA, 22314 | $1,621,706,028 | 4591 | 64 | A Percentage of AUM, Fixed Fees, Other (PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS) |
| 4 | DC CAPITAL PARTNERS MANAGEMENT, L.P. 99 Canal Center Plaza, Suite 400 Alexandria, VA, 22314 | $1,226,408,314 | 4 | 15 | A Percentage of AUM, Performance Based |
| 5 | AVENIR CORPORATION 277 South Washington Street, Suite 350 Alexandria, VA, 22314 | $1,098,908,006 | 594 | 7 | A Percentage of AUM |
| 6 | MOTLEY FOOL ASSET MANAGEMENT 2000 Duke Street, Suite 275 Alexandria, VA, 22314-6101 | $1,072,838,116 | 6 | 10 | A Percentage of AUM |
| 7 | OXFORD FINANCE ADVISORS, LLC 115 South Union Street, Suite 300 Alexandria, VA, 22314 | $995,566,875 | 3 | 73 | A Percentage of AUM, Performance Based, Other (ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES) |
| 8 | CAMPBELL WEALTH MANAGEMENT, INC. 330 John Carlyle Street, Suite 400 Alexandria, VA, 22314 | $799,672,435 | 1987 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (WORKSHOPS AND SEMINARS) |
| 9 | MCLAUGHLIN RYDER INVESTMENTS, INC. 1421 Prince Street, Suite 200 Alexandria, VA, 22314 | $409,006,389 | 664 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | MONUMENT WEALTH MANAGEMENT 1940 Duke Street, Suite 6100 Alexandria, VA, 22314 | $399,813,665 | 837 | 10 | A Percentage of AUM, Fixed Fees |
| 11 | 1623 CAPITAL LLC 2000 Duke Street, Alexandria, VA, 22314 | $244,379,962 | 7 | 7 | A Percentage of AUM, Performance Based |
| 12 | 4J WEALTH MANAGEMENT, LLC 320 King St., Suite 10b Alexandria, VA, 22314 | $195,355,063 | 608 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | WESTBOURNE INVESTMENTS, INC. 2121 Eisenhower Ave Ste 605, Alexandria, VA, 22314 | $190,281,458 | 211 | 8 | A Percentage of AUM, Fixed Fees |
| 14 | MCGINN PENNINGER INVESTMENT MANAGMENT, INC. 277 S. Washington Street, Suite 340 Alexandria, VA, 22314 | $165,267,851 | 228 | 4 | A Percentage of AUM |
| 15 | RETIREMENT PLANOLOGY, INC. 950 N Washington St, Ste 242 Alexandria, VA, 22314 | $146,877,562 | 59 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Alexandria, Virginia
QualificationsFirm CRD# 159616
Assets Under Management $4,651,647,735
No. Of Clients24
Clients Per Financial Advisor1
COLUMBIA CAPITAL is a financial advisory firm situated in Alexandria, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 27 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
QualificationsFirm CRD# 105444
Assets Under Management $1,751,390,441
No. Of Clients41
Clients Per Financial Advisor7
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 41 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 165689
Assets Under Management $1,621,706,028
No. Of Clients4591
Clients Per Financial Advisor72
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 4591 clients. The team consists of 64 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
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 283131
Assets Under Management $1,226,408,314
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
QualificationsFirm CRD# 110545
Assets Under Management $1,098,908,006
No. Of Clients594
Clients Per Financial Advisor85
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 594 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 149688
Assets Under Management $1,072,838,116
No. Of Clients6
Clients Per Financial Advisor1
MOTLEY FOOL ASSET MANAGEMENT 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 6 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 304433
Assets Under Management $995,566,875
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 73 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
QualificationsFirm CRD# 152956
Assets Under Management $799,672,435
No. Of Clients1987
Clients Per Financial Advisor60
CAMPBELL WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1987 clients. The team consists of 33 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 147529
Assets Under Management $409,006,389
No. Of Clients664
Clients Per Financial Advisor221
MCLAUGHLIN RYDER INVESTMENTS, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 664 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 159882
Assets Under Management $399,813,665
No. Of Clients837
Clients Per Financial Advisor84
MONUMENT WEALTH MANAGEMENT is a financial advisory firm situated in Alexandria, Virginia. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 837 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 299755
Assets Under Management $244,379,962
No. Of Clients7
Clients Per Financial Advisor1
1623 CAPITAL LLC is a financial advisory firm situated in Alexandria, Virginia. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 297268
Assets Under Management $195,355,063
No. Of Clients608
Clients Per Financial Advisor152
4J WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Alexandria, Virginia. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 608 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 37499
Assets Under Management $190,281,458
No. Of Clients211
Clients Per Financial Advisor26
WESTBOURNE INVESTMENTS, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 211 clients. The team consists of 8 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
QualificationsFirm CRD# 107396
Assets Under Management $165,267,851
No. Of Clients228
Clients Per Financial Advisor57
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 228 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 171302
Assets Under Management $146,877,562
No. Of Clients59
Clients Per Financial Advisor20
RETIREMENT PLANOLOGY, INC. is a financial advisory firm situated in Alexandria, Virginia. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 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
- Pension Consulting Services
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