Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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 19 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
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
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
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
Young Park
CFP®
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$250,000
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, Insurance Products & Annuities
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
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
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
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
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
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Diamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
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
MY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified
Not Specified
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
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-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
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
Not Specified
Fee-Based, Based on Assets
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 204 S. Union Street, Alexandria, VA, 22314 | $4,651,647,735 | 24 | 27 | A Percentage of AUM, Performance Based |
2 | 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 | 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 | 99 Canal Center Plaza, Suite 400 Alexandria, VA, 22314 | $1,226,408,314 | 4 | 15 | A Percentage of AUM, Performance Based |
5 | 277 South Washington Street, Suite 350 Alexandria, VA, 22314 | $1,098,908,006 | 594 | 7 | A Percentage of AUM |
6 | 2000 Duke Street, Suite 275 Alexandria, VA, 22314-6101 | $1,072,838,116 | 6 | 10 | A Percentage of AUM |
7 | 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 | 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 | 1421 Prince Street, Suite 200 Alexandria, VA, 22314 | $409,006,389 | 664 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | 1940 Duke Street, Suite 6100 Alexandria, VA, 22314 | $399,813,665 | 837 | 10 | A Percentage of AUM, Fixed Fees |
11 | 2000 Duke Street, Alexandria, VA, 22314 | $244,379,962 | 7 | 7 | A Percentage of AUM, Performance Based |
12 | 320 King St., Suite 10b Alexandria, VA, 22314 | $195,355,063 | 608 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | 2121 Eisenhower Ave Ste 605, Alexandria, VA, 22314 | $190,281,458 | 211 | 8 | A Percentage of AUM, Fixed Fees |
14 | 277 S. Washington Street, Suite 340 Alexandria, VA, 22314 | $165,267,851 | 228 | 4 | A Percentage of AUM |
15 | 950 N Washington St, Ste 242 Alexandria, VA, 22314 | $146,877,562 | 59 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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