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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 9, 2024

Alexandria has 22 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

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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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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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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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Mark Standard
Ubs

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

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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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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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Young 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

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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

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

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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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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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Diamond 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

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Jessica 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

advisor-photo

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

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Ashley 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

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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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COLUMBIA CAPITAL
204 S. Union Street,
Alexandria, VA, 22314
$4,651,647,7352427
A Percentage of AUM, Performance Based
2
THE EDGAR LOMAX COMPANY
5971 Kingstowne Village Parkway, Suite 240
Alexandria, VA, 22315
$1,751,390,441416
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
3
MOTLEY FOOL WEALTH MANAGEMENT, LLC
2000 Duke Street, Second Floor
Alexandria, VA, 22314
$1,621,706,028459164
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
$1,226,408,314415
A Percentage of AUM, Performance Based
5
AVENIR CORPORATION
277 South Washington Street, Suite 350
Alexandria, VA, 22314
$1,098,908,0065947
A Percentage of AUM
6
MOTLEY FOOL ASSET MANAGEMENT
2000 Duke Street, Suite 275
Alexandria, VA, 22314-6101
$1,072,838,116610
A Percentage of AUM
7
OXFORD FINANCE ADVISORS, LLC
115 South Union Street, Suite 300
Alexandria, VA, 22314
$995,566,875373
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
$799,672,435198733
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
$409,006,3896643
A Percentage of AUM, Hourly charges, Fixed Fees
10
MONUMENT WEALTH MANAGEMENT
1940 Duke Street, Suite 6100
Alexandria, VA, 22314
$399,813,66583710
A Percentage of AUM, Fixed Fees
11
1623 CAPITAL LLC
2000 Duke Street,
Alexandria, VA, 22314
$244,379,96277
A Percentage of AUM, Performance Based
12
4J WEALTH MANAGEMENT, LLC
320 King St., Suite 10b
Alexandria, VA, 22314
$195,355,0636084
A Percentage of AUM, Hourly charges, Fixed Fees
13
WESTBOURNE INVESTMENTS, INC.
2121 Eisenhower Ave Ste 605,
Alexandria, VA, 22314
$190,281,4582118
A Percentage of AUM, Fixed Fees
14
MCGINN PENNINGER INVESTMENT MANAGMENT, INC.
277 S. Washington Street, Suite 340
Alexandria, VA, 22314
$165,267,8512284
A Percentage of AUM
15
RETIREMENT PLANOLOGY, INC.
950 N Washington St, Ste 242
Alexandria, VA, 22314
$146,877,562593
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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