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Find Retirement Advisors for Retirement Planning in Arlington, 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 Arlington, Virginia

Last Updated - April 25, 2025

Arlington has 24 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Arlington, Virginia have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Arlington, 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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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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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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Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC

Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

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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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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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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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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# 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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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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advisor
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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 Arlington, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
$45,003,485,534354181
A percentage of AUM, Performance Based
2

1001 19th St. N.,17th Fl.,
Arlington, VA, 22209-1722
$26,988,658,3968499
A percentage of AUM, Fixed fees, Performance Based
3

4301 Wilson Blvd.,
Arlington, VA, 22203-1860
$7,208,407,3912041
A percentage of AUM, Other (COST REIMBURSABLE.)
4

2107 Wilson Boulevard, Suite 410
Arlington, VA, 22201
$6,809,997,87723646
A percentage of AUM, Performance Based, Other (PLATFORM FEES)
5

1655 Fort Myer Drive, Suite 920
Arlington, VA, 22209
$4,583,048,1821623
A percentage of AUM, Fixed fees, Performance Based
6

1000 Wilson Boulevard, Suite 3000
Arlington, VA, 22209
$2,876,429,87426181
A percentage of AUM, Performance Based
7

1300 17th Street North, Suite 860
Arlington, VA, 22209
$1,536,700,0002540
A percentage of AUM, Performance Based, Other (NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES)
8

2311 Wilson Boulevard, Suite 600
Arlington, VA, 22201
$1,071,624,708912
A percentage of AUM, Performance Based
9

1776 Wilson Boulevard, Suite 520
Arlington, VA, 22209
$1,062,573,454169521
A percentage of AUM, Fixed fees
10

3811 Fairfax Dr., Suite 710
Arlington, VA, 22203
$937,059,55847
A percentage of AUM, Performance Based
11

1201 Wilson Blvd., 22nd Floor
Arlington, VA, 22209
$854,934,752388
A percentage of AUM, Performance Based
12

1530 Wilson Blvd, Suite 530
Arlington, VA, 22209
$835,725,2351818
A percentage of AUM
13

3811 N Fairfax Drive, Suite 720
Arlington, VA, 22203
$554,892,8161277
A percentage of AUM, Performance Based
14

4501 N Fairfax Drive, Suite 602
Arlington, VA, 22203
$253,337,2846427
A percentage of AUM, Hourly charges, Fixed fees
15

1700 N. Moore St., Suite 1130
Arlington, VA, 22209
$244,932,9747332
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Arlington, Virginia

QualificationsFirm CRD# 137610

Assets Under Management $45,003,485,534

No. Of Clients354

Clients Per Financial Advisor2

SANDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 clients. The team consists of 181 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 individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 104862

Assets Under Management $26,988,658,396

No. Of Clients84

Clients Per Financial Advisor1

STRATEGIC INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 99 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 109845

Assets Under Management $7,208,407,391

No. Of Clients20

Clients Per Financial Advisor0

HOMESTEAD ADVISERS CORP. is a financial advisory firm situated in Arlington, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (COST REIMBURSABLE.)

Financial Planning Services

  • Financial planning services
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 138854

Assets Under Management $6,809,997,877

No. Of Clients236

Clients Per Financial Advisor5

EJF CAPITAL LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PLATFORM FEES)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (COLLATERAL MANAGEMENT)
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QualificationsFirm CRD# 135202

Assets Under Management $4,583,048,182

No. Of Clients16

Clients Per Financial Advisor1

57 STARS LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Other (NON-DISCRETIONARY ADVISORY SERVICES TO PRIVATE INVESTMENT FUNDS)
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QualificationsFirm CRD# 155517

Assets Under Management $2,876,429,874

No. Of Clients26

Clients Per Financial Advisor0

SANDS CAPITAL VENTURES, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 181 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# 293329

Assets Under Management $1,536,700,000

No. Of Clients25

Clients Per Financial Advisor1

GEF CAPITAL PARTNERS is a financial advisory firm situated in Arlington, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (NEGOTIATED ANNUAL FEES
  • PORTFOLIO MONITORING FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 111450

Assets Under Management $1,071,624,708

No. Of Clients9

Clients Per Financial Advisor1

WINSTON CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 149230

Assets Under Management $1,062,573,454

No. Of Clients1695

Clients Per Financial Advisor81

EVERMAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1695 clients. The team consists of 21 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
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 158481

Assets Under Management $937,059,558

No. Of Clients4

Clients Per Financial Advisor1

SOLOMON HESS CAPITAL MANAGEMENT is a financial advisory firm situated in Arlington, Virginia. With a nearly $937M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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 vehicles
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QualificationsFirm CRD# 309915

Assets Under Management $854,934,752

No. Of Clients38

Clients Per Financial Advisor5

WASHINGTON HARBOUR PARTNERS LP is a financial advisory firm situated in Arlington, Virginia. With a nearly $855M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 165067

Assets Under Management $835,725,235

No. Of Clients181

Clients Per Financial Advisor23

BROAD RUN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $836M assets under management, the firm specializes in crafting personalized retirement planning solutions for 181 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 146975

Assets Under Management $554,892,816

No. Of Clients127

Clients Per Financial Advisor18

THE ITHAKA GROUP, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $555M assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 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 individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 132580

Assets Under Management $253,337,284

No. Of Clients642

Clients Per Financial Advisor92

OMEGA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 311665

Assets Under Management $244,932,974

No. Of Clients733

Clients Per Financial Advisor367

COPE CONNELLY is a financial advisory firm situated in Arlington, Virginia. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 733 clients. The team consists of 2 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
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (PRIVATE PLACEMENT CONSULTING)
View Full Profile

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