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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 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 Arlington, Virginia

Last Updated - May 23, 2024

Arlington 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 Arlington, Virginia have an average of 19 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
$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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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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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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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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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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Young Park, CFP®
CFP®
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

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Eric 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

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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# 5685
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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 Arlington, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TOWERS WATSON INVESTMENT SERVICES, INC.
800 N. Glebe Road,
Arlington, VA, 22203
$63,288,614,31287198
A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)
2
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
$38,906,541,054402181
A Percentage of AUM, Performance Based
3
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.,17th Fl.,
Arlington, VA, 22209-1722
$24,901,888,46775105
A Percentage of AUM, Fixed Fees, Performance Based
4
EJF CAPITAL LLC
2107 Wilson Boulevard, Suite 410
Arlington, VA, 22201
$8,631,279,44056572
A Percentage of AUM, Performance Based, Other (PLATFORM FEES)
5
HOMESTEAD ADVISERS CORP.
4301 Wilson Blvd.,
Arlington, VA, 22203-1860
$6,964,910,8502141
A Percentage of AUM, Other (COST REIMBURSABLE.)
6
SANDS CAPITAL VENTURES, LLC
1000 Wilson Boulevard, Suite 3000
Arlington, VA, 22209
$2,697,019,35428105
A Percentage of AUM, Performance Based
7
WEST POTOMAC CAPITAL LLC
4250 Fairfax Drive, Suite 600
Arlington, VA, 22203
$2,547,172,00013
Other (PER PARTICIPANT FEES)
8
WINSTON CAPITAL MANAGEMENT LLC
2311 Wilson Boulevard, Suite 600
Arlington, VA, 22201
$1,894,656,493912
A Percentage of AUM, Performance Based
9
BROAD RUN INVESTMENT MANAGEMENT, LLC
1530 Wilson Blvd, Suite 530
Arlington, VA, 22209
$914,852,0941908
A Percentage of AUM
10
EVERMAY WEALTH MANAGEMENT, LLC
1776 Wilson Boulevard, Suite 520
Arlington, VA, 22209
$799,519,256109516
A Percentage of AUM, Fixed Fees
11
GEF CAPITAL PARTNERS
1300 17th Street North, Suite 860
Arlington, VA, 22209
$646,000,0001829
A Percentage of AUM, Performance Based, Other (NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES)
12
WASHINGTON HARBOUR PARTNERS LP
1201 Wilson Blvd., 22nd Floor
Arlington, VA, 22209
$584,038,467297
A Percentage of AUM, Performance Based
13
THE ITHAKA GROUP, LLC
3811 N Fairfax Drive, Suite 720
Arlington, VA, 22203
$449,930,2402148
A Percentage of AUM, Performance Based
14
ALBRIGHT CAPITAL MANAGEMENT LP
1101 Wilson Blvd., 6th Floor
Arlington, VA, 22209
$346,216,962710
A Percentage of AUM, Performance Based
15
OMEGA WEALTH MANAGEMENT LLC
200 N. Glebe Road, Suite 730
Arlington, VA, 22203
$203,258,1466187
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Arlington, Virginia

QualificationsFirm CRD# 110473

Assets Under Management $63,288,614,312

No. Of Clients87

Clients Per Financial Advisor0

TOWERS WATSON INVESTMENT SERVICES, INC. is a financial advisory firm situated in Arlington, Virginia. With a nearly $63B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 198 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 (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Market Timing Based
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 137610

Assets Under Management $38,906,541,054

No. Of Clients402

Clients Per Financial Advisor2

SANDS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 104862

Assets Under Management $24,901,888,467

No. Of Clients75

Clients Per Financial Advisor1

STRATEGIC INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75 clients. The team consists of 105 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
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QualificationsFirm CRD# 138854

Assets Under Management $8,631,279,440

No. Of Clients565

Clients Per Financial Advisor8

EJF CAPITAL LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 72 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 109845

Assets Under Management $6,964,910,850

No. Of Clients21

Clients Per Financial Advisor1

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 21 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 155517

Assets Under Management $2,697,019,354

No. Of Clients28

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 28 clients. The team consists of 105 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# 309094

Assets Under Management $2,547,172,000

No. Of Clients1

Clients Per Financial Advisor0

WEST POTOMAC CAPITAL 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 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (PER PARTICIPANT FEES)

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111450

Assets Under Management $1,894,656,493

No. Of Clients9

Clients Per Financial Advisor1

WINSTON CAPITAL MANAGEMENT LLC 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 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 165067

Assets Under Management $914,852,094

No. Of Clients190

Clients Per Financial Advisor24

BROAD RUN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $915M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 149230

Assets Under Management $799,519,256

No. Of Clients1095

Clients Per Financial Advisor68

EVERMAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1095 clients. The team consists of 16 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 293329

Assets Under Management $646,000,000

No. Of Clients18

Clients Per Financial Advisor1

GEF CAPITAL PARTNERS is a financial advisory firm situated in Arlington, Virginia. With a nearly $646M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 29 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
View Full Profile

QualificationsFirm CRD# 309915

Assets Under Management $584,038,467

No. Of Clients29

Clients Per Financial Advisor4

WASHINGTON HARBOUR PARTNERS LP is a financial advisory firm situated in Arlington, Virginia. With a nearly $584M assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 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# 146975

Assets Under Management $449,930,240

No. Of Clients214

Clients Per Financial Advisor27

THE ITHAKA GROUP, LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $450M assets under management, the firm specializes in crafting personalized retirement planning solutions for 214 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 Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 133613

Assets Under Management $346,216,962

No. Of Clients7

Clients Per Financial Advisor1

ALBRIGHT CAPITAL MANAGEMENT LP is a financial advisory firm situated in Arlington, Virginia. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 132580

Assets Under Management $203,258,146

No. Of Clients618

Clients Per Financial Advisor88

OMEGA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Arlington, Virginia. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 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
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

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