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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 - May 15, 2025Arlington has 26 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
VERIFIEDMichael 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
VERIFIEDChris 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 65
Minimum Assets Required
$250,000
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-Based, Based on Assets
VERIFIEDRoshan 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
VERIFIEDBob 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
VERIFIEDSkip 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
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
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
VERIFIEDCenturion Wealth Management, LLC
CFP®, CPWA®, CIMA®, ChFC®
Qualifications
Firm CRD# 317929
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
VERIFIEDMY 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
VERIFIEDTom 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
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
VERIFIEDChris 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Arlington, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209 | $45,003,485,534 | 354 | 181 | A percentage of AUM, Performance Based |
| 2 | 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | $26,988,658,396 | 84 | 99 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 4301 Wilson Blvd., Arlington, VA, 22203-1860 | $7,208,407,391 | 20 | 41 | A percentage of AUM, Other (COST REIMBURSABLE.) |
| 4 | 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | $6,809,997,877 | 236 | 46 | A percentage of AUM, Performance Based, Other (PLATFORM FEES) |
| 5 | 1655 Fort Myer Drive, Suite 920 Arlington, VA, 22209 | $4,583,048,182 | 16 | 23 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 1000 Wilson Boulevard, Suite 3000 Arlington, VA, 22209 | $2,876,429,874 | 26 | 181 | A percentage of AUM, Performance Based |
| 7 | 1300 17th Street North, Suite 860 Arlington, VA, 22209 | $1,536,700,000 | 25 | 40 | A percentage of AUM, Performance Based, Other (NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES) |
| 8 | 2311 Wilson Boulevard, Suite 600 Arlington, VA, 22201 | $1,071,624,708 | 9 | 12 | A percentage of AUM, Performance Based |
| 9 | 1776 Wilson Boulevard, Suite 520 Arlington, VA, 22209 | $1,062,573,454 | 1695 | 21 | A percentage of AUM, Fixed fees |
| 10 | 3811 Fairfax Dr., Suite 710 Arlington, VA, 22203 | $937,059,558 | 4 | 7 | A percentage of AUM, Performance Based |
| 11 | 1201 Wilson Blvd., 22nd Floor Arlington, VA, 22209 | $854,934,752 | 38 | 8 | A percentage of AUM, Performance Based |
| 12 | 1530 Wilson Blvd, Suite 530 Arlington, VA, 22209 | $835,725,235 | 181 | 8 | A percentage of AUM |
| 13 | 3811 N Fairfax Drive, Suite 720 Arlington, VA, 22203 | $554,892,816 | 127 | 7 | A percentage of AUM, Performance Based |
| 14 | 4501 N Fairfax Drive, Suite 602 Arlington, VA, 22203 | $253,337,284 | 642 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 1700 N. Moore St., Suite 1130 Arlington, VA, 22209 | $244,932,974 | 733 | 2 | 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
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
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
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)
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)
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
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
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
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
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
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
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
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
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
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)
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