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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 - April 17, 2024Arlington 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
VERIFIEDNicholas 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
VERIFIED 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
VERIFIEDMichael 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
VERIFIEDAdam 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
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
VERIFIEDScott 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
VERIFIEDYoung 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
VERIFIEDKevin 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
VERIFIEDEric 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
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# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED 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
VERIFIEDDarren 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
VERIFIEDFrank 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
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
VERIFIEDDiamond 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
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
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAshley 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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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 | TOWERS WATSON INVESTMENT SERVICES, INC. 800 N. Glebe Road, Arlington, VA, 22203 | $63,288,614,312 | 87 | 198 | 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 | $38,906,541,054 | 402 | 181 | A Percentage of AUM, Performance Based |
| 3 | STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | $24,901,888,467 | 75 | 105 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | EJF CAPITAL LLC 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | $8,631,279,440 | 565 | 72 | A Percentage of AUM, Performance Based, Other (PLATFORM FEES) |
| 5 | HOMESTEAD ADVISERS CORP. 4301 Wilson Blvd., Arlington, VA, 22203-1860 | $6,964,910,850 | 21 | 41 | A Percentage of AUM, Other (COST REIMBURSABLE.) |
| 6 | SANDS CAPITAL VENTURES, LLC 1000 Wilson Boulevard, Suite 3000 Arlington, VA, 22209 | $2,697,019,354 | 28 | 105 | A Percentage of AUM, Performance Based |
| 7 | WEST POTOMAC CAPITAL LLC 4250 Fairfax Drive, Suite 600 Arlington, VA, 22203 | $2,547,172,000 | 1 | 3 | Other (PER PARTICIPANT FEES) |
| 8 | WINSTON CAPITAL MANAGEMENT LLC 2311 Wilson Boulevard, Suite 600 Arlington, VA, 22201 | $1,894,656,493 | 9 | 12 | A Percentage of AUM, Performance Based |
| 9 | BROAD RUN INVESTMENT MANAGEMENT, LLC 1530 Wilson Blvd, Suite 530 Arlington, VA, 22209 | $914,852,094 | 190 | 8 | A Percentage of AUM |
| 10 | EVERMAY WEALTH MANAGEMENT, LLC 1776 Wilson Boulevard, Suite 520 Arlington, VA, 22209 | $799,519,256 | 1095 | 16 | A Percentage of AUM, Fixed Fees |
| 11 | GEF CAPITAL PARTNERS 1300 17th Street North, Suite 860 Arlington, VA, 22209 | $646,000,000 | 18 | 29 | 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 | $584,038,467 | 29 | 7 | A Percentage of AUM, Performance Based |
| 13 | THE ITHAKA GROUP, LLC 3811 N Fairfax Drive, Suite 720 Arlington, VA, 22203 | $449,930,240 | 214 | 8 | A Percentage of AUM, Performance Based |
| 14 | ALBRIGHT CAPITAL MANAGEMENT LP 1101 Wilson Blvd., 6th Floor Arlington, VA, 22209 | $346,216,962 | 7 | 10 | A Percentage of AUM, Performance Based |
| 15 | OMEGA WEALTH MANAGEMENT LLC 200 N. Glebe Road, Suite 730 Arlington, VA, 22203 | $203,258,146 | 618 | 7 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.