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Find Retirement Advisors for Retirement Planning in Charlottesville, 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 Charlottesville, Virginia
Last Updated - April 25, 2025Charlottesville has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 25 non-vetted advisors in your local area. These retirement advisors in Charlottesville, Virginia have an average of 13 years of experience.
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List of Qualified Retirement Planning Advisors in Charlottesville, Virginia
VERIFIEDQualifications
CRD# 6009188
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth 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, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Charlottesville, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 240 W Main Street, Suite 500 Charlottesville, VA, 22902 | $32,231,415,180 | 53 | 47 | A percentage of AUM, Performance Based |
| 2 | 675 Peter Jefferson Parkway, Suite 400 Charlottesville, VA, 22911 | $20,033,497,535 | 22 | 30 | A percentage of AUM, Performance Based |
| 3 | 550 E Water Street, Suite 888 Charlottesville, VA, 22902 | $5,606,919,722 | 5 | 9 | A percentage of AUM, Performance Based |
| 4 | 240 W Main Street, Suite 600 Charlottesville, VA, 22902 | $3,071,215,301 | 2 | 33 | A percentage of AUM, Performance Based |
| 5 | 240 W. Main Street, Suite 300 Charlottesville, VA, 22902-5009 | $2,107,511,630 | 2 | 39 | Performance Based |
| 6 | 320 E. Main Street, Suite B Charlottesville, VA, 22902 | $1,526,888,168 | 1 | 7 | A percentage of AUM |
| 7 | 2 Boars Head Place, Suite 250 Charlottesville, VA, 22903 | $1,026,099,009 | 5 | 2 | A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 8 | 410 White Gables Ln, Charlottesville, VA, 22903-4994 | $853,709,732 | 257 | 4 | A percentage of AUM |
| 9 | The Gleason Building, 200 Garrett Street, Suite F Charlottesville, VA, 22902-5662 | $799,084,794 | 7 | 9 | A percentage of AUM, Performance Based |
| 10 | One Boars Head Pointe, Suite 101 Charlottesville, VA, 22903-4612 | $704,356,347 | 827 | 8 | A percentage of AUM |
| 11 | 240 W. Main St, Suite 310 Charlottesville, VA, 22902 | $699,013,185 | 1 | 5 | A percentage of AUM, Performance Based |
| 12 | 1000 Ednam Center, Suite 200 Charlottesville, VA, 22903-4615 | $591,213,683 | 1987 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 404 People Place, 4th Floor Charlottesville, VA, 22911 | $516,639,141 | 59 | 3 | A percentage of AUM, Performance Based |
| 14 | 2410 Old Ivy Road, Suite 310 Charlottesville, VA, 22903 | $357,210,630 | 8 | 14 | A percentage of AUM, Performance Based |
| 15 | 350 Old Ivy Way, Suite 100, Charlottesville, VA, 22903-4897 | $354,779,952 | 110 | 7 | A percentage of AUM, Hourly charges, Other (PERCENT OF CONSULTING, FLAT FEE FOR FINANCIAL PLANNING) |
Information on Top Retirement Planning firms in Charlottesville, Virginia
QualificationsFirm CRD# 130099
Assets Under Management $32,231,415,180
No. Of Clients53
Clients Per Financial Advisor1
INVESTURE, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 47 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 311296
Assets Under Management $20,033,497,535
No. Of Clients22
Clients Per Financial Advisor1
CORNERSTONE PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 30 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# 168872
Assets Under Management $5,606,919,722
No. Of Clients5
Clients Per Financial Advisor1
FOXHAVEN ASSET MANAGEMENT, LP is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 9 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# 161395
Assets Under Management $3,071,215,301
No. Of Clients2
Clients Per Financial Advisor0
QUAD-C MANAGEMENT, INC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 156869
Assets Under Management $2,107,511,630
No. Of Clients2
Clients Per Financial Advisor0
QUANTITATIVE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 158330
Assets Under Management $1,526,888,168
No. Of Clients1
Clients Per Financial Advisor0
BLUESTEM ASSET MANAGEMENT, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 pooled investment vehicles
QualificationsFirm CRD# 167470
Assets Under Management $1,026,099,009
No. Of Clients5
Clients Per Financial Advisor3
QUINN OPPORTUNITY PARTNERS is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 162411
Assets Under Management $853,709,732
No. Of Clients257
Clients Per Financial Advisor64
MORRIS & WELLS WEALTH MANAGEMENT is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 257 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 158494
Assets Under Management $799,084,794
No. Of Clients7
Clients Per Financial Advisor1
HARREN EQUITY PARTNERS, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $799M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 9 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# 108341
Assets Under Management $704,356,347
No. Of Clients827
Clients Per Financial Advisor103
A. N. CULBERTSON & COMPANY, INC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $704M assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PROFIT SHARING PLANS)
QualificationsFirm CRD# 165053
Assets Under Management $699,013,185
No. Of Clients1
Clients Per Financial Advisor0
GUARDIAN POINT CAPITAL, LP is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $699M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 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# 115645
Assets Under Management $591,213,683
No. Of Clients1987
Clients Per Financial Advisor110
MAROTTA WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1987 clients. The team consists of 18 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 292664
Assets Under Management $516,639,141
No. Of Clients59
Clients Per Financial Advisor20
MASONRY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $517M 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 316139
Assets Under Management $357,210,630
No. Of Clients8
Clients Per Financial Advisor1
IRON PATH CAPITAL, L.P. is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 14 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# 104648
Assets Under Management $354,779,952
No. Of Clients110
Clients Per Financial Advisor16
CHASE INVESTMENT COUNSEL CORPORATION is a financial advisory firm situated in Charlottesville, Virginia. With a nearly $355M assets under management, the firm specializes in crafting personalized retirement planning solutions for 110 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
- Other (PERCENT OF CONSULTING
- FLAT FEE FOR FINANCIAL PLANNING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Retirement Planners Near You
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