Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Reston, 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 Reston, Virginia
Last Updated - May 22, 2025Reston has 27 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Reston, Virginia have an average of 20 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Reston, Virginia
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
VERIFIEDJoseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, 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
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
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
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
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
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 Reston, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 11921 Freedom Drive, Suite 1000 Reston, VA, 20190 | $12,155,269,613 | 1027 | 79 | A percentage of AUM, Fixed fees |
| 2 | 1800 Alexander Bell Drive, Suite 510 Reston, VA, 20191 | $2,680,712,693 | 4284 | 42 | A percentage of AUM, Fixed fees |
| 3 | 1875 Campus Commons Drive, Suite 100 Reston, VA, 20191 | $1,110,073,209 | 4268 | 21 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT) |
| 4 | 11720 Plaza America Drive, Suite 650 Reston, VA, 20190 | $551,081,620 | 4 | 13 | A percentage of AUM, Performance Based |
| 5 | 10740 Parkridge Blvd., Suite 150 Reston, VA, 20191 | $548,072,602 | 949 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1984 Isaac Newton Square West, Suite 107 Reston, VA, 20190-5039 | $411,754,095 | 476 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 7 | 11911 Freedom Drive, Suite 730 Reston, VA, 20190 | $341,281,685 | 1056 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 11710 Plaza America Drive, Suite 130 Reston, VA, 20190 | $308,506,661 | 349 | 3 | A percentage of AUM, Fixed fees |
| 9 | 12030 Sunrise Valley Drive, Suite 325 Reston, VA, 20191 | $267,813,718 | 518 | 3 | Fixed fees |
| 10 | 11872 Sunrise Valley Drive, Suite 200 Reston, VA, 20191 | $226,550,434 | 300 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1886 Metro Center Drive, Suite 620 Reston, VA, 20190 | $214,569,272 | 1043 | 6 | A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS) |
| 12 | 1939 Roland Clarke Place Suite 350, Reston, VA, 20191 | $200,000,000 | 425 | 5 | A percentage of AUM |
| 13 | 11921 Freedom Drive, Suite 550 Reston, VA, 20190 | $177,416,430 | 675 | 5 | A percentage of AUM, Fixed fees |
| 14 | 11710 Plaza America Drive, Suite 2000 Reston, VA, 20190 | $136,676,445 | 402 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 11702 Bowman Green Drive, Suite 300 Reston, VA, 20190 | $127,010,589 | 367 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Reston, Virginia
QualificationsFirm CRD# 111113
Assets Under Management $12,155,269,613
No. Of Clients1027
Clients Per Financial Advisor13
MASON INVESTMENT ADVISORY SERVICES INC is a financial advisory firm situated in Reston, Virginia. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1027 clients. The team consists of 79 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# 106945
Assets Under Management $2,680,712,693
No. Of Clients4284
Clients Per Financial Advisor102
THE BURNEY COMPANY is a financial advisory firm situated in Reston, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4284 clients. The team consists of 42 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 investment companies
- Other (TAX PREPARATION SERVICES)
QualificationsFirm CRD# 116763
Assets Under Management $1,110,073,209
No. Of Clients4268
Clients Per Financial Advisor203
ACORN FINANCIAL ADVISORY SERVICES, INC. is a financial advisory firm situated in Reston, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4268 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
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT)
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
- Other (SUBADVISORY PORTFOLIO MANAGEMENT SERVICES OTHER REGISTERED INVESTMENT ADVISERS)
QualificationsFirm CRD# 319581
Assets Under Management $551,081,620
No. Of Clients4
Clients Per Financial Advisor0
LNC PARTNERS is a financial advisory firm situated in Reston, Virginia. With a nearly $551M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 13 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# 127927
Assets Under Management $548,072,602
No. Of Clients949
Clients Per Financial Advisor95
HOPWOOD FINANCIAL SERVICES, INC. is a financial advisory firm situated in Reston, Virginia. With a nearly $548M assets under management, the firm specializes in crafting personalized retirement planning solutions for 949 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 148816
Assets Under Management $411,754,095
No. Of Clients476
Clients Per Financial Advisor60
RESTON WEALTH MANAGEMENT is a financial advisory firm situated in Reston, Virginia. With a nearly $412M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 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
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 159026
Assets Under Management $341,281,685
No. Of Clients1056
Clients Per Financial Advisor88
AOG WEALTH MANAGEMENT is a financial advisory firm situated in Reston, Virginia. With a nearly $341M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1056 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
QualificationsFirm CRD# 122235
Assets Under Management $308,506,661
No. Of Clients349
Clients Per Financial Advisor116
SENTINEL WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Reston, Virginia. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 333693
Assets Under Management $267,813,718
No. Of Clients518
Clients Per Financial Advisor173
PIEDMONT WEALTH ADVISORY is a financial advisory firm situated in Reston, Virginia. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 518 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 112038
Assets Under Management $226,550,434
No. Of Clients300
Clients Per Financial Advisor300
INTEGRATED FINANCIAL SOLUTIONS, INC. is a financial advisory firm situated in Reston, Virginia. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 1 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
QualificationsFirm CRD# 165983
Assets Under Management $214,569,272
No. Of Clients1043
Clients Per Financial Advisor174
PRESTON WEALTH ADVISORS, LLC. is a financial advisory firm situated in Reston, Virginia. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1043 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 130408
Assets Under Management $200,000,000
No. Of Clients425
Clients Per Financial Advisor85
INVESTOLOGY INC. is a financial advisory firm situated in Reston, Virginia. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 328429
Assets Under Management $177,416,430
No. Of Clients675
Clients Per Financial Advisor135
DECISIONMAP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Reston, Virginia. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 675 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
- 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# 316629
Assets Under Management $136,676,445
No. Of Clients402
Clients Per Financial Advisor101
BUCHANAN WEALTH MANAGEMENT is a financial advisory firm situated in Reston, Virginia. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 287965
Assets Under Management $127,010,589
No. Of Clients367
Clients Per Financial Advisor367
T.M. WEALTH MANAGEMENT is a financial advisory firm situated in Reston, Virginia. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 367 clients. The team consists of 1 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
- Pesnsion consulting services
- Education seminars/workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Alexandria, Virginia
- Retirement Planners in Arlington, Virginia
- Retirement Planners in Ashburn, Virginia
- Retirement Planners in Cape Charles, Virginia
- Retirement Planners in Chesapeake, Virginia
- Retirement Planners in Falls Church, Virginia
- Retirement Planners in Harrisonburg, Virginia
- Retirement Planners in Leesburg, Virginia
- Retirement Planners in Manassas, Virginia
- Retirement Planners in Mclean, Virginia
- Retirement Planners in Richmond, Virginia
- Retirement Planners in Vienna, Virginia
- Retirement Planners in Virginia Beach, Virginia
Looking for more choices? Use our free match service to compare retirement planners serving your area.