National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
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 - April 25, 2025

Reston has 25 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Reston, Virginia

advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Bob 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Skip 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

Find An Advisor arrow-right
advisor

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Chris 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Joseph 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Michael 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

MY 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Tom 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Chris 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

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Reston, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

11921 Freedom Drive, Suite 1000
Reston, VA, 20190
$12,155,269,613102779
A percentage of AUM, Fixed fees
2

1800 Alexander Bell Drive, Suite 510
Reston, VA, 20191
$2,680,712,693428442
A percentage of AUM, Fixed fees
3

1875 Campus Commons Drive, Suite 100
Reston, VA, 20191
$1,110,073,209426821
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
$551,081,620413
A percentage of AUM, Performance Based
5

10740 Parkridge Blvd., Suite 150
Reston, VA, 20191
$548,072,60294910
A percentage of AUM, Hourly charges, Fixed fees
6

1984 Isaac Newton Square West, Suite 107
Reston, VA, 20190-5039
$411,754,0954768
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
7

11911 Freedom Drive, Suite 730
Reston, VA, 20190
$341,281,685105612
A percentage of AUM, Hourly charges, Fixed fees
8

11710 Plaza America Drive, Suite 130
Reston, VA, 20190
$308,506,6613493
A percentage of AUM, Fixed fees
9

12030 Sunrise Valley Drive, Suite 325
Reston, VA, 20191
$267,813,7185183
Fixed fees
10

11872 Sunrise Valley Drive, Suite 200
Reston, VA, 20191
$226,550,4343001
A percentage of AUM, Hourly charges, Fixed fees
11

1886 Metro Center Drive, Suite 620
Reston, VA, 20190
$214,569,27210436
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
$200,000,0004255
A percentage of AUM
13

11921 Freedom Drive, Suite 550
Reston, VA, 20190
$177,416,4306755
A percentage of AUM, Fixed fees
14

11710 Plaza America Drive, Suite 2000
Reston, VA, 20190
$136,676,4454024
A percentage of AUM, Hourly charges, Fixed fees
15

11702 Bowman Green Drive, Suite 300
Reston, VA, 20190
$127,010,5893671
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
View Full Profile

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)
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners