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 Vienna, 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 Vienna, Virginia
Last Updated - April 18, 2024Vienna has 24 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Vienna, Virginia have an average of 19 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Vienna, Virginia
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
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
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
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
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
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
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
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
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
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 9 Retirement Planning firms in Vienna, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GLASSMAN WEALTH SERVICES, LLC 8000 Towers Crescent Drive, Suite 1450 Vienna, VA, 22182 | $1,800,559,783 | 2634 | 18 | A Percentage of AUM, Fixed Fees |
| 2 | ALDRICH CAPITAL PARTNERS LLC 8614 Westwood Center Drive, Suite 710 Vienna, VA, 22182 | $1,085,580,084 | 14 | 48 | A Percentage of AUM, Performance Based |
| 3 | NAVY FEDERAL INVESTMENT SERVICES, LLC 1007 Electric Ave, Vienna, VA, 22180 | $852,387,830 | 51299 | 136 | A Percentage of AUM |
| 4 | YESKE BUIE INC. 301 Maple Avenue West, Suite 600 Vienna, VA, 22180 | $767,664,432 | 1445 | 12 | A Percentage of AUM |
| 5 | ALLEGIANCE FINANCIAL GROUP 374 Maple Avenue East, Suite 204 Vienna, VA, 22180 | $328,570,499 | 1272 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ATEGRA CAPITAL MANAGEMENT, LLC 8229 Boone Blvd Suite 305, Vienna, VA, 22182 | $281,811,617 | 212 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | CAPITOL PRIVATE WEALTH GROUP LLC 8133 Leesburg Pike, Suite 780 Vienna, VA, 22182 | $256,017,877 | 459 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | ADVISORS FINANCIAL, INC. 8391 Old Courthouse Road, Suite 205 Vienna, VA, 22812 | $238,128,765 | 713 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | PACTOLUS 8614 Westwood Center Drive, Suite 620 Vienna, VA, 22182 | $180,231,165 | 368 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
Information on Top Retirement Planning firms in Vienna, Virginia
QualificationsFirm CRD# 151478
Assets Under Management $1,800,559,783
No. Of Clients2634
Clients Per Financial Advisor146
GLASSMAN WEALTH SERVICES, LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2634 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 283127
Assets Under Management $1,085,580,084
No. Of Clients14
Clients Per Financial Advisor0
ALDRICH CAPITAL PARTNERS LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 48 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# 138459
Assets Under Management $852,387,830
No. Of Clients51299
Clients Per Financial Advisor377
NAVY FEDERAL INVESTMENT SERVICES, LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $852M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51299 clients. The team consists of 136 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 143234
Assets Under Management $767,664,432
No. Of Clients1445
Clients Per Financial Advisor120
YESKE BUIE INC. is a financial advisory firm situated in Vienna, Virginia. With a nearly $768M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1445 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 313110
Assets Under Management $328,570,499
No. Of Clients1272
Clients Per Financial Advisor141
ALLEGIANCE FINANCIAL GROUP is a financial advisory firm situated in Vienna, Virginia. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1272 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 164245
Assets Under Management $281,811,617
No. Of Clients212
Clients Per Financial Advisor19
ATEGRA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 212 clients. The team consists of 11 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 283257
Assets Under Management $256,017,877
No. Of Clients459
Clients Per Financial Advisor66
CAPITOL PRIVATE WEALTH GROUP LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 459 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
- Pension Consulting Services
QualificationsFirm CRD# 144837
Assets Under Management $238,128,765
No. Of Clients713
Clients Per Financial Advisor79
ADVISORS FINANCIAL, INC. is a financial advisory firm situated in Vienna, Virginia. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 155195
Assets Under Management $180,231,165
No. Of Clients368
Clients Per Financial Advisor26
PACTOLUS is a financial advisory firm situated in Vienna, Virginia. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 368 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
- Hourly charges
- Fixed Fees
- Commission Based
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
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 Chesapeake, Virginia
- Retirement Planners in Fairfax, Virginia
- Retirement Planners in Falls Church, Virginia
- Retirement Planners in Mclean, Virginia
- Retirement Planners in Norfolk, Virginia
- Retirement Planners in Richmond, Virginia
- Retirement Planners in Vienna, Virginia
- Retirement Planners in Virginia Beach, Virginia
- Retirement Planners in Williamsburg, Virginia
Looking for more choices? Use our free match service to compare retirement planners serving your area.