Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Vienna has 25 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 20 years of experience.
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
Not Specified
Fee-Based, Based on Assets
Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC
Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Fee-Based, Based on Assets
Bob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
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
Fee-Only, Based on Assets
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
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
Fee-Only, Flat Fee, Based on Assets
Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.
Qualifications
CRD# 5124838
Firm CRD# 109800
Minimum Assets Required
$500,000
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
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Chris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
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
Fee-Only, Flat Fee
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
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
Fee-Based, Based on Assets
Nicholas Greggory Caramanica
CFP®
Arlington Wealth Planning, LLC
Qualifications
CRD# 6154567
Firm CRD# 289946
Minimum Assets Required
$100,000
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
Fee-Only, Hourly, Based on Assets
Young Park
CFP®
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$250,000
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Diamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Joseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
MY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
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
Fee-Based, Flat Fee, Based on Assets
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
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Not Specified
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 8000 Towers Crescent Drive, Suite 1450 Vienna, VA, 22182 | $1,800,559,783 | 2634 | 18 | A Percentage of AUM, Fixed Fees |
2 | 8614 Westwood Center Drive, Suite 710 Vienna, VA, 22182 | $1,085,580,084 | 14 | 48 | A Percentage of AUM, Performance Based |
3 | 1007 Electric Ave, Vienna, VA, 22180 | $852,387,830 | 51299 | 136 | A Percentage of AUM |
4 | 301 Maple Avenue West, Suite 600 Vienna, VA, 22180 | $767,664,432 | 1445 | 12 | A Percentage of AUM |
5 | 374 Maple Avenue East, Suite 204 Vienna, VA, 22180 | $328,570,499 | 1272 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | 8229 Boone Blvd Suite 305, Vienna, VA, 22182 | $281,811,617 | 212 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
7 | 8133 Leesburg Pike, Suite 780 Vienna, VA, 22182 | $256,017,877 | 459 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | 8391 Old Courthouse Road, Suite 205 Vienna, VA, 22812 | $238,128,765 | 713 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | 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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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