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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 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 Vienna, Virginia

Last Updated - April 25, 2025

Vienna has 25 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Vienna, Virginia have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Vienna, Virginia

advisor
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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

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advisor
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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

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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

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advisor
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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

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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

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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

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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

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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

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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

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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

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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

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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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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

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advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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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

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advisor
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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

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Top 12 Retirement Planning firms in Vienna, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1945 Old Gallows Road, Suite 750
Vienna, VA, 22182
$2,376,306,700511917
A percentage of AUM, Fixed fees
2

8000 Towers Crescent Drive, Suite 1450
Vienna, VA, 22182
$2,053,022,712272018
A percentage of AUM, Fixed fees
3

1007 Electric Ave,
Vienna, VA, 22180
$1,472,814,4956072151
A percentage of AUM
4

8614 Westwood Center Drive, Suite 310
Vienna, VA, 22182
$1,322,181,149186010
Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS)
5

301 Maple Avenue West, Suite 600
Vienna, VA, 22180
$925,924,273142915
A percentage of AUM
6

8150 Leesburg Pike, Suite 630
Vienna, VA, 22182
$450,705,75216966
A percentage of AUM, Hourly charges, Fixed fees
7

374 Maple Avenue East, Suite 204
Vienna, VA, 22180
$418,754,604127310
A percentage of AUM, Hourly charges, Fixed fees
8

8391 Old Courthouse Road, Suite 205
Vienna, VA, 22182
$292,512,0997018
A percentage of AUM, Hourly charges, Fixed fees
9

8614 Westwood Center Drive, Suite 620
Vienna, VA, 22182
$185,836,25737513
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based
10

8229 Boone Blvd, Suite 300
Vienna, VA, 22182
$149,744,0002554
A percentage of AUM, Hourly charges
11

8229 Boone Blvd Suite 300,
Vienna, VA, 22182
$117,291,74926
A percentage of AUM, Performance Based
12

8000 Towers Crescent Drive,
Vienna, VA, 22182
$001
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Vienna, Virginia

QualificationsFirm CRD# 306510

Assets Under Management $2,376,306,700

No. Of Clients5119

Clients Per Financial Advisor301

REMBERT PENDLETON JACKSON 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 5119 clients. The team consists of 17 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
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (BUSINESS CONSULTING)
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QualificationsFirm CRD# 151478

Assets Under Management $2,053,022,712

No. Of Clients2720

Clients Per Financial Advisor151

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 2720 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 138459

Assets Under Management $1,472,814,495

No. Of Clients6072

Clients Per Financial Advisor40

NAVY FEDERAL INVESTMENT SERVICES, 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 6072 clients. The team consists of 151 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 businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 131976

Assets Under Management $1,322,181,149

No. Of Clients1860

Clients Per Financial Advisor186

D'ORAZIO WEALTH ADVISORS 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 1860 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed fees
  • Other (PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 143234

Assets Under Management $925,924,273

No. Of Clients1429

Clients Per Financial Advisor95

YESKE BUIE INC. is a financial advisory firm situated in Vienna, Virginia. With a nearly $926M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1429 clients. The team consists of 15 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
  • Pesnsion consulting services
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QualificationsFirm CRD# 283257

Assets Under Management $450,705,752

No. Of Clients1696

Clients Per Financial Advisor283

CAPITOL PRIVATE WEALTH GROUP LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1696 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
  • 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# 313110

Assets Under Management $418,754,604

No. Of Clients1273

Clients Per Financial Advisor127

ALLEGIANCE FINANCIAL GROUP is a financial advisory firm situated in Vienna, Virginia. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1273 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
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 144837

Assets Under Management $292,512,099

No. Of Clients701

Clients Per Financial Advisor88

ADVISORS FINANCIAL, INC. is a financial advisory firm situated in Vienna, Virginia. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 701 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

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# 155195

Assets Under Management $185,836,257

No. Of Clients375

Clients Per Financial Advisor29

PACTOLUS is a financial advisory firm situated in Vienna, Virginia. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 375 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
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 312401

Assets Under Management $149,744,000

No. Of Clients255

Clients Per Financial Advisor64

KIRK CAPITAL ADVISORS LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 164245

Assets Under Management $117,291,749

No. Of Clients2

Clients Per Financial Advisor0

ATEGRA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 334041

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

ARGO WEALTH ADVISORY, LLC is a financial advisory firm situated in Vienna, Virginia. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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