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 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 9, 2024

Vienna has 22 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Vienna, Virginia

advisor-photo
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

advisor-photo
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

advisor-photo

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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Frank 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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Kevin 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

advisor-photo
vector.svg VERIFIED

Nicholas 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

advisor-photo
vector.svg VERIFIED

Michael 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

advisor-photo
vector.svg VERIFIED

Young 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

advisor-photo
vector.svg VERIFIED

Adam 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

advisor-photo
vector.svg VERIFIED

Mark Standard
Ubs

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

advisor-photo
vector.svg VERIFIED

Scott 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

advisor-photo
vector.svg VERIFIED

Diamond 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

advisor-photo
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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

Ashley 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

advisor-photo
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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 9 Retirement Planning firms in Vienna, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GLASSMAN WEALTH SERVICES, LLC
8000 Towers Crescent Drive, Suite 1450
Vienna, VA, 22182
$1,800,559,783263418
A Percentage of AUM, Fixed Fees
2
ALDRICH CAPITAL PARTNERS LLC
8614 Westwood Center Drive, Suite 710
Vienna, VA, 22182
$1,085,580,0841448
A Percentage of AUM, Performance Based
3
NAVY FEDERAL INVESTMENT SERVICES, LLC
1007 Electric Ave,
Vienna, VA, 22180
$852,387,83051299136
A Percentage of AUM
4
YESKE BUIE INC.
301 Maple Avenue West, Suite 600
Vienna, VA, 22180
$767,664,432144512
A Percentage of AUM
5
ALLEGIANCE FINANCIAL GROUP
374 Maple Avenue East, Suite 204
Vienna, VA, 22180
$328,570,49912729
A Percentage of AUM, Hourly charges, Fixed Fees
6
ATEGRA CAPITAL MANAGEMENT, LLC
8229 Boone Blvd Suite 305,
Vienna, VA, 22182
$281,811,61721211
A Percentage of AUM, Fixed Fees, Performance Based
7
CAPITOL PRIVATE WEALTH GROUP LLC
8133 Leesburg Pike, Suite 780
Vienna, VA, 22182
$256,017,8774597
A Percentage of AUM, Hourly charges, Fixed Fees
8
ADVISORS FINANCIAL, INC.
8391 Old Courthouse Road, Suite 205
Vienna, VA, 22812
$238,128,7657139
A Percentage of AUM, Hourly charges, Fixed Fees
9
PACTOLUS
8614 Westwood Center Drive, Suite 620
Vienna, VA, 22182
$180,231,16536814
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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