Financial Advisors in Virginia

Browse 338 financial advisors in Virginia — page 3 of 8.

concord asset management, llc

abingdon, VA

(276) 628-5910
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concord wealth partners

abingdon, VA

276-628-5910
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cook financial designs, inc.

virginia beach, VA

757-498-4810
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cope connelly

arlington, VA

(888) 336-8402
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corbett road capital management, llc

mclean, VA

703-748-5831
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cornerstone partners

charlottesville, VA

434-296-2300
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cotulla holdings llc

virginia beach, VA

1-888-349-5387
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courage miller partners, llc

norfolk, VA

757-390-3100
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covenant wealth advisors

richmond, VA

(804) 729-5265
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crow's nest holdings lp

richmond, VA

(917) 596-6689
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d'orazio wealth advisors

vienna, VA

703-269-3100
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davenport & company llc

richmond, VA

804-780-2000
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dc capital partners management, l.p.

alexandria, VA

(202) 737-5220
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decisionmap wealth management, llc

great falls, VA

(703) 520-1160
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deliberate capital

arlington, VA

703-225-8045
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dominguez wealth management solutions, inc.

williamsburg, VA

757-645-9252
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dudley capital management llc

middleburg, VA

540-687-4600
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ecp management iii, llc

virginia beach, VA

757-437-3000
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ejf capital lp

arlington, VA

703-997-5728
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emergent financial services, llc.

charlottesville, VA

434-260-1690
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etb consulting

irvington, VA

212-731-2340
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evermay wealth management, llc

arlington, VA

703 822-5696
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evoadvisors

richmond, VA

804-794-1981
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evolutionary tree capital management, llc

alexandria, VA

703-544-2300
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evr research lp

richmond, VA

804.451.6810
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fenway financial advisors, llc

arlington, VA

617-704-7805
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fields gottscho capital management llc

charlottesville, VA

800-628-3812
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financial security advisory inc

virginia beach, VA

757-431-1414
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fitzwilliams wealth management inc.

chesapeake, VA

757-961-0700
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fj capital management llc

mclean, VA

703-331-5500
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forefront asset management, llc

virginia beach, VA

757-222-1880
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founders grove wealth partners, llc

richmond, VA

(804) 910-0001
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foxhaven asset management, lp

charlottesville, VA

(434) 326-5300
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gef capital partners

arlington, VA

202-743-2898
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gira & gira investment advisors llc

harrisonburg, VA

(540) 433 7600
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gladstone management corporation

mclean, VA

703-287-5800
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glassman wealth services, llc

vienna, VA

703-534-4444
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glover park wealth management, llc

arlington, VA

(202) 926-3636
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godsey & gibb wealth management

richmond, VA

804-285-7333
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golden spark insights

fairfax, VA

508-981-2447
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gratus wealth advisors llc

virginia beach, VA

757-909-5500
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graves light lenhart

harrisonburg, VA

(540) 433-3076
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guardian point capital, lp

charlottesville, VA

(434) 984-0608
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harbor group international, llc

norfolk, VA

757-640-0800
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harbour capital advisors, llc

tysons corner, VA

703-992-6164
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harren equity partners, llc

charlottesville, VA

434-245-5800
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harvest - faith-based investing

lynchburg, VA

(872) 242-4689
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heartwood wealth advisors, llc

richmond, VA

804-269-8711
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Frequently Asked Questions

How much does a financial advisor cost in Virginia?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.