FINANCIAL SECURITY ADVISORY INC
Virginia Beach, VA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
757-431-1414
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VA
166 advisers found
WELLINGTON CONSULTING SERVICES INC
Chantilly, VA
AUM
$1.69B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
877-836-1993
GODSEY & GIBB WEALTH MANAGEMENT
Richmond, VA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES
804-285-7333
HEARTWOOD WEALTH ADVISORS, LLC
Richmond, VA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-269-8711
CJM WEALTH ADVISERS, LTD.
Falls Church, VA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
703-425-0700
CARY STREET PARTNERS ASSET MANAGEMENT
Richmond, VA
AUM
$1.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
804-340-8100
THE EDGAR LOMAX COMPANY
Alexandria, VA
AUM
$1.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
703-719-0026
ACORN FINANCIAL ADVISORY SERVICES, INC.
Reston, VA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(703) 293-3100
PBMARES WEALTH MANAGEMENT LLC
Williamsburg, VA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
757.229.7180
CANAL CAPITAL MANAGEMENT, LLC
Richmond, VA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
804-325-1450
NORTHWEST FINANCIAL ADVISORS LLC
Herndon, VA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-810-1072
GRAVES LIGHT LENHART
Harrisonburg, VA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
(540) 433-3076
TOTH FINANCIAL ADVISORY CORP
Leesburg, VA
AUM
$1.15B
Wealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-443-8684
POINTOAK RETIREMENT ADVISORS
Mclean, VA
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-595-4444
CONCORD WEALTH PARTNERS
Abingdon, VA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
276-628-5910
YESKE BUIE INC.
Vienna, VA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
800-772-1887
ALPHA OMEGA WEALTH MANAGEMENT, LLC
Richmond, VA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-955-1600
PETTYJOHN, WOOD & WHITE, INC.
Lynchburg, VA
AUM
$1.02B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
434-845-1266
NASDAQ DORSEY WRIGHT
Richmond, VA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
804-320-8511
MCLEAN ASSET MANAGEMENT CORP.
Tysons, VA
AUM
$993.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
703-827-0636
BROWN | MILLER WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$991.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-972-1950
MORRIS & WELLS WEALTH MANAGEMENT
Charlottesville, VA
AUM
$987.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
434-977-7010
COVENANT WEALTH ADVISORS
Richmond, VA
AUM
$909.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(804) 729-5265
AVENIR CORPORATION
Alexandria, VA
AUM
$849.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(202) 659-4427