WEALTHTRAK ADVISORS
Virginia Beach, VA
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(757) 523-1250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VA
166 advisers found
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
Williamsburg, VA
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-645-9252
BUCHANAN WEALTH MANAGEMENT
Reston, VA
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-956-2633
T.M. WEALTH MANAGEMENT
Reston, VA
AUM
$209.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 537-8351
INVESTMENT MANAGEMENT CORPORATION
Roanoke, VA
AUM
$191.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
540-774-8899
OPULEN FINANCIAL GROUP, LLC
Arlington, VA
AUM
$171.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-299-2053
JOSS BROWN WEALTH ADVISORS
Williamsburg, VA
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
757-903-2127
ARBOR PRIVATE WEALTH, LLC
Ashburn, VA
AUM
$160.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-559-7975
SIMA WEALTH PARTNERS, LLC
North Chesterfield, VA
AUM
$156.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
804-285-5700
PIEDMONT WEALTH MANAGEMENT
Alexandria, VA
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 518 - 8361
GLOVER PARK WEALTH MANAGEMENT, LLC
Arlington, VA
AUM
$144.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 926-3636
OCTOBER EFFECT LTD.
Virginia Beach, VA
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
757-390-3341
KORVING & COMPANY LLC
Suffolk, VA
AUM
$137.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-638-5490
FOREFRONT ASSET MANAGEMENT, LLC
Virginia Beach, VA
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
757-222-1880
HENDERSON FINANCIAL GROUP LLC
Virginia Beach, VA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
757-314-4638
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-796-0957
PEAKVALLEY WEALTH, LLC
Roanoke, VA
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
540-904-7969
ACTS FINANCIAL ADVISORS
Mclean, VA
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-749-5522
PEGASUS FINANCIAL GROUP LLC
Chantilly, VA
AUM
$122.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-956-6662
ARIA WEALTH PARTNERS
Charlottesville, VA
AUM
$112.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-338-6840
COPE CONNELLY
Arlington, VA
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(888) 336-8402
CRAFTWORK CAPITAL LLC
Alexandria, VA
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 596-5575
APFORIA
Virginia Beach, VA
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(833) 780-2487
MONSOUR ADVISORY SERVICES, INC.
Roanoke, VA
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
540-989-6578