Ways to browse advisors serving Alexandria, VA

Pick a specialty or descriptor to browse more advisors serving Alexandria, VA.

By how they work

Type	Advisors
Large-firm	4,841
Flat-fee	3,104
Seasoned	2,207
Independent	1,723
CFP®-certified	1,403

By who they serve

Type	Advisors
High-net-worth	1,914
Baby Boomer	95
Millennial	9
Gen X	4

Browse by specialty

Find advisors serving Alexandria, VA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,947
Executive	2,512
Wealth management	2,333
Retired	2,227
Tax-loss harvesting	1,822
Retirement plans for business owners (SEP, solo 401k)	1,304
Retirement income strategy	1,249
Active portfolio management	1,232
Private / alternative investments	1,076
General retirement planning	1,033
General estate planning guidance	837
Mid-Career Professionals	817
Approaching retirement	805
HENRY (High Earners, Not Rich Yet)	772
ESG / Sustainable investing	758
College savings (529s, UTMA, etc.)	671
Cash flow / budgeting	670
Income planning	484
Options & derivatives strategies	479
Concentrated stock management	454
Charitable giving & philanthropy	438
Passive / index investing	438
Business exit / sale strategy	437
Social Security optimization	367
Annuities	314
Real estate investing	291
Retirement withdrawal strategies	253
Equity compensation tax strategy	244
Financial Professional	244
Divorce financial planning	203
Established Professionals	190
Multi-generational wealth transfer	187
Business succession planning	174
Business ownership considerations	162
Self-Employed	143
Attorney	138
General tax planning	130
Multi-state taxation	127
Debt management	110
Women Professionals	101
Planning for children with special needs	100
Parents	86
Divorced	79
Married/Couples/Partners	77
Consultant	66
Technology Professional	66
Long-term care insurance	63
Roth conversion strategy	58
Tax strategies for small businesses	52
Liquidity event planning	47
Values-based investing	45
Family Business	41
Government Employee	41
Stock option exercise strategy	39
Educators, Teachers, and Academics	38
Military & Veterans	38
Equity Recipients (RS/RSU, SOP, ESPP)	34
Dentist	28
Factor investing / smart beta	28
Retired	26
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	25
Young Families	24
Elder care planning	21
Intergenerational Families	21
Life insurance needs analysis	21
Young Professionals	16
Doctor or Medical Professional	15
Religious/faith focused	13
Business sale tax planning	12
Medicare planning	12
Professional Athlete	12
Dual Income Family	11
Business Financial Management	10
Charitable giving tax strategies	7
Inheritance planning	6
Public Service Employee	6
Entertainment Industry	5
Home buying	5
Widow/Widower	5
Student loan debt	4
African Americans/Black	3
Newlywed/Engaged	3

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