Top financial advisors in Virginia
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Virginia means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone experienced with high-income housing issues may be better suited if you live in Northern Virginia.
- Fee model fit. Understand if the advisor charges a flat fee, a percentage of assets managed, or hourly rates, as this affects how they work with you.
- Continuity risk. If the advisor works alone and is nearing retirement, ask about their plan for handing off your account. In larger firms, find out who else on the team would know your file.
- In-person vs. remote. Decide if you prefer meeting face-to-face or if you're comfortable with virtual meetings, and check how the advisor accommodates your preference.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke is well-equipped to assist clients in Virginia with complex financial needs such as divorce planning, business exit strategies, and budgeting, supported by her 18 years of experience and Series 66 license. Operating within Wells Fargo Advisors, a large firm serving high-net-worth individuals, she offers access to extensive proprietary research and tailored planning services, distinguishing her from advisors in smaller practices or with less specialized expertise.
Experience: 18 years
Avg account: $514,335
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James C
Series 63, Series 65
Roanoke, VA
Valley Investors Corporation
James Comer offers extensive experience with 30 years in the industry and holds Series 63 and 65 licenses, making him well-equipped to serve clients in Virginia. Operating as an independent, solo advisor in Roanoke, he manages a modest client base with a fee structure based on assets under management, providing personalized attention that contrasts with larger firms' team-based approaches.
Experience: 30 years
Avg account: $284,566
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John J
Series 63, Series 65
Richmond, VA
Merrill
John Jones II is well-equipped to serve financial advisors in Virginia with 18 years of experience and expertise in tax-loss harvesting and active portfolio management, particularly for mid-career professionals and high earners not yet rich. Operating within Merrill, a large firm known for managed account programs and tax-focused strategies, he offers a 1.10% AUM fee for managed strategies under $2 million, providing a structured approach compared to smaller firms or independent advisors.
Experience: 18 years
Avg account: $860,085
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Thomas H
Series 65
Duck, NC
The Burney Company
Thomas Hunt's extensive 38-year experience and focus on active portfolio management, concentrated stock management, and options strategies make him well-equipped to serve high-net-worth clients in Virginia. Based in Arlington with The Burney Company, he offers a 1.25% AUM fee structure and access to a multi-team advisory platform, distinguishing him from advisors who may not provide such diverse investment options or long-term firm stability.
Experience: 38 years
Avg account: $1,603,418
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Ashley M
CFP®, Series 63
Moseley, VA
Edelman Financial Engines
Ashley Morris specializes in retirement income strategy and general retirement planning, making her well-suited for clients seeking financial advisors in Virginia focused on retirement needs. Working at Edelman Financial Engines, a large firm with technology-enabled advisory services, she offers flat-fee financial plans and has 11 years of industry experience, distinguishing her from advisors with smaller practices or different fee structures.
Experience: 11 years
Avg account: $375,508
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