Top 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.
You might seek a financial advisor in Virginia when facing complex decisions about your investments, retirement planning, or tax strategies that require local knowledge. Without an advisor familiar with Virginia's specific financial landscape, you risk missing opportunities or mismanaging state-related tax implications.
- Local tax insight. Confirm how they incorporate Virginia's tax rules into your overall financial plan to avoid surprises.
- Experience with Virginia regulations. Ask about their familiarity with state-specific retirement and investment laws that could affect your portfolio.
- Coordination with local professionals. Check if they collaborate with Virginia-based accountants or attorneys to align your financial and legal strategies.
- Understanding of regional markets. Inquire how they factor in Virginia's economic trends when advising on investments or real estate.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning with a focus on business exit strategies and tax-loss harvesting, which can be valuable for clients managing complex financial decisions. Although based in South Carolina, she works with Primerica Advisors, a large firm providing a variety of brokerage and advisory services, and offers flexible fee options including flat fees and subscription plans, distinguishing her from advisors who may have more traditional fee structures or local-only focus.
Experience: 1 year
Avg account: $230,599
-
Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke's 18 years of experience and Series 66 license equip her to navigate Virginia's financial landscape, including local tax and investment regulations. Based in Richmond and affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, she offers specialized planning in areas like divorce and business exit strategies, distinguishing her from advisors focused solely on general financial planning.
Experience: 18 years
Avg account: $514,335
-
James C
Series 63, Series 65
Roanoke, VA
Valley Investors Corporation
James Comer offers deep local expertise with 30 years of experience managing investments in Virginia, making him well-equipped to navigate state-specific tax and regulatory issues. Operating as a solo advisor in Roanoke, he provides personalized portfolio management with a fee structure based on assets under management, serving a small client base that allows for focused, individualized attention compared to larger firms.
Experience: 30 years
Avg account: $284,566
-
Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Charles Steele offers wealth management services with 20 years of experience and CFP® certification, which supports handling complex financial needs in Virginia despite being based in Atlanta. His firm uses a long-term investment approach with low-cost funds and independent managers, and offers flat-fee financial planning, differentiating him from advisors who may rely solely on asset-based fees or local presence.
Experience: 20 years
Avg account: $407,523
-
John J
Series 63, Series 65
Richmond, VA
Merrill
John Jones II's 18 years of experience in Richmond, VA, and his expertise in tax-loss harvesting and active portfolio management equip him to navigate Virginia's specific tax and investment landscape effectively. Working at Merrill, a large firm with integrated services including managed accounts and discretionary portfolio management, he offers a broad range of solutions that may appeal to mid-career professionals and high earners seeking sophisticated strategies within a well-established financial institution.
Experience: 18 years
Avg account: $860,085
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")