Ways to browse advisors serving Virginia

Pick a specialty or descriptor to browse more advisors serving Virginia.

By how they work

Type	Advisors
Large-firm	10,083
Flat-fee	8,371
Seasoned	5,564
Independent	4,354
CFP®-certified	2,898

By who they serve

Type	Advisors
High-net-worth	3,173
Baby Boomer	177
Millennial	18
Gen X	10

Browse by city

Find advisors near a specific metro area in Virginia.

City	Advisors
McLean, VA	6,815
Arlington, VA	6,739
Reston, VA	6,674
Alexandria, VA	6,564
Richmond, VA	2,177
Portsmouth, VA	1,240
Norfolk, VA	1,239
Chesapeake, VA	1,070
Virginia Beach, VA	1,043
Newport News, VA	818
Roanoke, VA	507
Charlottesville, VA	362
Christiansburg, VA	290
Blacksburg, VA	289
Staunton, VA	246
Lynchburg, VA	228
Harrisonburg, VA	213
Winchester, VA	203
Lake of the Woods, VA	178
Stuarts Draft, VA	104
Radford, VA	96
Danville, VA	64
Martinsville, VA	39

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	8,601
Retired	5,382
Tax-loss harvesting	4,969
Wealth management	4,636
Executive	4,437
Retirement income strategy	3,192
Retirement plans for business owners (SEP, solo 401k)	3,043
Active portfolio management	2,721
General retirement planning	1,983
College savings (529s, UTMA, etc.)	1,738
Private / alternative investments	1,738
ESG / Sustainable investing	1,496
General estate planning guidance	1,487
Options & derivatives strategies	1,485
Approaching retirement	1,463
Cash flow / budgeting	1,289
Income planning	1,263
Business exit / sale strategy	1,175
Passive / index investing	1,096
Annuities	1,073
Mid-Career Professionals	1,037
HENRY (High Earners, Not Rich Yet)	1,016
Charitable giving & philanthropy	990
Social Security optimization	927
Self-Employed	789
Concentrated stock management	744
Retirement withdrawal strategies	726
Real estate investing	565
Multi-generational wealth transfer	544
Business succession planning	527
Divorce financial planning	382
Equity compensation tax strategy	367
Business ownership considerations	363
General tax planning	353
Financial Professional	292
Established Professionals	289
Attorney	195
Married/Couples/Partners	184
Divorced	175
Long-term care insurance	173
Women Professionals	171
Planning for children with special needs	153
Debt management	150
Tax strategies for small businesses	133
Parents	118
Military & Veterans	101
Family Business	82
Retired	77
Values-based investing	69
Educators, Teachers, and Academics	66
Factor investing / smart beta	60
Government Employee	53
Roth conversion strategy	51
Religious/faith focused	49
Stock option exercise strategy	49
Life insurance needs analysis	47
Equity Recipients (RS/RSU, SOP, ESPP)	44
Doctor or Medical Professional	43
Business sale tax planning	41
Dentist	39
Intergenerational Families	39
Liquidity event planning	39
Women's Finance	38
Charitable giving tax strategies	37
Young Families	37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	36
Technology Professional	33
Consultant	31
Business Financial Management	28
Elder care planning	27
LGBTQIA	27
Medicare planning	27
Young Professionals	26
Professional Athlete	22
Dual Income Family	18
Sandwich Generation	15
Airline Pilot	14
Disability insurance	14
Inheritance planning	12
Trust structures (GRAT, IDGT, revocable)	12
Widow/Widower	11
Entertainment Industry	9
Women Business Owners	9
Christian Faith Based	8
Exec comp design	8
Newlywed/Engaged	8
Public Service Employee	8
African Americans/Black	6
Early retirement planning	6
Key person insurance & risk mitigation	6
Immigrants	5
Real Estate Professional	5
Student loan debt	5
Expats	4
FIRE (Financial Independence Retire Early)	3

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