Browse all advisors in Virginia

Every advisor below is licensed to work with clients in Virginia. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
8,577
Retired
5,385
Tax-loss harvesting
4,940
Wealth management
4,611
Executive
4,418
Retirement income strategy
3,178
Retirement plans for business owners (SEP, solo 401k)
3,046
Active portfolio management
2,731
General retirement planning
1,970
College savings (529s, UTMA, etc.)
1,750
Private / alternative investments
1,731
ESG / Sustainable investing
1,493
Options & derivatives strategies
1,491
Approaching retirement
1,453
Cash flow / budgeting
1,284
Income planning
1,243
Business exit / sale strategy
1,171
General estate planning guidance
1,149
Passive / index investing
1,087
Annuities
1,076
Mid-Career Professionals
1,037
HENRY (High Earners, Not Rich Yet)
1,013
Charitable giving & philanthropy
987
Social Security optimization
924
Self-Employed
793
Concentrated stock management
742
Retirement withdrawal strategies
719
Multi-generational wealth transfer
542
Business succession planning
527
Real estate investing
483
Divorce financial planning
378
Equity compensation tax strategy
370
Business ownership considerations
362
Established Professionals
283
General tax planning
253
Financial Professional
245
Attorney
193
Married/Couples/Partners
185
Long-term care insurance
178
Divorced
173
Women Professionals
171
Debt management
151
Planning for children with special needs
151
Parents
116
Tax strategies for small businesses
115
Military & Veterans
96
Family Business
82
Retired
76
Educators, Teachers, and Academics
66
Values-based investing
65
Factor investing / smart beta
60
Roth conversion strategy
51
Religious/faith focused
49
Stock option exercise strategy
49
Life insurance needs analysis
48
Government Employee
43
Doctor or Medical Professional
41
Equity Recipients (RS/RSU, SOP, ESPP)
41
Business sale tax planning
40
Intergenerational Families
40
Dentist
39
Liquidity event planning
38
Women's Finance
38
Charitable giving tax strategies
37
Young Families
37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
35
Technology Professional
33
Business Financial Management
28
Elder care planning
28
LGBTQIA
27
Medicare planning
26
Young Professionals
26
Consultant
25
Professional Athlete
22
Airline Pilot
14
Disability insurance
14
Dual Income Family
14
Sandwich Generation
14
Trust structures (GRAT, IDGT, revocable)
12
Widow/Widower
11
Inheritance planning
10
Entertainment Industry
9
Women Business Owners
9
Exec comp design
8
Newlywed/Engaged
8
Public Service Employee
8
Christian Faith Based
7
African Americans/Black
6
Early retirement planning
6
Key person insurance & risk mitigation
6
Immigrants
5
Real Estate Professional
5
Expats
4
Student loan debt
4
FIRE (Financial Independence Retire Early)
3
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