Browse all Independent advisors in Virginia

Every advisor below is licensed to work with clients in Virginia. Narrow by specialty to find someone who focuses on your situation.

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	1,732
Wealth management	1,518
Active portfolio management	961
Private / alternative investments	948
Retirement plans for business owners (SEP, solo 401k)	947
Options & derivatives strategies	932
Executive	896
Retired	888
General retirement planning	703
Tax-loss harvesting	700
Retirement income strategy	644
College savings (529s, UTMA, etc.)	609
ESG / Sustainable investing	520
Cash flow / budgeting	464
Concentrated stock management	415
Income planning	388
Charitable giving & philanthropy	386
Passive / index investing	358
Real estate investing	349
Annuities	329
General estate planning guidance	248
General tax planning	238
Business exit / sale strategy	208
Business succession planning	200
Business ownership considerations	173
Equity compensation tax strategy	153
Debt management	128
Retirement withdrawal strategies	127
Approaching retirement	111
Tax strategies for small businesses	101
Long-term care insurance	98
Mid-Career Professionals	95
HENRY (High Earners, Not Rich Yet)	66
Family Business	56
Divorce financial planning	55
Established Professionals	55
Factor investing / smart beta	51
Social Security optimization	51
Retired	47
Stock option exercise strategy	46
Self-Employed	45
Life insurance needs analysis	40
Financial Professional	38
Military & Veterans	33
Charitable giving tax strategies	32
Educators, Teachers, and Academics	32
Roth conversion strategy	32
Women Professionals	32
Business sale tax planning	31
Religious/faith focused	27
Multi-generational wealth transfer	26
Married/Couples/Partners	24
Medicare planning	23
Values-based investing	23
Doctor or Medical Professional	22
Young Professionals	22
Attorney	20
Elder care planning	19
Planning for children with special needs	18
Business Financial Management	17
Equity Recipients (RS/RSU, SOP, ESPP)	15
Government Employee	15
Professional Athlete	15
Disability insurance	14
Young Families	14
Airline Pilot	13
Dual Income Family	12
Sandwich Generation	12
Trust structures (GRAT, IDGT, revocable)	11
Divorced	9
Parents	9
Christian Faith Based	7
Key person insurance & risk mitigation	6
Technology Professional	6
African Americans/Black	5
Expats	4
Student loan debt	4
FIRE (Financial Independence Retire Early)	3
Real Estate Professional	3

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