Browse all Large-firm 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	6,845
Retired	4,497
Tax-loss harvesting	4,240
Executive	3,522
Wealth management	3,093
Retirement income strategy	2,534
Retirement plans for business owners (SEP, solo 401k)	2,099
Active portfolio management	1,770
Approaching retirement	1,342
General retirement planning	1,267
College savings (529s, UTMA, etc.)	1,141
ESG / Sustainable investing	973
Business exit / sale strategy	963
HENRY (High Earners, Not Rich Yet)	947
Mid-Career Professionals	942
General estate planning guidance	901
Social Security optimization	873
Income planning	855
Cash flow / budgeting	820
Private / alternative investments	783
Self-Employed	748
Annuities	747
Passive / index investing	729
Charitable giving & philanthropy	601
Retirement withdrawal strategies	592
Options & derivatives strategies	559
Multi-generational wealth transfer	516
Business succession planning	327
Concentrated stock management	327
Divorce financial planning	323
Established Professionals	228
Equity compensation tax strategy	217
Financial Professional	207
Business ownership considerations	189
Attorney	173
Divorced	164
Married/Couples/Partners	161
Women Professionals	139
Real estate investing	134
Planning for children with special needs	133
Parents	107
Long-term care insurance	80
Military & Veterans	63
Values-based investing	42
Educators, Teachers, and Academics	34
LGBTQIA	27
Technology Professional	27
Equity Recipients (RS/RSU, SOP, ESPP)	26
Family Business	26
Consultant	24
Doctor or Medical Professional	19
Liquidity event planning	14
Exec comp design	8
Life insurance needs analysis	8
Stock option exercise strategy	3

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