Browse all High-net-worth 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	2,318
Retired	1,451
Executive	1,069
Private / alternative investments	654
Wealth management	553
Retirement plans for business owners (SEP, solo 401k)	535
Tax-loss harvesting	508
Cash flow / budgeting	498
Active portfolio management	491
ESG / Sustainable investing	444
Options & derivatives strategies	439
Approaching retirement	408
General retirement planning	404
Retirement income strategy	345
Mid-Career Professionals	278
Business exit / sale strategy	249
Equity compensation tax strategy	221
Concentrated stock management	212
Charitable giving & philanthropy	209
Social Security optimization	174
Established Professionals	169
College savings (529s, UTMA, etc.)	146
Real estate investing	145
Passive / index investing	138
Divorce financial planning	137
General estate planning guidance	127
General tax planning	99
Income planning	79
Business ownership considerations	74
Debt management	68
Family Business	55
Business succession planning	51
Long-term care insurance	50
Factor investing / smart beta	47
Stock option exercise strategy	46
Women Professionals	39
Dentist	37
Annuities	32
Retired	32
Tax strategies for small businesses	32
Attorney	24
Roth conversion strategy	22
HENRY (High Earners, Not Rich Yet)	20
Technology Professional	20
Retirement withdrawal strategies	17
Values-based investing	17
Business sale tax planning	15
Charitable giving tax strategies	12
Military & Veterans	12
Airline Pilot	11
Life insurance needs analysis	11
Trust structures (GRAT, IDGT, revocable)	11
Divorced	7
Doctor or Medical Professional	7
Young Professionals	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Married/Couples/Partners	5
Government Employee	4
Young Families	4

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support