Financial advisors in Arlington, VA

225 advisors · page 4 of 8

Bryant Westcoat
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Cameron Kundis
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Carlos Carrillo
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Carlos Velasco
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Carter Rolfe
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Cathy Achter
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
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Cedrian Cross-Smith
Financial advisor at Homestead Advisers Corp.
Homestead Advisers Corp. · $7.45B AUM
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Charles Mills
Financial advisor at Mills Value Adviser Inc
Mills Value Adviser Inc · $9M AUM
Verified
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Christopher Allen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Christopher Brugel
Financial advisor at Grey Owl Capital Management, LLC
Grey Owl Capital Management, LLC · $47.7M AUM
Verified
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Christopher Hughes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Christopher Nie
Financial advisor at Astra Investment Advisers
Astra Investment Advisers
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Claire Spirtas-Hurst
Financial advisor at Broad Run Investment Management, LLC
Broad Run Investment Management, LLC · $681.8M AUM
Verified
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Constance Gibson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Daniel White
Financial advisor at The Ithaka Group, LLC
The Ithaka Group, LLC · $572.1M AUM
Verified
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David McCaskill
Financial advisor at Homestead Advisers Corp.
Homestead Advisers Corp. · $7.45B AUM
VerifiedFinancial planning
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David Mucciaro
Financial advisor at Doxa Capital, LLC
Doxa Capital, LLC · $71M AUM
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David Mudrock
Financial advisor at Homestead Advisers Corp.
Homestead Advisers Corp. · $7.45B AUM
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David Precourt
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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David Rainey
Financial advisor at Broad Run Investment Management, LLC
Broad Run Investment Management, LLC · $681.8M AUM
Verified
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Diane Croce
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Diron Insley
Financial advisor at White Oak Wealth LLC
White Oak Wealth LLC
VerifiedFinancial planning
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Duncan McClure
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Dwight Cates
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Edgardo Oliveros Chavez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Edwin Salazar
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Elizabeth Cunneen
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Elizabeth Larson
Financial advisor at Evermay Wealth Management, LLC
Evermay Wealth Management, LLC · $1.33B AUM
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Emily Case
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Endel Liias
Financial advisor at Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC · $5.1B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Arlington, VA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Arlington, VA.

How this list works

Before you hire an advisor in Arlington, VA