Financial advisors in Charlottesville, VA

229 match · page 1 of 8

Alan Nicolette
Financial advisor at Nicolette Financial Advisors LLC
Nicolette Financial Advisors LLC · $25.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew St.jean
Financial advisor at Solitude Financial Services, Inc.
Solitude Financial Services, Inc. · $363.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Britt Hockenberry
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Regan
Financial advisor at Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. · $686M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Crawford Ulmer
Financial advisor at Ulmer Financial
Ulmer Financial · $3.1M AUM
CFP®VerifiedFinancial planning
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David Lemon
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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David Marotta
Financial advisor at Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. · $686M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Giannangeli
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Brew
Financial advisor at Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. · $686M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Horbaly
Financial advisor at Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. · $686M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Wagner
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Powers
Financial advisor at Cypress Financial Planning
Cypress Financial Planning · $490.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glenn Catalano
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Greg Vairo
Financial advisor at Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. · $686M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Wood
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Conley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Fleming
Financial advisor at Solitude Financial Services, Inc.
Solitude Financial Services, Inc. · $363.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Massanopoli
Financial advisor at Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. · $686M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Dickman
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Masloff
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Blatter
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Heneberry
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jill Fletcher
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Dean
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John McCoy
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Chasen
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorgen Vik
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julia Reichard
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristen Puryear
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark McCarron
Financial advisor at Arrowroot Family Office, LLC
Arrowroot Family Office, LLC · $430.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Charlottesville, 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 Charlottesville, VA.

How this list works

Before you hire an advisor in Charlottesville, VA