Financial advisors in Great Falls, VA

19 match

Alice Li
Financial advisor at Modern Wealth Management, LLC
Modern Wealth Management, LLC · $10.9B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arthur Locke
Financial advisor at Locke Asset Management
Locke Asset Management · $69.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Morgan
Financial advisor at Independent Financial Planning
Independent Financial Planning · $45.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Ramsey
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin McLoughlin
Financial advisor at Trio Wealth Management, LLC
Trio Wealth Management, LLC · $134M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Avery
Financial advisor at Decisionmap Wealth Management, LLC
Decisionmap Wealth Management, LLC · $363.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Weber
Financial advisor at Decisionmap Wealth Management, LLC
Decisionmap Wealth Management, LLC · $363.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Hundley
Financial advisor at Trio Wealth Management, LLC
Trio Wealth Management, LLC · $134M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Bennett
Financial advisor at Decisionmap Wealth Management, LLC
Decisionmap Wealth Management, LLC · $363.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
April Dubois
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charlotte Bell
Financial advisor at Trio Wealth Management, LLC
Trio Wealth Management, LLC · $134M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Georgina Man
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Pender
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathryn Okusa
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kurt Laubinger
Financial advisor at Potomac Wealth Management LLC
Potomac Wealth Management LLC · $96.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lauren Bell
Financial advisor at Trio Wealth Management, LLC
Trio Wealth Management, LLC · $134M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Miles Laubinger
Financial advisor at Potomac Wealth Management LLC
Potomac Wealth Management LLC · $96.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Arbo
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sergio Tello
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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 Great Falls, 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 Great Falls, VA.

How this list works

Before you hire an advisor in Great Falls, VA