Financial advisors in Leesburg, VA

170 advisors · page 3 of 6

Christopher Richardson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Clifford Boyle
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Cortney Heykoop
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Curtis Edmark
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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Daniel Faircloth
Financial advisor at Berg Faircloth Investment Advisors
Berg Faircloth Investment Advisors · $41M AUM
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Darren Koch
Financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors
Steigerwald, Gordon & Koch - Wealth Advisors · $1.32B AUM
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Daryl Bush
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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David Pickei
Financial advisor at Reye Partners Asset Management LLC
Reye Partners Asset Management LLC · $73.8M AUM
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Denise Boyd
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Donald Bushey
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Donald Keegan
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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Edward Wetherell
Financial advisor at Capitol Securities Management, Inc.
Capitol Securities Management, Inc. · $2.16B AUM
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Elizabeth Kennedy-Hughes
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Eric Smeby
Financial advisor at Esmeb Inc
Esmeb Inc · $26K AUM
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Francis Patton
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Frank Ballinger
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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Gabriel Short
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Gary Barnes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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George Saltzman
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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Gregory Frese
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Gregory Grinnell
Financial advisor at Northwest Financial Advisors LLC
Northwest Financial Advisors LLC · $1.24B AUM
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Gregory Souchack
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Hannah Forer
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Harry Karageorge
Financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors
Steigerwald, Gordon & Koch - Wealth Advisors · $1.32B AUM
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Helen De Bearn
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Ian Osborn
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jacob Burt
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
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James Gentrup
Financial advisor at Discovery Investment Research LLC
Discovery Investment Research LLC · $4.7M AUM
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James Maulfair
Financial advisor at The Baldwin Group Wealth Advisors, LLC
The Baldwin Group Wealth Advisors, LLC · $27.28B AUM
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James Ventrelli
Financial advisor at Amj Financial Wealth Management LLC
Amj Financial Wealth Management LLC · $481.8M AUM
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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 Leesburg, 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 Leesburg, VA.

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Before you hire an advisor in Leesburg, VA