Financial advisors in Oakton, VA

21 match

Edwin Knowles
Financial advisor at The Knowles Company, LLC
The Knowles Company, LLC · $58.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Olsen
Financial advisor at Olsen Family Financial, LLC
Olsen Family Financial, LLC · $14M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Wong
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Baick
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Utley
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Barrow
Financial advisor at Cedar Grove Financial Planning, LLC
Cedar Grove Financial Planning, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Acampora
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Longacre
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dylan Robison
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elvis Castro
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hester
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Ellison
Financial advisor at Demand Wealth
Demand Wealth · $164.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Conroy
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mikael Hallstrom
Financial advisor at Usadvisors Wealth Management, LLC
Usadvisors Wealth Management, LLC · $483.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Owen Lyons
Financial advisor at Demand Wealth
Demand Wealth · $164.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Knowles
Financial advisor at The Knowles Company, LLC
The Knowles Company, LLC · $58.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ravi Myneni
Financial advisor at Banyantree Wealth Management
Banyantree Wealth Management · $16.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Welsh
Financial advisor at Pegasus Financial Group LLC
Pegasus Financial Group LLC · $122.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trent Smith
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Victor Imoh
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Scoggins
Financial advisor at Svb Wealth
Svb Wealth · $3.1B 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 Oakton, 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 Oakton, VA.

How this list works

Before you hire an advisor in Oakton, VA