Financial advisors in Winchester, VA

95 match · page 1 of 4

Blaine Dunn
Financial advisor at Dunn Financial Advisors, LLC
Dunn Financial Advisors, LLC · $29.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Merchant
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darren Colananni
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Garfola
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Michael
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Hahn
Financial advisor at Buttonwood Wealth
Buttonwood Wealth · $425.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Nichols
Financial advisor at Buttonwood Wealth
Buttonwood Wealth · $425.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Williams
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julia Connell
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Aguilar
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Megan Branch
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Magness
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Oates
Financial advisor at Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC · $8.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Pugliese
Financial advisor at Buttonwood Wealth
Buttonwood Wealth · $425.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stuart Allen
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Kagey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Abraham Walsh
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aleta Hoover
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allen Fredericks
Financial advisor at First Advisors National, LLC
First Advisors National, LLC · $505.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Flores Velasquez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Dellinger
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Gauldin
Financial advisor at Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC · $8.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Davet
Financial advisor at R & J Financial Partners, LLC
R & J Financial Partners, LLC · $64.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Ellison
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chet Bingham
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Trent
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cotterell
Financial advisor at Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC · $8.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christy Wade
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clifton Rutherford
Financial advisor at R & J Financial Partners, LLC
R & J Financial Partners, LLC · $64.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colin Johnson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Winchester, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Winchester, VA.

How this list works

Before you hire an advisor in Winchester, VA