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Top Rated Financial Advisors in Virginia

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Virginia is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Virginia with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Virginia near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Adam Paffenroth

Cornerstone Private Wealth Planning
CFP®, ChFC®
Adam Paffenroth, a financial fiduciary, provides financial services to clients in the Alexandria, Virginia area. Adam holds a CFP®, ChFC® certification. Adam has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Bryan Beatty

Egan, Berger and Weiner, LLC
Accredited Investment Fiduciary® (AIF), CFP®
Bryan Beatty, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bryan holds a Accredited Investment Fiduciary® (AIF), CFP® certification. Bryan has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Name(s) of Custodian(s):
    Pershing

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Daniel R. Hill

Hill Wealth Strategies
CFP®, AIF®
Daniel R. Hill, a financial fiduciary, provides financial services to clients in the Richmond, Virginia area. Daniel holds a CFP®, AIF® certification. Daniel has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Name(s) of Custodian(s):
    Charles Schwab

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Emily Robbins

Virginia Asset Group
CRPS®
Emily Robbins, a financial fiduciary, provides financial services to clients in the Virginia Beach, Virginia area. Emily holds a CRPS® certification. Emily has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Nicholas Arcand

Blackbridge Financial
Nicholas Arcand, a financial fiduciary, provides financial services to clients in the Chesapeake, Virginia area. Nicholas has over 4 years of experience.

Additional Information:

Years of Experience:
4 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Roshan Loungani

Arete Wealth Management, LLC
CFP®, CRPC®
Roshan Loungani, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Roshan holds a CFP®, CRPC® certification. Roshan has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
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Ben Sadtler

Gore Capital Management
CFP®, CFA®
Ben Sadtler, a financial fiduciary, provides financial services to clients in the Williamsburg, Virginia area. Ben holds a CFP®, CFA® certification. Ben has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
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Nicholas Greggory Caramanica

Arlington Wealth Planning, LLC
CFP®
Nicholas Greggory Caramanica, a financial fiduciary, provides financial services to clients in the Arlington, Virginia area. Nicholas holds a CFP® certification. Nicholas has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Altruist Financial, LLC

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Darren Colananni

Centurion Wealth Management
CFP®, CPWA®, CIMA®, ChFC®
Darren Colananni, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Darren holds a CFP®, CPWA®, CIMA®, ChFC® certification. Darren has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)

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Jeffrey Lippman

Capitol Financial Consultants, Inc.
CFP®, ChFC®
Jeffrey Lippman, a financial fiduciary, provides financial services to clients in the McLean, Virginia area. Jeffrey holds a CFP®, ChFC® certification. Jeffrey has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Michael Miles

Variplan, LLC
CFP®
Michael Miles, a financial fiduciary, provides financial services to clients in the Sterling, Virginia area. Michael holds a CFP® certification. Michael has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Reston, Virginia area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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