Top Financial Advisors in Vienna, Virginia
Finding the right financial advisor in Vienna is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Vienna, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Vienna, VA.
Find the Best Financial Advisor Firms in Vienna:
REMBERT PENDLETON JACKSON
CRD#: 306510
Address: 1945 Old Gallows Road Suite 750, Vienna, VA 22182
Clients: 727
Average Clients per Advisor: 48
AUM: $ 2.7B
GLASSMAN WEALTH SERVICES, LLC
CRD#: 151478
Address: 8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182
Clients: 62
Average Clients per Advisor: 5
AUM: $ 1.9B
YESKE BUIE INC.
CRD#: 143234
Address: 301 Maple Avenue West Suite 600, Vienna, VA 22180
Clients: 233
Average Clients per Advisor: 33
AUM: $ 768M
KFA PRIVATE WEALTH GROUP, LLC
CRD#: 281678
Address: 8000 Towers Crescent Drive Suite 1250, Vienna, VA 22182
Clients: 684
Average Clients per Advisor: 57
AUM: $ 626M
ALLEGIANCE FINANCIAL GROUP
CRD#: 313110
Address: 374 Maple Avenue East Suite 204, Vienna, VA 22180
Clients: 730
Average Clients per Advisor: 182
AUM: $ 329M
ATEGRA CAPITAL MANAGEMENT, LLC
CRD#: 164245
Address: 8229 Boone Blvd Suite 305, Vienna, VA 22182
AUM: $ 282M
How We Chose the Top Financial Advisors in Vienna, Virginia
To create this list of top financial advisor firms in Vienna, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Vienna has to offer.
Search Financial Advisors in Vienna, Virginia
Sung Hwan Lee
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark Edward Johannessen
Registered Affiliation(s):CREATIVE PLANNING
Mitchell Eric Martin
Registered Affiliation(s):MITCHELL ADVISORY INC
Ilene Brostrom
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Donald Patrick Lord
Registered Affiliation(s):THE FAMILY FIRM, INC.
Dee Ann Schedler
Registered Affiliation(s):CIBC PRIVATE WEALTH ADVISORS, INC.
Eric William Lantz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kleo N Curry
Registered Affiliation(s):MORGAN STANLEY
James Mark Joseph
Registered Affiliation(s):SENTINEL WEALTH MANAGEMENT, INC.
James Albert Giunchi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Charles Shiring
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Marco Joseph Fattorini
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason David Dunn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Constance Mackay Miner
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Adhanom Teweldebrhan Yohannes
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Neil Arthur Cain
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Everett Bosley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter Joseph Kenny
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Samuel Joong Kim
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Benjamin Miller
Registered Affiliation(s):EDWARD JONES
Ted Allen Kirkpatrick
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patrick Duane Reis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward J. Dahl
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kenneth Corbett Robinson
Registered Affiliation(s):KCR WEALTH MANAGEMENT, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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