Top Financial Advisors in Fairfax, Virginia
Finding the right financial advisor in Fairfax 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 Fairfax, 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 Fairfax, VA.
Find the Best Financial Advisor Firms in Fairfax:
PINE HARBOR WEALTH MANAGEMENT LLC
CRD#: 317352
Address: 8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031
Clients: 47
Average Clients per Advisor: 47
AUM: $ 445M
ASPECT PARTNERS, LLC
CRD#: 307273
Address: 8500 Executive Park Ave Suite 400, Fairfax, VA 22031
Clients: 274
Average Clients per Advisor: 54
AUM: $ 352M
REFRAME WEALTH, LLC
CRD#: 313386
Address: 3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030
Clients: 117
Average Clients per Advisor: 58
AUM: $ 346M
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD#: 114957
Address: 10517a West Drive, Fairfax, VA 22030-8144
Clients: 142
Average Clients per Advisor: 28
AUM: $ 330M
CLARION WEALTH MANAGEMENT PARTNERS
CRD#: 334243
Address: 12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033
Clients: 282
Average Clients per Advisor: 70
AUM: $ 312M
DAVID WEALTH MANAGEMENT, LLC
CRD#: 164232
Address: 8315 Route 29 Suite 325, Fairfax, VA 22031
Clients: 57
Average Clients per Advisor: 28
AUM: $ 239M
How We Chose the Top Financial Advisors in Fairfax, Virginia
To create this list of top financial advisor firms in Fairfax, 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 Fairfax has to offer.
Search Financial Advisors in Fairfax, Virginia
Gary Stuart Williams
Registered Affiliation(s):WILLIAMS ASSET MANAGEMENT
Bonita Jane Merritt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Dwayne Laverne Grady
Registered Affiliation(s):UNITED CAPITAL FINANCIAL ADVISORS
Pamela Bailey Murphy
Registered Affiliation(s):MORGAN STANLEY
Philip Edward Leopold
Registered Affiliation(s):FIRST COMMAND ADVISORY SERVICES
Laura Nafis Pennington
Registered Affiliation(s):ROCKEFELLER FINANCIAL 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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