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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

RIA

Address: 8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031

Clients: 47

Average Clients per Advisor: 47

AUM: $ 445M

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PROFESSIONAL FINANCIAL SOLUTIONS, LLC

CRD#: 114957

RIA

Address: 10517a West Drive, Fairfax, VA 22030-8144

Clients: 142

Average Clients per Advisor: 23

AUM: $ 410M

ASPECT PARTNERS, LLC

CRD#: 307273

RIA

Address: 2677 Prosperity Ave Suite 380, Fairfax, VA 22031

Clients: 274

Average Clients per Advisor: 54

AUM: $ 352M

REFRAME WEALTH, LLC

CRD#: 313386

RIA

Address: 3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030

Clients: 117

Average Clients per Advisor: 58

AUM: $ 346M

CLARION WEALTH MANAGEMENT PARTNERS

CRD#: 334243

RIA

Address: 12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033

Clients: 282

Average Clients per Advisor: 70

AUM: $ 312M

CAMPION ASSET MANAGEMENT, LLC

CRD#: 134002

RIA

Address: 11325 Random Hills Road Suite 360, A176, Fairfax, VA 22030

Clients: 61

Average Clients per Advisor: 20

AUM: $ 229M

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


Name or CRD#
Location:
Firm name (optional)
Gary Stuart Williams
AdvisorCheck Check Mark

Gary Stuart Williams

IAR
CRD#: 2470323
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Columbia, MD 21045
Company:
WILLIAMS ASSET MANAGEMENT
Disclosures:
Experience:
32 years
Eric Josef Schaefer
AdvisorCheck Check Mark

Eric Josef Schaefer

IAR
CRD#: 5736537
CFP®: Certified Financial Planner
Location:
Arlington, VA 22203
Company:
EVERMAY WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
16 years
Rebecca Brideau Hall

Rebecca Brideau Hall

IAR
RR
CRD#: 2586735
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Reston, VA 20191-1592
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
30 years
Michael Allen Gays

Michael Allen Gays

IAR
RR
CRD#: 2323753
CFP®: Certified Financial Planner
Location:
Alexandria, VA
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
33 years
Eugene M Mcguire JR

Eugene M Mcguire JR

Eugene M Mcguire Jr, Eugene Michael Mcguire Jr, Gene Mcguire
IAR
RR
CRD#: 2388199
CFP®: Certified Financial Planner
Location:
Vienna, VA
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
32 years
John Derek Majkowski

John Derek Majkowski

Derek Majowski
IAR
RR
CRD#: 2502941
CFP®: Certified Financial Planner
Location:
Washington, DC 20006
Company:
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Disclosures:
Experience:
31 years

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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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