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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ashburn, VA

Every SEC-registered financial advisor at a firm office in Ashburn who lists the Certified Financial Planner designation, A to Z.

26 CFP professionals work in Ashburn; the most are at Mai Capital Management, LLC (4). 11 are also registered broker representatives.

CFP advisors in Ashburn, A to Z

Every advisor in Ashburn →

Firms with the most CFP professionals in Ashburn

Mai Capital Management, LLC 4LPL Financial LLC 3Strategic Advisers LLC 3Edward Jones 2Arbor Private Wealth, LLC 1Cambridge Investment Research Advisors, Inc. 1Captrust 1Cerity Partners LLC 1Cetera Investment Advisers LLC 1Different Investments, LLC 1Diversify Wealth Management, LLC 1Edelman Financial Engines 1Generational Private Wealth 1Hillebrand Financial Planning LLC 1Houlihan Financial Resource Group, Ltd. 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 45Roanoke 43Midlothian 40Williamsburg 37Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12

Questions

How many CFP financial advisors are in Ashburn, VA?

26 SEC-registered investment adviser representatives at firm offices in Ashburn, Virginia list the CFP designation; Mai Capital Management, LLC employs the most of them (4).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Ashburn?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.