Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Charlottesville, VA
Every SEC-registered financial advisor at a firm office in Charlottesville who lists the Certified Financial Planner designation, A to Z.
45 CFP professionals work in Charlottesville; the most are at Cary Street Partners (6). 22 are also registered broker representatives.
CFP advisors in Charlottesville, A to Z
Every advisor in Charlottesville →- Steven M. BallAmeriprise Financial Services, LLC · Certified Financial Planner
- Theodore N. BargerTruist Advisory Services, Inc. · Certified Financial Planner
- Ty W. BilderbackSolitude Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Robert C. BowenLPL Financial LLC · Certified Financial Planner
- Miranda J. BradshawStrategic Advisers LLC · Certified Financial Planner
- Elizabeth L. BrewMarotta Wealth Management, Inc. · Certified Financial Planner
- Glenn H. CatalanoAmeriprise Financial Services, LLC · Certified Financial Planner
- Howard J. CranfordSturman Wealth Advisors · Certified Financial Planner
- Ryan D. DaleyBroadpark Advisors, LLC · Certified Financial Planner
- Matthew H. DawsonRede Wealth, LLC · Certified Financial Planner
- John C. DeanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James E. DickmanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jacob L. FlemingSolitude Financial Services, Inc. · Certified Financial Planner
- Jill FletcherCary Street Partners · Certified Financial Planner
- Donald D. Giannangeli IIIEdward Jones · Certified Financial Planner
- Michael J. GintyCary Street Partners · Certified Financial Planner
- Thomas W. GriersonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jessica D. HeneberryCary Street Partners · Certified Financial Planner
- Britt E. HockenberryKestra Advisory Services, LLC · Certified Financial Planner
- Elizabeth F. HorbalyMarotta Wealth Management, Inc. · Certified Financial Planner
- Thomas E. JacksonKestra Advisory Services, LLC · Certified Financial Planner
- Michael H. KaminskiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David A. LemonWells Fargo Clearing Services, LLC · Certified Financial Planner
- David J. MarottaMarotta Wealth Management, Inc. · Certified Financial Planner
- James M. MasloffRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ryan J. McCallCommonwealth Financial Network · Certified Financial Planner
- Mark R. McCarronArrowroot Family Office, LLC · Certified Financial Planner
- John S. McCoy IIICary Street Partners · Certified Financial Planner
- Shannon MortonCary Street Partners · Certified Financial Planner
- Patrick J. Mullins IVCary Street Partners · Certified Financial Planner
- Alan A. NicoletteNicolette Financial Advisors LLC · Certified Financial Planner
- Susan OwensMML Investors Services, LLC · Certified Financial Planner
- Evan N. PowersCypress Financial Planning · Certified Financial Planner
- Kristen B. PuryearWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Julia J. ReichardRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Megan M. RussellMarotta Wealth Management, Inc. · Certified Financial Planner
- Paige E. RyanNorthstar Asset Management, Inc. · Certified Financial Planner
- Todd A. SturmanSturman Wealth Advisors · Certified Financial Planner
- Peter W. TuzChase Investment Counsel Corporation · Certified Financial Planner, Chartered Financial Analyst
- Greg T. VairoMarotta Wealth Management, Inc. · Certified Financial Planner
- Jorgen VikWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael WhitneySolitude Financial Services, Inc. · Certified Financial Planner
- Susan M. WilkinsonCetera Investment Advisers LLC · Certified Financial Planner
- William L. Wolfe IIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Phillip G. YesbeckCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Charlottesville
Cary Street Partners 6Marotta Wealth Management, Inc. 5Raymond James Financial Services Advisors, Inc. 3Solitude Financial Services, Inc. 3Wells Fargo Advisors Financial Network, LLC 3Wells Fargo Clearing Services, LLC 3Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Kestra Advisory Services, LLC 2Sturman Wealth Advisors 2Arrowroot Family Office, LLC 1Broadpark Advisors, LLC 1Chase Investment Counsel Corporation 1Commonwealth Financial Network 1Cypress Financial Planning 1
CFP advisors in other Virginia cities
All of Virginia →Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Roanoke 43Midlothian 40Williamsburg 37Tysons Corner 34Norfolk 33Leesburg 32Falls Church 29Harrisonburg 27Ashburn 26Herndon 21Winchester 17Newport News 16Lynchburg 15Tysons 13Chesapeake 12
Questions
How many CFP financial advisors are in Charlottesville, VA?
45 SEC-registered investment adviser representatives at firm offices in Charlottesville, Virginia list the CFP designation; Cary Street Partners employs the most of them (6).
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 Charlottesville?
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.