Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Glen Allen, VA

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

52 CFP professionals work in Glen Allen; the most are at Raymond James Financial Services Advisors, Inc. (8). 27 are also registered broker representatives.

CFP advisors in Glen Allen, A to Z

Every advisor in Glen Allen →

Firms with the most CFP professionals in Glen Allen

Raymond James Financial Services Advisors, Inc. 8Hub Investment Partners, LLC 6Charles Schwab & Co., Inc. 3LPL Financial LLC 3Rfg Advisory, LLC 3The Main Street Group 3Eagle Strategies LLC 2Financial Freedom Planners 2LPL Enterprise, LLC 2Strategic Advisers LLC 2Strathmore Capital Advisors 2Advisor Financial Services, Inc. 1Bdc Capital Management, Inc. 1Cambridge Investment Research Advisors, Inc. 1Capitol Securities Management, Inc. 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202McLean 169Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Charlottesville 45Roanoke 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 Glen Allen, VA?

52 SEC-registered investment adviser representatives at firm offices in Glen Allen, Virginia list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (8).

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 Glen Allen?

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.