Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in McLean, VA
Every SEC-registered financial advisor at a firm office in McLean who lists the Certified Financial Planner designation, A to Z.
169 CFP professionals work in McLean; the most are at Cassaday & Company, Inc. (17). 67 are also registered broker representatives.
CFP advisors in McLean, A to Z
Every advisor in McLean →- Hunter B. AdamsBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Christopher S. AireyConcurrent Investment Advisors, LLC · Certified Financial Planner
- Danielle C. AlcideRange Advisory, LLC · Certified Financial Planner
- Timothy AlvaradoActiv8 Family Office LLC · Certified Financial Planner
- Iram M. AmirSagevest Wealth Management · Certified Financial Planner
- Kristan L. AndersonWest Financial Services, Inc. · Certified Financial Planner
- Kristen M. AndrejevCreative Planning · Certified Financial Planner
- Austin D. AnthonyCreative Planning · Certified Financial Planner
- James D. BeallTruist Advisory Services, Inc. · Certified Financial Planner
- Connor BectonConcurrent Investment Advisors, LLC · Certified Financial Planner
- Aaron D. BenwayAb Financial Planning And Investments, LLC · Certified Financial Planner
- Chaz H. BillakBogart Wealth, LLC · Certified Financial Planner
- Carmen I. BississoCassaday & Company, Inc. · Certified Financial Planner
- Mahendra K. BistWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brenda P. BliskConcurrent Investment Advisors, LLC · Certified Financial Planner
- Matthew W. BluntCassaday & Company, Inc. · Certified Financial Planner
- Matthew R. BrandonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael G. BrennanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Christopher W. BrownBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Douglas M. BrownCorient · Certified Financial Planner
- Jackson M. BrownRange Advisory, LLC · Certified Financial Planner
- Kevin BuckleyMorgan Stanley · Certified Financial Planner
- Zachary T. BusterMML Investors Services, LLC · Certified Financial Planner
- Irene R. ButlerCassaday & Company, Inc. · Certified Financial Planner
- Thomas R. CallahanRange Advisory, LLC · Certified Financial Planner
- Brian M. CalleryEdward Jones · Certified Financial Planner
- Maedi T. CarneyChesapeake Investment Management LLC · Certified Financial Planner
- Manuel A. CarranzaRange Advisory, LLC · Certified Financial Planner
- Stephan Q. CassadayCassaday & Company, Inc. · Certified Financial Planner
- Christine A. CataldoMercer Global Advisors Inc. · Certified Financial Planner
- Lori A. CaumeilMorgan Stanley · Certified Financial Planner
- Genevieve C. CoanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kenneth W. CoanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicolas A. ConfortiBogart Wealth, LLC · Certified Financial Planner
- Andrew B. CookWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nell R. CordickBogart Wealth, LLC · Certified Financial Planner
- Spencer CroftRange Advisory, LLC · Certified Financial Planner
- Kleo N. CurryMorgan Stanley · Certified Financial Planner
- Elizabeth L. DavilaTruist Advisory Services, Inc. · Certified Financial Planner
- Jeffrey R. DavisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas DespinsKeel Point, LLC · Certified Financial Planner
- Mark DoughtyConcurrent Investment Advisors, LLC · Certified Financial Planner
- Kevin R. DraudtAndersen · Certified Financial Planner
- Kathleen E. DuffyApella Wealth · Certified Financial Planner, Chartered Financial Consultant
- Allen C. EickelbergBogart Wealth, LLC · Certified Financial Planner
- Spencer T. EngelkeRange Advisory, LLC · Certified Financial Planner
- Mark FalamounMercer Global Advisors Inc. · Certified Financial Planner
- Yvette Farrugia PolsterTruist Advisory Services, Inc. · Certified Financial Planner
- Samuel A. FerroCassaday & Company, Inc. · Certified Financial Planner
- David B. FieldsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew FincherCetera Investment Advisers LLC · Certified Financial Planner
- Kalman C. FingerCetera Investment Advisers LLC · Certified Financial Planner
- Timothy S. FlaniganBrown | Miller Wealth Management, LLC · Certified Financial Planner
- David FrancisAndersen · Certified Financial Planner
- Patrick M. GallagherCreative Planning · Certified Financial Planner
- Sean K. GallahanCassaday & Company, Inc. · Certified Financial Planner
- Ali GanjianWells Fargo Clearing Services, LLC · Certified Financial Planner
- Yosef GhebrayRange Advisory, LLC · Certified Financial Planner
- Joshua W. Goulding4j Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Arush GuptaRange Advisory, LLC · Certified Financial Planner
- Jacob A. GurockCenturion Wealth Management · Certified Financial Planner
- Richard B. GurzCommonwealth Financial Network · Certified Financial Planner
- Jeffrey D. HamblenGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher B. HardwareWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas A. HarrisCassaday & Company, Inc. · Certified Financial Planner
- Jason R. HemeonArgo Wealth Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Victoria G. HenryWest Financial Services, Inc. · Certified Financial Planner
- Culley S. HessAlpha Financial Advisors, LLC · Certified Financial Planner
- Eric D. HessAlpha Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Austin HilscherBogart Wealth, LLC · Certified Financial Planner
- Amy C. HoffmanAdvisors Financial, Inc. · Certified Financial Planner
- Victoria E. HolcomBogart Wealth, LLC · Certified Financial Planner
- Justin M. HoltzLPL Financial LLC · Certified Financial Planner
- Drew R. HowellCreative Planning · Certified Financial Planner
- Michael K. HughesOlio Financial Planning · Certified Financial Planner
- Adam E. HukeCassaday & Company, Inc. · Certified Financial Planner
- George T. Ingram IIIMercer Global Advisors Inc. · Certified Financial Planner
- Luke JacksonMercer Global Advisors Inc. · Certified Financial Planner
- Mark E. JohannessenCreative Planning · Certified Financial Planner
- Russell JonesCetera Investment Advisers LLC · Certified Financial Planner
- Alex J. KarkeekCassaday & Company, Inc. · Certified Financial Planner
- Maryann R. KeithMML Investors Services, LLC · Certified Financial Planner
- Thomas A. KelloggBogart Wealth, LLC · Certified Financial Planner
- Mitchell O. KernusMorgan Stanley · Certified Financial Planner
- Sukja S. KimTruist Advisory Services, Inc. · Certified Financial Planner
- Timothy S. KoehlModera Wealth Management, LLC · Certified Financial Planner
- Christopher A. KrellCassaday & Company, Inc. · Certified Financial Planner
- Jonathan R. KurtzCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- John LangfordCorient · Certified Financial Planner
- Daniel P. LashCetera Investment Advisers LLC · Certified Financial Planner
- Jeremy B. LaughtonCreative Planning · Certified Financial Planner
- Christopher J. LeggActiv8 Family Office LLC · Certified Financial Planner
- Mark A. LesterMML Investors Services, LLC · Certified Financial Planner
- John A. LienertOlio Financial Planning · Certified Financial Planner
- Mary K. LiolaCommonwealth Financial Network · Certified Financial Planner
- Jeffrey R. LippmanCapitol Financial Consultants, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey A. LopezRange Advisory, LLC · Certified Financial Planner
- Georgia L. LordConcurrent Investment Advisors, LLC · Certified Financial Planner
- Carrie H. MalatestaBogart Wealth, LLC · Certified Financial Planner
- Andrew P. MalayCassaday & Company, Inc. · Certified Financial Planner
- Marcus L. MaloneConcurrent Investment Advisors, LLC · Certified Financial Planner
- Patrick J. MarcinkoBogart Wealth, LLC · Certified Financial Planner
- Mark J. MartinCreative Planning · Certified Financial Planner
- Anthony W. MatteoSagevest Wealth Management · Certified Financial Planner
- Alexandra M. McCombMariner · Certified Financial Planner
- Evan L. McCullersModera Wealth Management, LLC · Certified Financial Planner
- Frank J. McGovern Jr.Capitol Wealth Management, Inc. · Certified Financial Planner
- Andrew J. MillerOlio Financial Planning · Certified Financial Planner
- David A. MillerBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Karen F. MonborneAdvisors Financial, Inc. · Certified Financial Planner
- Rahim A. MuhammadCassaday & Company, Inc. · Certified Financial Planner
- Pamela B. MurphyMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Ryan N. MuscatellaCassaday & Company, Inc. · Certified Financial Planner
- Jennifer E. MyersSagevest Wealth Management · Certified Financial Planner
- Mary K. NapletonHightower Advisors, LLC · Certified Financial Planner
- Sterling D. NeblettCenturion Wealth Management · Certified Financial Planner
- Thomas PalazzoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jason PanMariner · Certified Financial Planner
- Thomas H. PhillipsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark N. PittelkauUnited Capital Financial Advisors · Certified Financial Planner
- Mario J. PizzamiglioArdent Guardian Wealth Advisory, LLC · Certified Financial Planner
- Panagiotis PlevritisBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Jeffrey R. PorterCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Hugh QuinnBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Matthew A. RagoneRange Advisory, LLC · Certified Financial Planner
- Anthony RieckAndersen · Certified Financial Planner
- Sean P. RosencranceConcurrent Investment Advisors, LLC · Certified Financial Planner
- Kenneth A. RubioUBS Financial Services Inc. · Certified Financial Planner
- Konstantin RusinWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- John R. RussellCreative Planning · Certified Financial Planner
- Sydney RutledgeBogart Wealth, LLC · Certified Financial Planner
- Emilio F. SanchezMorgan Stanley · Certified Financial Planner
- Policarpio G. Sanchez IISanchez & Zures, LLC · Certified Financial Planner
- Barbara J. SchelhornCreative Planning · Certified Financial Planner
- Jeffrey M. Sciscilo Jr.4j Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Maria L. SciutoSpire Wealth Management, LLC · Certified Financial Planner
- Benjamin R. SemmesMorgan Stanley · Certified Financial Planner
- Daniel A. SerraSagevest Wealth Management · Certified Financial Planner
- Elizabeth H. SharpBrown | Miller Wealth Management, LLC · Certified Financial Planner
- George W. ShirleySteward Partners Investment Advisory, LLC · Certified Financial Planner
- Nancy SkonbergWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lawrence D. SolomonMercer Global Advisors Inc. · Certified Financial Planner
- Jeremy B. StaadekerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Joy StephensWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kyler W. StephensBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Joel E. StillmanCapitol Financial Consultants, Inc. · Certified Financial Planner
- Keenan M. StoutMercer Global Advisors Inc. · Certified Financial Planner
- Keegan F. StroupAndersen · Certified Financial Planner
- Brian C. TalbottOlio Financial Planning · Certified Financial Planner
- Robert G. Taylor Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Sandra L. TerronezBogart Wealth, LLC · Certified Financial Planner
- David M. ThomeWealthspire Institutional, LLC · Certified Financial Planner
- Jillian J. ToomeyRange Advisory, LLC · Certified Financial Planner
- Rachel V. TranCetera Investment Advisers LLC · Certified Financial Planner
- Steven E. UlrichCassaday & Company, Inc. · Certified Financial Planner
- Joseph M. Van NameAdvisors Financial, Inc. · Certified Financial Planner
- Nathan J. VandemeulebroeckeBogart Wealth, LLC · Certified Financial Planner
- Bruce D. VaughnCetera Investment Advisers LLC · Certified Financial Planner
- Alex VazquezCassaday & Company, Inc. · Certified Financial Planner
- Morgan B. VethBogart Wealth, LLC · Certified Financial Planner
- Michael Viscardi Jr.LPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Solon G. VlastoModera Wealth Management, LLC · Certified Financial Planner
- Elise K. WenteBogart Wealth, LLC · Certified Financial Planner
- Spencer T. WerresOlio Financial Planning · Certified Financial Planner
- Justin L. WillisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jack T. WrennCassaday & Company, Inc. · Certified Financial Planner
- Christopher M. YoungCassaday & Company, Inc. · Certified Financial Planner
- Frank M. Zecca Jr.Activ8 Family Office LLC · Certified Financial Planner
- Jeffrey J. ZuresSanchez & Zures, LLC · Certified Financial Planner
Firms with the most CFP professionals in McLean
Cassaday & Company, Inc. 17Bogart Wealth, LLC 14Wells Fargo Clearing Services, LLC 12Range Advisory, LLC 11Creative Planning 10Brown | Miller Wealth Management, LLC 8Cetera Investment Advisers LLC 8Concurrent Investment Advisors, LLC 7Morgan Stanley 7Mercer Global Advisors Inc. 6Olio Financial Planning 5Andersen 4Sagevest Wealth Management 4Truist Advisory Services, Inc. 4Activ8 Family Office LLC 3
CFP advisors in other Virginia cities
All of Virginia →Richmond 202Reston 114Virginia Beach 102Vienna 96Alexandria 78Fairfax 78Arlington 58Glen Allen 52Charlottesville 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 McLean, VA?
169 SEC-registered investment adviser representatives at firm offices in McLean, Virginia list the CFP designation; Cassaday & Company, Inc. employs the most of them (17).
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 McLean?
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.