Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Reston, VA
Every SEC-registered financial advisor at a firm office in Reston who lists the Certified Financial Planner designation, A to Z.
114 CFP professionals work in Reston; the most are at Mason Investment Advisory Services Inc. (16). 45 are also registered broker representatives.
CFP advisors in Reston, A to Z
Every advisor in Reston →- Christopher A. AimeRaymond James & Associates, Inc. · Certified Financial Planner
- Brenna R. AllsoppThe Burney Company · Certified Financial Planner
- Samuel M. AthertonApella Wealth · Certified Financial Planner
- Scott T. AuneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Sarah E. BakerMason Investment Advisory Services Inc. · Certified Financial Planner
- James T. Barnette Jr.Private Advisor Group, LLC · Certified Financial Planner
- Tessa BarrettMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Garrett T. BeckstromUnited Capital Financial Advisors · Certified Financial Planner
- Andrew N. BonkEdward Jones · Certified Financial Planner
- Matthew P. BrennanCovenant Wealth Advisors · Certified Financial Planner
- Julie R. BrohardApella Wealth · Certified Financial Planner
- Sarah M. CatoPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Glen M. CesariRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew D. ChaffeeApella Wealth · Certified Financial Planner
- Goeun ChoiBuchanan Wealth Management · Certified Financial Planner
- Joan M. ConfoyPrivate Advisor Group, LLC · Certified Financial Planner
- Laura A. CorbianiEquita Financial Network, Inc. · Certified Financial Planner
- Daniel R. CornoMason Investment Advisory Services Inc. · Certified Financial Planner
- Peiliang CuiCetera Investment Advisers LLC · Certified Financial Planner
- Cynthia H. DeavelCommonwealth Financial Network · Certified Financial Planner
- Scott D. DillieWealthspire Advisors · Certified Financial Planner
- Hilary S. DisherCavu Wealth Advisors, LLC · Certified Financial Planner
- William J. DwengerMason Investment Advisory Services Inc. · Certified Financial Planner
- David C. EnglerMason Investment Advisory Services Inc. · Certified Financial Planner
- Justin EullerStrategic Advisers LLC · Certified Financial Planner
- Thomas F. FayStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- John R. ForbrichAcorn Financial Advisory Services, Inc. · Certified Financial Planner
- Gary J. FreyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Caleb J. FryMason Investment Advisory Services Inc. · Certified Financial Planner
- Kevin J. GalvinHopwood Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- James M. GambacciniAcorn Financial Advisory Services, Inc. · Certified Financial Planner
- David R. GilbertMason Investment Advisory Services Inc. · Certified Financial Planner
- Allison L. GormierMason Investment Advisory Services Inc. · Certified Financial Planner
- Sarah L. GosselinF L Putnam Investment Management Co. · Certified Financial Planner
- Eran GoudesWealthspire Advisors · Certified Financial Planner, Chartered Financial Analyst
- Hayley D. GregoryCommonwealth Financial Network · Certified Financial Planner
- Jyoti GujralOsaic Wealth, Inc. · Certified Financial Planner
- Rebecca B. HallAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Blake E. HarringtonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Mark A. HaynesMason Investment Advisory Services Inc. · Certified Financial Planner
- Dylan HerrmannCharles Schwab & Co., Inc. · Certified Financial Planner
- Ann Marie D. HindleyCerity Partners LLC · Certified Financial Planner
- Abigail C. HolmesCresset Asset Management, LLC · Certified Financial Planner
- Blaine W. HomanMason Investment Advisory Services Inc. · Certified Financial Planner
- Herbert G. Hopwood IIIHopwood Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Timothy R. HughesWealthspire Advisors · Certified Financial Planner
- Mohammed M. IftaihaOsaic Wealth, Inc. · Certified Financial Planner
- Devin S. JohnsonMason Investment Advisory Services Inc. · Certified Financial Planner
- James M. JosephSentinel Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Sharon L. KampnerMason Investment Advisory Services Inc. · Certified Financial Planner
- Bradley D. KaplanKaplan Wealth Management, Inc. · Certified Financial Planner
- Maynur KarlukOsaic Wealth, Inc. · Certified Financial Planner
- Brian M. KelleyMason Investment Advisory Services Inc. · Certified Financial Planner
- Ryan KellingerCommonwealth Financial Network · Certified Financial Planner
- Chloerissa G. KirwanGrey Kirwan Financial · Certified Financial Planner, Chartered Financial Consultant
- Myka B. KoenenWealthspire Advisors · Certified Financial Planner
- John M. KoesterKestra Advisory Services, LLC · Certified Financial Planner
- Max B. KortegastHopwood Financial Services, Inc. · Certified Financial Planner
- Gustavo LaguardaTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Shayna A. LebowitzMason Investment Advisory Services Inc. · Certified Financial Planner
- Kevin B. LozerOakton Financial, LLC · Certified Financial Planner
- Steven T. MarshallAmeriprise Financial Services, LLC · Certified Financial Planner
- Mitchell E. MartinMitchell Advisory Inc. · Certified Financial Planner
- Gregory D. MattinglyPreston Wealth Advisors, LLC. · Certified Financial Planner
- Walter C. McMannOsaic Wealth, Inc. · Certified Financial Planner
- Kelly McNerneyCerity Partners LLC · Certified Financial Planner
- Ketan J. MehtaMehta Services Company · Certified Financial Planner
- Amy A. MitchellMason Investment Advisory Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- Joseph A. MorganUnited Capital Financial Advisors · Certified Financial Planner
- Caroline MorrisPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Nabil W. MuftiOsaic Wealth, Inc. · Certified Financial Planner
- Haris MutapcicStrategic Advisers LLC · Certified Financial Planner
- Nabih G. NabtiWorld Investment Advisors, LLC · Certified Financial Planner
- Rachel S. NelliotCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael A. NessCerity Partners LLC · Certified Financial Planner
- David W. Odiorne IIIMason Investment Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin E. OkimRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joseph S. PabisPrivate Advisor Group, LLC · Certified Financial Planner
- Ryan C. PhillipsGuidepoint Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- Andrejs PilajevsCerity Partners LLC · Certified Financial Planner
- Amanda R. PlonskiCresset Asset Management, LLC · Certified Financial Planner
- Thomas R. PudnerMason Investment Advisory Services Inc. · Certified Financial Planner
- Peter A. RamigHopwood Financial Services, Inc. · Certified Financial Planner
- Judy L. RedpathCommonwealth Financial Network · Certified Financial Planner
- Jane ReichardIndependent Advisor Alliance, LLC · Certified Financial Planner
- Steven RichardsonCommonwealth Financial Network · Certified Financial Planner
- Kenneth C. RobinsonKcr Wealth Management, LLC · Certified Financial Planner
- Danny Robles FuentesAmeriprise Financial Services, LLC · Certified Financial Planner
- Grant M. RuderWealthspire Advisors · Certified Financial Planner
- Ehab A. SelimInvestology Inc. · Certified Financial Planner
- James A. SextonPiedmont Wealth Advisory · Certified Financial Planner
- Kenneth H. Shall Jr.Park Avenue Securities LLC · Certified Financial Planner
- Timothy P. SheanCommonwealth Financial Network · Certified Financial Planner
- Matthew D. ShriverAlexander Randolph Advisory Inc. · Certified Financial Planner, Chartered Financial Analyst
- Yevgeniy ShvetsCapitol Securities Management, Inc. · Certified Financial Planner
- Christopher A. SmithOrigin Wealth Management LLC · Certified Financial Planner
- Taylor B. SmithCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- William R. Stade Jr.Capitol Securities Management, Inc. · Certified Financial Planner
- Ryan J. StilleCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Timothy E. StraitCapitol Securities Management, Inc. · Certified Financial Planner
- Bryan A. StrettonWealthspire Advisors · Certified Financial Planner
- Onari S. TariahCerity Partners LLC · Certified Financial Planner
- Steven B. TraxMai Capital Management, LLC · Certified Financial Planner
- Robert E. Tucker IIIReston Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Stephen K. TuckerCetera Investment Advisers LLC · Certified Financial Planner
- Holden P. VarvelVocare Wealth Advisors · Certified Financial Planner
- Alexander C. VoorheesReston Wealth Management · Certified Financial Planner
- Alia E. WagenhofferCerity Partners LLC · Certified Financial Planner
- David H. WatsonPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Lauren P. WatsonCresset Asset Management, LLC · Certified Financial Planner
- Jonathan D. WinterContinuum Wealth Strategies, LLC · Certified Financial Planner
- Miye T. WireOsaic Wealth, Inc. · Certified Financial Planner
- Albert WuRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Charles T. YorkUnited Capital Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Reston
Mason Investment Advisory Services Inc. 16Cerity Partners LLC 6Commonwealth Financial Network 6Osaic Wealth, Inc. 6Wealthspire Advisors 6Raymond James Financial Services Advisors, Inc. 5Hopwood Financial Services, Inc. 4Park Avenue Securities LLC 4Ameriprise Financial Services, LLC 3Apella Wealth 3Capitol Securities Management, Inc. 3Cresset Asset Management, LLC 3Private Advisor Group, LLC 3Strategic Advisers LLC 3United Capital Financial Advisors 3
CFP advisors in other Virginia cities
All of Virginia →Richmond 202McLean 169Virginia 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 Reston, VA?
114 SEC-registered investment adviser representatives at firm offices in Reston, Virginia list the CFP designation; Mason Investment Advisory Services Inc. employs the most of them (16).
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 Reston?
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.