Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tysons, VA

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

13 CFP professionals work in Tysons; the most are at McLean Asset Management Corp. (6). 1 are also registered broker representatives.

CFP advisors in Tysons, A to Z

Every advisor in Tysons →

Frank T. BarkanicEdelman Financial Engines · Certified Financial Planner
Brian M. BassMcLean Asset Management Corp. · Certified Financial Planner
Claudia BruceMcLean Asset Management Corp. · Certified Financial Planner
Athena ChangMcLean Asset Management Corp. · Certified Financial Planner
George ClarkVariant Private Wealth LLC · Certified Financial Planner
Carmine N. D'AvinoWithum Wealth Management · Certified Financial Planner
Paula B. FriedmanMcLean Asset Management Corp. · Certified Financial Planner
Tyler H. HarperVariant Private Wealth LLC · Certified Financial Planner
Kevin S. MatthewsCetera Investment Advisers LLC · Certified Financial Planner
David A. MorganteVariant Private Wealth LLC · Certified Financial Planner
Ann G. SchnorrenbergWithum Wealth Management · Certified Financial Planner
Dean T. UmemotoMcLean Asset Management Corp. · Certified Financial Planner, Chartered Financial Consultant
Jessica N. WunderMcLean Asset Management Corp. · Certified Financial Planner

Firms with the most CFP professionals in Tysons

McLean Asset Management Corp. 6 Variant Private Wealth LLC 3 Withum Wealth Management 2 Cetera Investment Advisers LLC 1 Edelman Financial Engines 1

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202 McLean 169 Reston 114 Virginia Beach 102 Vienna 96 Alexandria 78 Fairfax 78 Arlington 58 Glen Allen 52 Charlottesville 45 Roanoke 43 Midlothian 40 Williamsburg 37 Tysons Corner 34 Norfolk 33 Leesburg 32 Falls Church 29 Harrisonburg 27 Ashburn 26 Herndon 21 Winchester 17 Newport News 16 Lynchburg 15 Chesapeake 12

Questions

How many CFP financial advisors are in Tysons, VA?

13 SEC-registered investment adviser representatives at firm offices in Tysons, Virginia list the CFP designation; McLean Asset Management Corp. 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 Tysons?

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.