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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Vienna, VA

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

96 CFP professionals work in Vienna; the most are at Rembert Pendleton Jackson (11). 44 are also registered broker representatives.

CFP advisors in Vienna, A to Z

Every advisor in Vienna →

Firms with the most CFP professionals in Vienna

Rembert Pendleton Jackson 11RBC Capital Markets, LLC 10Cetera Investment Advisers LLC 8Yeske Buie Inc. 8Navy Federal Investment Services, LLC 6Glassman Wealth Services, LLC 5D'Orazio Wealth Advisors 3Td Private Client Wealth LLC 3&Partners 2Allegiance Financial Group 2Ameriprise Financial Services, LLC 2Capitol Private Wealth Group LLC 2Osaic Wealth, Inc. 2Reframe Wealth, LLC 2Wealth Enhancement Advisory Services, LLC 2

CFP advisors in other Virginia cities

All of Virginia →

Richmond 202McLean 169Reston 114Virginia Beach 102Alexandria 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 Vienna, VA?

96 SEC-registered investment adviser representatives at firm offices in Vienna, Virginia list the CFP designation; Rembert Pendleton Jackson employs the most of them (11).

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 Vienna?

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.