Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Oakton, VA
Every SEC-registered investment adviser representative at a firm office in Oakton, with the firms that employ the most of them.
The short answer
18 registered advisors work in Oakton; the most are at Edward Jones (3). 5 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Oakton
| Firm | Advisors in Oakton |
|---|---|
| Edward Jones news | 3 |
| The Knowles Company, LLC | 2 |
| Allridge Wealth Management, Inc. | 1 |
| Banyantree Wealth Management | 1 |
| Cedar Grove Financial Planning, LLC | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Commonwealth Investment Advisory LLC | 1 |
| First Citizens Asset Management, Inc. | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Olsen Family Financial, LLC | 1 |
| Pegasus Financial Group LLC | 1 |
| Steward Partners Investment Advisory, LLC news | 1 |
| Strategic Advisers LLC | 1 |
| Usadvisors Wealth Management, LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Oakton, A to Z
CFP advisors in Oakton →- Anthony AcamporaEdward Jones
- Richard A. AllridgeAllridge Wealth Management, Inc. · Certified Financial Planner
- Kelly C. BarrowCedar Grove Financial Planning, LLC · Certified Financial Planner
- Mikael D. HallstromUsadvisors Wealth Management, LLC
- John L. HesterCetera Investment Advisers LLC · Personal Financial Specialist
- Edwin W. Knowles Jr.The Knowles Company, LLC · Certified Financial Planner
- Patrick T. KnowlesThe Knowles Company, LLC
- Austin W. Longacre VEdward Jones
- Ravi MyneniBanyantree Wealth Management
- Jay B. PageOlsen Family Financial, LLC
- Dylan C. RobisonWells Fargo Clearing Services, LLC
- Lawrence W. SchwartzCommonwealth Investment Advisory LLC
- William B. ScogginsFirst Citizens Asset Management, Inc.
- Trent A. SmithStrategic Advisers LLC
- John F. Swart IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John F. Utley Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner
- Thomas M. WelshPegasus Financial Group LLC
- Gary K. WongEdward Jones · Certified Financial Planner
Other cities in Virginia
All of Virginia →Richmond 1,274McLean 622Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86
Questions
How many financial advisors are in Oakton, VA?
18 investment adviser representatives are registered at firm offices in Oakton, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Oakton?
Edward Jones, with 3 registered advisors in Oakton, followed by The Knowles Company, LLC with 2.
How do I check a financial advisor in Oakton?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.