Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Reston, VA
Every SEC-registered investment adviser representative at a firm office in Reston, with the firms that employ the most of them.
The short answer
368 registered advisors work in Reston; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (45). 114 list the CFP designation and 228 are also registered broker representatives.
Firms with the most advisors in Reston
Advisors in Reston, A to Z (first 300 of 368)
CFP advisors in Reston →- Jennifer M. AbateMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rena A. AbdallaPreston Wealth Advisors, LLC.
- Mohammad R. AboudiCharles Schwab & Co., Inc.
- Luke AddingtonPreston Wealth Advisors, LLC.
- Christopher A. AimeRaymond James & Associates, Inc. · Certified Financial Planner
- Jordan H. AlbertAmeriprise Financial Services, LLC
- Lisa H. AlbrechtAmeriprise Financial Services, LLC
- Craig C. AldenFounders Financial Securities LLC
- Amr M. AlianInvestology Inc.
- Mehrak AliaskariMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brenna R. AllsoppThe Burney Company · Certified Financial Planner
- Miguel J. AlvarezWells Fargo Clearing Services, LLC
- Khalil S. AndraosMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian ArezzoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel M. AthertonApella Wealth · Certified Financial Planner
- Scott T. AuneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Sarah G. AveryMason Investment Advisory Services Inc.
- Frederick P. BaerenzF L Putnam Investment Management Co.
- Nardaneh BahraminejadOsaic Wealth, Inc.
- Keenan M. BaileyMason Investment Advisory Services Inc.
- Peter M. BakerPreston Wealth Advisors, LLC.
- Sarah E. BakerMason Investment Advisory Services Inc. · Certified Financial Planner
- Richard S. Baldwin IIIMason Investment Advisory Services Inc.
- James T. Barnette Jr.Private Advisor Group, LLC · Certified Financial Planner
- Jordan T. BarnettePrivate Advisor Group, LLC
- Tessa BarrettMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Garrett T. BeckstromUnited Capital Financial Advisors · Certified Financial Planner
- Karim BekkadjaNorthwestern Mutual Investment Services, LLC
- Robert M. BellPark Avenue Securities LLC
- Mounir BenbatoulMorgan Stanley
- Ryan BensonIndependent Financial Planning
- Garrett P. BirnbaumCresset Asset Management, LLC
- Douglas H. BirniePiedmont Wealth Advisory
- Patrick M. BischoffMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cameron R. BishopThe Burney Company
- Carolyn L. BiziliaMorgan Stanley
- Lone M. BjorkPrivate Advisor Group, LLC
- Nicholas M. BlueStrategic Advisers LLC
- John L. BocekMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Raymond J. Boland Jr.Northwestern Mutual Investment Services, LLC
- Jordan BonannoCharles Schwab & Co., Inc.
- Tara A. BonillaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew N. BonkEdward Jones · Certified Financial Planner
- Keith E. BrennanF L Putnam Investment Management Co.
- Matthew P. BrennanCovenant Wealth Advisors · Certified Financial Planner
- Joseph A. BridgeCharles Schwab & Co., Inc.
- Julie R. BrohardApella Wealth · Certified Financial Planner
- Randen T. BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan N. BrowningAcorn Financial Advisory Services, Inc.
- Matthew S. BuchananBuchanan Wealth Management
- Andrew A. BurkeCapitol Securities Management, Inc.
- William BurtonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samantha CaffertyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jesse A. CampionCharles Schwab & Co., Inc.
- Madison CappasPark Avenue Securities LLC
- Carol CastilloKestra Advisory Services, LLC
- 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
- Mary Beth ChavezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric P. CherkauskasMorgan Stanley
- Brian R. ChirlesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Goeun ChoiBuchanan Wealth Management · Certified Financial Planner
- Jeffrey A. ClarkPark Avenue Securities LLC
- Megan L. ClarkBrighter Financial Capital Management, LLC
- Gregory V. ClarkeCapitol Securities Management, Inc.
- Janna ClimerPark Avenue Securities LLC
- Joan M. ConfoyPrivate Advisor Group, LLC · Certified Financial Planner
- Brian L. CooperRaymond James Financial Services Advisors, Inc.
- Daniel CooperBrighter Financial Capital Management, LLC
- Laura A. CorbianiEquita Financial Network, Inc. · Certified Financial Planner
- Daniel R. CornoMason Investment Advisory Services Inc. · Certified Financial Planner
- Philip T. CorsoCommonwealth Financial Network
- William M. CoursonMason Investment Advisory Services Inc.
- Jonathan D. CoxAcorn Financial Advisory Services, Inc.
- Peiliang CuiCetera Investment Advisers LLC · Certified Financial Planner
- Devon J. CuryPark Avenue Securities LLC
- Alex J. D'AttilioAcorn Financial Advisory Services, Inc.
- James L. DayCapitol Securities Management, Inc.
- Cynthia H. DeavelCommonwealth Financial Network · Certified Financial Planner
- Christian A. DefalcoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott D. DillieWealthspire Advisors · Certified Financial Planner
- Ernest H. DimattinaCapitol Securities Management, Inc.
- Carol A. Dinh Nhat QuyCapitol Securities Management, Inc.
- Hilary S. DisherCavu Wealth Advisors, LLC · Certified Financial Planner
- Megan E. DolanLincoln Investment
- Theodore J. DoremusPreston Wealth Advisors, LLC.
- Serena A. DupuyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ann C. DurhamAmeriprise Financial Services, LLC
- William J. DwengerMason Investment Advisory Services Inc. · Certified Financial Planner
- Hayley N. EamesEdward Jones
- Kedisha EbanksPrivate Advisor Group, LLC
- David C. EnglerMason Investment Advisory Services Inc. · Certified Financial Planner
- Samuel E. EscorciaCerity Partners LLC
- Justin EullerStrategic Advisers LLC · Certified Financial Planner
- Erin E. EvansThe Burney Company
- Thomas N. FalkenberryModern Wealth Management, LLC · Chartered Financial Analyst
- Thomas F. FayStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- James P. FitzgeraldMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Maximilian FlisiNorthwestern Mutual Investment Services, LLC
- Stephen J. FokiMorgan Stanley
- John R. ForbrichAcorn Financial Advisory Services, Inc. · Certified Financial Planner
- Harriet B. FountainThe Burney Company
- William R. FreckCambridge Investment Research Advisors, Inc.
- Robert M. FreddinoCharles Schwab & Co., Inc.
- Katrina L. FreedmanPrivate Advisor Group, LLC
- Linda K. FrenchLPL Financial LLC
- Gary J. FreyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Pyper FriedmanWealthspire Advisors
- Caleb J. FryMason Investment Advisory Services Inc. · Certified Financial Planner
- Thomas R. GainorGuidance Investments, LLC
- Terence V. GallagherAllstate Financial Advisors, LLC
- Kevin J. GalvinHopwood Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- James M. GambacciniAcorn Financial Advisory Services, Inc. · Certified Financial Planner
- Robert J. GaroneCapitol Securities Management, Inc.
- Jordan GaultStrategic Advisers LLC
- Jeremy M. GeorgeMason Investment Advisory Services Inc.
- Scott S. GeorgeMason Investment Advisory Services Inc.
- Nathan H. GertlerAcorn Financial Advisory Services, Inc.
- Zohra Z. GhafoorStrategic Advisers LLC
- Jodene L. GibbsCommonwealth Financial Network
- David R. GilbertMason Investment Advisory Services Inc. · Certified Financial Planner
- James A. GiunchiAmeriprise Financial Services, LLC
- Julie A. GleasonRaymond James Financial Services Advisors, Inc.
- Pamela GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- 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
- Mehdi GrayeliGrayeli Investment Management
- Andrew T. GreeneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hayley D. GregoryCommonwealth Financial Network · Certified Financial Planner
- Samantha R. GriecoT.M. Wealth Management
- Jyoti GujralOsaic Wealth, Inc. · Certified Financial Planner
- Evgeny V. GushchaThe Burney Company
- Jaclyn R. HackettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle G. HaeslerFarrcrest Capital LLC
- Rebecca B. HallAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Rashad HamesCharles Schwab & Co., Inc.
- Simon R. HamiltonRaymond James & Associates, Inc.
- Wyatt HammondStrategic Advisers LLC
- Blake E. HarringtonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Tristan W. HawkinsUnited Brokerage Services, Inc.
- Justin J. HayesRaymond James Financial Services Advisors, Inc.
- Kevin S. HaynesAmeriprise Financial Services, LLC
- Mark A. HaynesMason Investment Advisory Services Inc. · Certified Financial Planner
- Corinne M. HeibergerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathan M. HellmanCharles Schwab & Co., Inc.
- Owen G. HendershotThe Burney Company
- Maritza HernandezRaymond James & Associates, Inc.
- Dylan HerrmannCharles Schwab & Co., Inc. · Certified Financial Planner
- Raymond C. HewlettPfs Investments Inc.
- Martin B. Hickey IIIPrivate Advisor Group, LLC
- Chase HindersteinRaymond James & Associates, Inc.
- Ann Marie D. HindleyCerity Partners LLC · Certified Financial Planner
- Abigail C. HolmesCresset Asset Management, LLC · Certified Financial Planner
- Jessica M. HolteNorthwestern Mutual Investment Services, LLC
- Blaine W. HomanMason Investment Advisory Services Inc. · Certified Financial Planner
- Herbert G. Hopwood IIIHopwood Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Janet L. HowardRobert W. Baird & Co. Incorporated
- Lilian HuangStrategic Advisers LLC
- Timothy R. HughesWealthspire Advisors · Certified Financial Planner
- Justin HurleyPark Avenue Securities LLC
- David R. HurstCharles Schwab & Co., Inc.
- Alejandro HurtadoNorthwestern Mutual Investment Services, LLC
- Mohammed M. IftaihaOsaic Wealth, Inc. · Certified Financial Planner
- Anthony S. IvenerTlg Advisors, Inc.
- Bradford C. JeterMorgan Stanley
- Devin S. JohnsonMason Investment Advisory Services Inc. · Certified Financial Planner
- Kent A. JohnsonNavy Federal Investment Services, LLC
- James R. JonesWashington Securities Corporation
- Stephen R. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. JosephSentinel Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Nicholas JosephSentinel Wealth Management, Inc.
- Sharon L. KampnerMason Investment Advisory Services Inc. · Certified Financial Planner
- Bradley D. KaplanKaplan Wealth Management, Inc. · Certified Financial Planner
- Loizos S. KapnisiMason Investment Advisory Services Inc.
- Maynur KarlukOsaic Wealth, Inc. · Certified Financial Planner
- Sean P. KearnsMorgan Stanley
- Jack W. KeatingWealthspire Advisors
- Brian M. KelleyMason Investment Advisory Services Inc. · Certified Financial Planner
- Ryan KellingerCommonwealth Financial Network · Certified Financial Planner
- Matthew B. KellyCharles Schwab & Co., Inc.
- Melanie KellyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexandru C. KevorchianThe Burney Company
- Chloerissa G. KirwanGrey Kirwan Financial · Certified Financial Planner, Chartered Financial Consultant
- Kimberly S. KnappCapitol Securities Management, Inc.
- Myka B. KoenenWealthspire Advisors · Certified Financial Planner
- Daniel E. KoesterStrategic Advisers LLC
- John M. KoesterKestra Advisory Services, LLC · Certified Financial Planner
- English G. KoontzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Max B. KortegastHopwood Financial Services, Inc. · Certified Financial Planner
- Michael R. KramerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Asif S. KucheyPrivate Advisor Group, LLC
- Matthew L. KuhnsLPL Financial LLC
- Orathai KuvareewongWealthspire Advisors
- Gustavo LaguardaTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Corey L. LapradePark Avenue Securities LLC
- Dante D. LavenderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Theodore F. LeasureWealthspire Advisors
- Shayna A. LebowitzMason Investment Advisory Services Inc. · Certified Financial Planner
- Chien H. LeeNorthwestern Mutual Investment Services, LLC
- Derek LesnakMason Investment Advisory Services Inc. · Chartered Financial Analyst
- Alex Y. LiCharles Schwab & Co., Inc.
- Michael R. LongMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin B. LozerOakton Financial, LLC · Certified Financial Planner
- Paul F. Luebbe Jr.Morgan Stanley
- Eric MacdonnellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin MackieStrategic Advisers LLC
- William H. MagrathStrategic Advisers LLC
- Anne A. MajorsThe Burney Company
- Jennifer D. MaloneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Owen MarshallPark Avenue Securities LLC
- Steven T. MarshallAmeriprise Financial Services, LLC · Certified Financial Planner
- Jahaad J. MartinMorgan Stanley
- Mitchell E. MartinMitchell Advisory Inc. · Certified Financial Planner
- Crystal R. MatlockReston Wealth Management
- Gregory D. MattinglyPreston Wealth Advisors, LLC. · Certified Financial Planner
- Walter C. McMannOsaic Wealth, Inc. · Certified Financial Planner
- Kelly McNerneyCerity Partners LLC · Certified Financial Planner
- Michael J. McSheaMorgan Stanley
- David W. MeadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Donald C. MegliolaCambridge Investment Research Advisors, Inc.
- Sikander MehdiPrivate Advisor Group, LLC
- Ketan J. MehtaMehta Services Company · Certified Financial Planner
- Mark K. MenzelCambridge Investment Research Advisors, Inc.
- McKay B. MertzCharles Schwab & Co., Inc.
- Jonathan H. MetcalfeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenny D. MezherThe Burney Company · Chartered Financial Analyst
- Paula W. MichaelsMorgan Stanley
- Christopher A. MilliganPark Avenue Securities LLC · Chartered Financial Consultant
- Amy A. MitchellMason Investment Advisory Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- Brendan MorahanCharles Schwab & Co., Inc.
- Rebecca E. MorelloMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph A. MorganUnited Capital Financial Advisors · Certified Financial Planner
- Caroline MorrisPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard L. MorrisonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nabil W. MuftiOsaic Wealth, Inc. · Certified Financial Planner
- Albert J. MullanThe Burney Company
- Haris MutapcicStrategic Advisers LLC · Certified Financial Planner
- Nabih G. NabtiWorld Investment Advisors, LLC · Certified Financial Planner
- Xolani NdlovuDaba Advisors LLC
- Christopher J. NearyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy P. NearyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rachel S. NelliotCharles Schwab & Co., Inc. · Certified Financial Planner
- Gregory L. Nerantzis Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. NessCerity Partners LLC · Certified Financial Planner
- Peter H. NguyenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kathryn L. O'ConnorWealthspire Advisors
- Jake ObringerWealthspire Advisors
- David W. Odiorne IIIMason Investment Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Deborah J. OkimRaymond James Financial Services Advisors, Inc.
- Julianne K. OkimRaymond James Financial Services Advisors, Inc.
- Kevin E. OkimRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jared R. OnoratoCommonwealth Financial Network
- Ian A. OsbornStrategic Advisers LLC
- Joseph S. PabisPrivate Advisor Group, LLC · Certified Financial Planner
- Aliexander N. ParkerSaxony Capital Management, LLC
- Nathan C. ParrishCharles Schwab & Co., Inc.
- Stefan N. PatchanMason Investment Advisory Services Inc. · Chartered Financial Analyst
- Meaghan A. PennellNorthwestern Mutual Investment Services, LLC
- Amanda M. PfeifleF L Putnam Investment Management Co.
- Ryan C. PhillipsGuidepoint Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- Anothep A. PhimmasoneMorgan Stanley
- Andrejs PilajevsCerity Partners LLC · Certified Financial Planner
- Amanda R. PlonskiCresset Asset Management, LLC · Certified Financial Planner
- Timothy J. PlushStrategic Advisers LLC
- Brandon PoteetMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew J. PrattThe Burney Company
- Lowell D. Pratt Jr.The Burney Company · Chartered Financial Analyst
- Robert L. PrattThe Burney Company
- Susan E. PrinceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas R. PudnerMason Investment Advisory Services Inc. · Certified Financial Planner
- Brian QuantrilleThe Burney Company
- Peter A. RadvanyiRadvanyi Wealth Management LLC
- Peter A. RamigHopwood Financial Services, Inc. · Certified Financial Planner
- David S. RasdolskyMorgan Stanley
- Aradhya N. RayTruist Advisory Services, Inc.
- Judy L. RedpathCommonwealth Financial Network · Certified Financial Planner
- Jane ReichardIndependent Advisor Alliance, LLC · Certified Financial Planner
- Mary K. Reilly-WillPark Avenue Securities LLC · Chartered Financial Consultant
- Steven RichardsonCommonwealth Financial Network · Certified Financial Planner
- Eric C. RifeMason Investment Advisory Services Inc.
- Kenneth C. RobinsonKcr Wealth Management, LLC · Certified Financial Planner
- Danny Robles FuentesAmeriprise Financial Services, LLC · Certified Financial Planner
- Matias RodlauerRaymond James & Associates, Inc.
- Michael A. RomanoCommonwealth Financial Network
- Aaron J. RosenF L Putnam Investment Management Co. · Chartered Financial Analyst
- Victoria RossRaymond James Financial Services Advisors, Inc.
- Grant M. RuderWealthspire Advisors · Certified Financial Planner
- Logan P. RyanCharles Schwab & Co., Inc.
- Craig S. SabloskyCapitol Securities Management, Inc.
- Scott C. SalernoOsaic Wealth, Inc.
- Brian SanderCharles Schwab & Co., Inc.
- Kyle ScallionMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gary W. SchlafferAlexander Randolph Advisory Inc.
- Ryan D. ScottBrighter Financial Capital Management, LLC
- Adam J. SearleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ehab A. SelimInvestology Inc. · Certified Financial Planner
- James A. SextonPiedmont Wealth Advisory · Certified Financial Planner
- Fariba ShahbazThe Burney Company
Other cities in Virginia
All of Virginia →Richmond 1,274McLean 622Vienna 570Virginia Beach 533Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70
Questions
How many financial advisors are in Reston, VA?
368 investment adviser representatives are registered at firm offices in Reston, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 228 of them are also registered as broker representatives, and 114 list the CFP designation.
Which firm has the most financial advisors in Reston?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 45 registered advisors in Reston, followed by Mason Investment Advisory Services Inc. with 27.
How do I check a financial advisor in Reston?
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.