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Best Financial Advisors in Arlington, VA
24 firms listed · 14 in Arlington · 3 open weekends · 12 rated 4.5+
Data verified October 21, 2026
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Sands Capital
“Top notch facility with excellent location and services beyond expectations.”
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Evermay Wealth Management
“They are well organized and look for long-term strategies to help their customers meet their Financial goals.”
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Murray & Cavanaugh
“They were too costly for my income, however Barbara Fontaine was so nice and helpful regardless.”
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Opulen Financial Group
“So big and strong, he likes to go all the way!”
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Clarendon Wealth Management
The 24 firms listed for Arlington, VA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Arlington, VA
Of the 24 firms we list here, 14 are in Arlington itself and 10 come from towns including Falls Church (2, 4 mi), Rockville, MD (2, 14 mi) and Alexandria (1, 4 mi). 12 of the firms on this page have a rating, from 4.6 to 5.0 across 365 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (90%), quality (86%) and responsiveness (79%). The topics that come up most in reviews of the firms on this page are "knowledge", "price" and "understanding". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business advisory services (2), financial planning (2), our team (2) and tax preparation (2). 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 21 have ten or more years of experience, the longest 55 years. 1 offers remote or virtual consultations; 1 offers payment plans; 3 offer a free initial consultation; 2 are family- or locally-owned and 2 list coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Arlington take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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White Oak Wealth
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Pacesetter Planning
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Homestead Advisers Corporation
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Strategic Investment Group
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Cary Street Partners
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Omega Wealth Management
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Jade & Cowry
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Coretegic Capital Wealth Management
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Alexandria Capital | A Hightower Company
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Sharf Pointers Financial Services
“I have no much to explain but let me give you a good advice Sharf Pointers is the best company across the country, the place you can go to file your Tax and feel relaxed, even if you have a problem with IRS they will help you solve the problem quick...”
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Xpertax
- Finances
- Questions
- Knowledge
“Roy Reynolds and his team at Xpertax are very professional and friendly, the process of reporting my taxes was very clear and relaxed, Roy makes this process not stressful, 100% satisfied with his help.”
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Quantum Financial Advisors
- Returns
- Intern
- Financial Services
“Rinaldi, the firm's President and CIO, gave me the opportunity to really learn about the industry as well as prospecting, research, and using Bloomberg.”
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Kang & Thomas
- Small Business
- Questions
- Business Tax
“I would recommend coming prepared so you can efficiently review your tax return and spend time on learning the tax code instead of gathering tax documents.”
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Divergent Planning
- Advice
- Team
- Results
“If you want to dive into the details of their current market assessment, they'll go through the data with you, and if you'd rather stay at a high level, they'll make sure you understand the important points.”
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G Petrov & Associates
- Meeting
- Questions
- Knowledge
“It was me and my wife's first year filing together, and we appreciated him taking the time to talk us through the process and setting our expectations.”
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Capital Financial Planners
- Decisions
- Retirement
- Risk
“To put it simply: whatever financial issue we have we first run it by CFP because the range of advice they can provide is very broad, from investment management to tax planning, Roth conversions, etc.”
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Davidov & Associates, CPA
- Tax Filing
- Emails
“If you are still thinking about a CPA to choose, he is definitely a right fit for a lot of his clients, myself and, I'm pretty sure, will be for you as well.”
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Jacques Financial
- Questions
“I switched to Jacques Financial when the (very expensive) top 10 accounting firm I had used for 10 years fired me because they moved to a minimum annual charge that was way higher than what I normally paid.”
Retirement Planning and Investment Management Services in Arlington, VA Cost Estimates
Minimum cost
$1224
Maximum cost
$10400
National Average
$3671
Avg Per Hour Rates
$368
$2447
$6730
Fair price range is based on 546 cost profiles
Why these companies made our list
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