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Leaf Point Solutions
“Leaf Point Solutions continues to do a great job with my company's Accounting and CFO level work.”
Best Financial Advisors in Herndon, VA
24 firms listed · 8 in Herndon · 3 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Hughes Financial Services
“Very client oriented with the client's interest and risk propensity always their main focus.”
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Sunrise Tax & Bookkeeping
“He knows exactly what to do and help you during all the procedures with patience,experience and knowledge which is really important in accounting stuff.”
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Nova Accounting
- van
“I wasn't super excited about having to switch over to a professional to have them completed, but looking back after 2 years of Nova Accounting's services...”
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Birks Financial Corp. Retirement and Investment Advisor
“Birks Financial Corp was extremely thorough with their analysis of our portfolio which helped them come up with a plan moving forward.”
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Symphony Financial
The 24 firms listed for Herndon, 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: Herndon, VA
Of the 24 firms we list here, 8 are in Herndon itself and 16 come from towns including Bethesda, MD (3, 14 mi), Ashburn (2, 6 mi) and Rockville, MD (2, 15 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 679 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (85%) and quality (79%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (4), financial planning (3), small business accounting (3), accounting (2) and accounting services (2). 1 shows a license on its website; 2 list staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. 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 Herndon 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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Dellinger Wealth Management
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Northern Virginia Wealth Management
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SK Cpas & Business Advisors
- Decisions
- Outcome
- Work
“I have used Frank for my taxes for many years and have always been extremely happy with the accuracy and promptness of the work that has been performed.”
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Quantum Financial Advisors
- Financial Services
- Insights
- Alternative Investment
“There are also many events such as luncheon and dinner seminars as well as many various company webinars offering insights into areas of the finance world I was previously unfamiliar with.”
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Xpertax
- Price
- Understanding
- Service
“I definitely look forward recommending my friends and family to him as he is able to explain any questions or concerns that may be needed on anybody's end.”
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Kang & Thomas
- Business Tax
- Skills
- Tax Laws
“The communication was top-notch - they always kept me in the loop with updates and progress reports, and they were always available to answer any questions I had.”
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Elderlife Financial
- Info
- Memory
- Disbursement
“Thanks Scott, at a time when family life with an elderly parent is difficult both emotionally and financially, you provided some wonderful much needed relief.”
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Kenneth K. Liu, CPA
- Communication
- Retirement
- Financial Advisor
“Kenneth has been advising us and preparing our tax returns for over 10 years now; he always goes above and beyond to save us money and maximize our tax returns.”
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Divergent Planning
- Results
- Proactive
- Confidence
“After following their advice, we have met several life goals--the house my wife always wanted and four years of education for our daughter that did not significantly impact our lifestyle.”
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JMU Tax & Financial
“Outstanding service and knowledge, really helped me out sorting out my complex taxes and ensured a positive outcome for a case where self service tax services left me with a substantial negative outcome.”
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Jacques Financial
- Questions
“We have used them for Financial and Estate Planning which is another thing that easily got put on the back-burner year after year until they helped us keep in check!”
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Lucas, Moreland and Mastbrook
- Information
- Insight
“They truly care about what you need to know, understand the process and they went above and beyond to make sure that I had all information required about filling taxes in a very efficient and timely manner.”
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Clark Joan F CPA
“They are timely, friendly and go above and beyond for their clients.”
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Capital Fiduciary Advisors
- Consistency
- Interests
- Competent
“Further, it is very apparent through their work that they place the utmost importance on their role as fiduciaries and stewards of client portfolios of all sizes.”
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Acorn Financial Services
- Strategic
- Expertise
- Interest
“Having so many sets of expertise under one roof gives confidence when I recommend any colleagues, friends, or family members should come speak with the advisers in this office.”
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Rubino & Company
“Very personable and results-driven firm.”
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Medallion Financial Group
“Would recommend to anyone in need of financial advice and investment.”
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Arthur Stein Financial
- Expectations
- Communication
- Financial Well-Being
“He determines the status of your financial situation, sees if there are any upcoming changes in future income needs and makes sure that you are comfortable with your current risk tolerance and portfolio balance.”
Retirement Planning and Investment Management Services in Herndon, VA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 472 cost profiles
Why these companies made our list
What clients say about firms in and near Herndon
- “They go above and beyond to ensure a seamless and personalized experience, promptly responding to inquiries and proactively providing updates on market trends or changes that may impact my portfolio.” — client of Quantum Financial Advisors
- “My wife and I love the personal attention to detail which makes the relationship with Capital Fiduciary Advisors such a great experience for us.” — client of Capital Fiduciary Advisors
- “Their knowledge of the markets and sound advice have helped us not only build up a nice nest egg, but have also protected us in a volatile market by diversifying our portfolio and limiting our risk exposure.” — client of Divergent Planning
- “The team provided valuable insights and practical strategies to optimize my budget, reduce unnecessary expenses, and enhance my savings and investment portfolio.” — client of Quantum Financial Advisors
Excerpts from public reviews of the firms listed on this page.
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