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Best Financial Advisors in Leesburg, VA
24 firms listed · 9 in Leesburg · 4 open weekends · 14 rated 4.5+
Data verified October 21, 2026
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Global Law
“Outstanding response, thank you for loads of info for our international client, Hortensia.”
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Argent Bridge Advisors
“Will continue to recommend them to all family and friends.”
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Toth Financial Advisory Corporation
“Awesome staff works as a team to manage my portfolio.”
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Avenue Wealth
“I am in my second week of freezing with no heat as a disabled woman and close to foreclosure as the funds are critical to a change in life circumstance.”
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BDA Financial
The 24 firms listed for Leesburg, 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: Leesburg, VA
Of the 24 firms we list here, 9 are in Leesburg itself and 15 come from towns including Vienna (4, 22 mi), Ashburn (2, 7 mi) and Sterling (2, 11 mi). 15 of the firms on this page have a rating, from 4.4 to 5.0 across 258 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), small business accounting (3), wealth management (3), cash flow management (2) and estate planning (2). 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 38 years. 2 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 19 list a public email and 5 take bookings online. 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 Leesburg take financial planning bookings online?
5 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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D Orazio & Associates
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Steigerwald, Gordon & Koch Wealth Advisors
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Clover Leaf Wealth Strategies
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Polaris Financial Strategies Group
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R L Consulting Services
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Linda J. Black Chfc,gfs, Ricp, Chfebc
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Virginia Managed Investment
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Sherwood Capital
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Lansdowne Private Wealth Management
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Kenneth K. Liu, CPA
- Retirement
- Income
- 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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Seema R. Nayyar CPA - Accurate Accounting & Taxation
- Needs
- Patience
- Communicate
“Besides being extremely professional and prompt, she is very knowledgeable and even went above and beyond to check up on some laws that applied to my unique situation.”
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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
- Market
- Diversified
- Confidence
“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
- Questions
- Mind
- Financial Advisor
“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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Potomac Wealth & Tax
- S Corporation
- Future
- Knowledge
“He pointed out exactly where I should be concentrating my efforts and gave me a clear understanding of the tax implications of my current and future holdings.”
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Himanshu A Trivedi CPA
- Tax Filing
“Excellent, my firm has experienced significant tax savings and I also grow up profit in my business after his consultation, he has amazing ideas to develop a new business and to improve a ongoing businesses.”
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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.”
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Synergy Consultants & Cpas
“He was available at all times to answer my questions , I highly recommend him and his group.”
Retirement Planning and Investment Management Services in Leesburg, VA Cost Estimates
Minimum cost
$1042
Maximum cost
$8851
National Average
$3124
Avg Per Hour Rates
$313
$2083
$5728
Average price range is based on 334 cost profiles
Why these companies made our list
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