Top Financial Professionals in NoVa
Each year Northern Virginia Magazine publishes a list of Top Financial Professionals. To compile that list, we send surveys to Northern Virginia financial professionals asking them to recommend other financial professionals whom they would refer to friends and family. Our editorial staff then vets those nominated to come up with the final list, which appears in the September issue of the magazine. The Top Financial Professionals from our most recently published list are marked with a badge in this online directory.
If you have corrections for a directory listing, please contact us at [email protected].
If you are a financial professional and would like to be notified when the annual survey goes live, or have your name added to the survey, please contact us at [email protected].
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2026 Winner
Business
Cerity Partners
Main Location
11921 Freedom Drive, Suite 410 Reston, VA 20190Specialties
- Financial Planner
2026 Winner
Business
Monument Wealth Management
Main Location
1701 Duke St. Suite 425 Alexandria, VA 22314Specialties
- Financial Planner
2026 Winner
Business
Monument Wealth Management
Main Location
1940 Duke St. Ste. 6100 Alexandria, VA 22314Specialties
- Financial Planner
2026 Winner
Business
Monument Wealth Management
Main Location
1940 Duke St. Suite 6100 Alexandria, VA 22314Specialties
- Financial Planner
2026 Winner
Business
Sentinel Wealth Management
Main Location
11710 Plaza America Drive Suite 130 Reston, VA 20190Specialties
- Financial Planner
2026 Winner
Business
Buchanan Wealth Management
Main Location
11710 Plaza America Drive Suite 2000 Reston, VA 20190Specialties
- Financial Planner
- Investment Adviser
2026 Winner
Business
Schmitz, Rini & Davis, PLLC
Main Location
10134B Colvin Run Road Great Falls, VA 22066Specialties
- Tax Accountant
2026 Winner
Business
Northwestern Mutual
Main Location
10306 Eaton Place Suite 420 Fairfax, VA 22030Specialties
- Financial Planner
2026 Winner
Business
Focus Partners Wealth
Main Location
11325 Random Hills Road Suite 210 Fairfax, VA 22030Specialties
- Financial Planner
2026 Winner
Business
Virginia Medical Plans, A OneDigital Company
Main Location
1404 Northpoint Glen Court Herndon, VA 20170Specialties
- Insurance Adviser