Top Financial Professionals in NoVa
Methodology: To compile the Top Financial Professionals listing, we sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Our team then vetted those nominated by consulting various publications to determine our list of winners. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities.
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2023 Winner
Business
Mason Investment Advisory Services
Main Location
11130 Sunrise Valley Drive Suite 200 Reston, VA 20191Specialties
- Investment Adviser
2023 Winner
Business
Mason Investment Advisory Services
Main Location
11130 Sunrise Valley Drive Suite 200 Reston, VA 20191Specialties
- Financial Planner
2023 Winner
Business
Mason Investment Advisory Services
Main Location
11921 Freedom Dr. Ste. 1000 Reston, VA 20190
2023 Winner
Business
Modera Wealth Management
Main Location
7601 Lewinsville Road Ste. 210 McLean, VA 22102Specialties
- Financial Planner
2023 Winner
Business
Lakkis CPA
Main Location
6412 Brandon Ave. Suite 406 Springfield, VA 22150
2023 Winner
Business
Lakkis CPA, PLLC
Main Location
6412 Brandon Ave. Ste. 406 Springfield, VA 22150
2023 Winner
Business
Centurion Wealth Management, LLC
Main Location
7901 Jones Branch Dr. Ste. 800 McLean, VA 22102
2023 Winner
Business
Matthews, Carter & Boyce
Main Location
12500 Fair Lakes Circle Suite 260 Fairfax, VA 22033Specialties
- Tax Accountant
2023 Winner
Business
Stock Plan Advisory Group LLC
Main Location
500 N. Washington St. Ste. 204 Alexandria, VA 22314Specialties
- Financial Planner
2023 Winner
Business
Wealthspire Advisors
Main Location
11911 Freedom Dr. Ste. 700 Reston, VA 20191Specialties
- Financial Planner
- Investment Adviser