Top Financial Professionals in NoVa
Methodology: To compile the Top Financial Professionals list, we sent 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 vetted those nominated to compile the final list. Although some Top Financial Professionals winners choose to advertise in the magazine, no one can pay to be included on the list. This listing and the advertising section are separate entities.
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2025 Winner
Business
The Wise Investor Group of Raymond James
Main Location
1950 Opportunity Way Ste. 950 Reston, VA 20190Specialties
- Investment Adviser
2025 Winner
Business
KCR Wealth Management LLC
Main Location
1818 Library St. Suite 500 Reston, VA 20190Specialties
- Financial Planner
2025 Winner
Business
Egan, Berger & Weiner, LLC
Main Location
1919 Gallows Road Suite 600 Vienna, VA 22182Specialties
- Financial Planner
2025 Winner
Business
Glassman Wealth Services
Main Location
8000 Towers Crescent Dr. Ste. 1450 Vienna, VA 22182
2025 Winner
Business
Glassman Wealth Services
Main Location
8000 Towers Crescent Drive Suite 1450 Tysons, VA 22182Specialties
- Financial Planner
2025 Winner
Business
Glassman Wealth
Main Location
8000 Towers Crescent Dr. Suite 1450 Vienna, VA 22182
2025 Winner
Business
Cassaday & Company
Main Location
8180 Greensboro Dr. Ste. 1180 McLean, VA 22102Specialties
- Investment Advisor Fee-Based
2025 Winner
Business
Cassaday & Company Inc.
Main Location
8180 Greensboro Drive Suite 1180 McLean, VA 22102Specialties
- Insurance Adviser
2025 Winner
Business
Cassaday & Company Inc.
Main Location
8180 Greensboro Drive Suite 1180 McLean, VA 22102Specialties
- Investment Adviser
2025 Winner
Business
Cassaday and Company
Main Location
8180 Greensboro Drive Suite 1180 Tysons, VA 22102Specialties
- Investment Adviser