Find Help · Virginia
Verified financial advisors in
Virginia.
Financial Advisors serving Virginia. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Virginia law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Virginia so far: 117 financial advisors, 13 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Virginia guide, which cites the statute or the state agency behind it. Read the Virginia guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Virginia is the order to work in. It's free and it always will be.
1607 Capital Partners, LLC
Virginia investment management firm offering closed-end fund investing and asset management for family offices, pensions, foundations, endowments, and healthcare organizations in the Richmond area.
4j Wealth Management, LLC
Virginia financial advisory firm offering portfolio management, tax planning, retirement planning, estate planning, and risk management services in the McLean area.
57 Stars LLC
Virginia investment management firm offering thematic investing, impact investing, and customized solutions in the Arlington area.
8th Street Investments, LLC
Virginia investment advisory firm offering financial planning and investment management services in the Alexandria area.
Acansa Investment Management Group, LLC
Virginia investment management firm offering outsourced chief investment officer, governance, and fiduciary advisory services in the Tysons Corner area.
Acima Private Wealth LLC
Virginia financial advisory firm offering financial planning, investment management, private banking, and family wealth services in the Richmond area.
Acts Financial Advisors
Virginia financial advisory firm offering financial planning, investment management, tax planning, retirement planning, insurance and risk analysis, estate planning, real estate analysis, and business consulting services, including planning tailored to physicians and business owners, in the McLean area.
Agincourt Capital Management, LLC
Virginia financial advisor offering investment management and investment products, including regulatory disclosures such as Form ADV and Form CRS, in the Richmond area.
Alexander Randolph Advisory Inc
Virginia financial advisory firm offering investment and wealth management, tax compliance, tax advisory, and accounting services in the McLean area.
Allridge Wealth Management, Inc
Virginia financial advisor offering portfolio management, retirement planning, risk management, estate strategy, life insurance, and small business and social security guidance, including cash flow analysis and education strategies, in the Ashburn area.
Alpha Advisors, LLC
Virginia financial advisor offering financial life planning and investment management services, including risk management, diversification, and capital preservation strategies, in the Richmond area.
Alpha Financial Advisors, LLC
Virginia financial advisor offering cash flow management, portfolio management, tax planning, insurance counseling, estate and trust planning, philanthropy and gifting, and college and education savings services, including fee-only fiduciary wealth management, in the McLean area.
Alpha Omega Wealth Management, LLC
Virginia wealth management firm offering investment management and planning services for individuals, families, and non-profit institutions in the Richmond area.
Altura Wealth Advisors
Virginia financial advisory firm offering holistic financial planning and wealth management services in the Virginia Beach area.
Argo Wealth Advisory, LLC
Virginia financial advisor offering wealth planning, tax planning, estate planning, and corporate retirement plans in the McLean area.
Aria Wealth Partners
Virginia financial advisory firm offering financial planning and investment advisory services, including fiduciary asset management, in the Charlottesville area.
Ascent Financial Group
Virginia financial advisory firm offering wealth management, retirement planning, tax planning, investment strategy, and legacy planning services in the Richmond area.
Ategra Capital Management, LLC
Virginia investment management firm offering investment fund services in the Vienna area.
Azzad Asset Management, Inc.
Virginia investment advisory firm offering wealth management, financial planning, tax planning, retirement planning, estate planning, zakah and charitable planning, and halal investing through mutual funds and separately managed accounts in the Falls Church area.
Bay Capital Advisors, LLC
Virginia financial advisory firm offering retirement planning, asset management, women in transition planning, multi-generational planning, tax planning, and business owner services, including fee-only fiduciary advice, in the Virginia Beach area.
Bay Rivers Group Wealth Partners
Virginia financial advisory firm offering wealth management and financial advisory services, including wealth creation, growth, and transfer planning, in the Williamsburg area.
Benefit Fiduciary Group LLC
Virginia financial advisory firm offering retirement plan advisory, employee benefits consulting, commercial insurance advisory, and personal insurance guidance, including 401(k) and defined benefit plan oversight, group medical funding strategy, and auto, home, and umbrella coverage, in the Richmond area.
Blue Delta Capital Partners, LLC
Virginia venture capital firm offering growth equity investments, strategic input, and federal market expertise for companies in the U.S. Federal Government market, in the McLean area.
Broad Run Investment Management, LLC
Virginia investment management firm offering concentrated, long-term equity investing strategies for endowments, foundations, family offices, and other long-term investors in the Arlington area.
Buchanan Wealth Management
Virginia financial advisor offering financial planning, retirement, investment, estate, insurance, and tax planning resources in the Reston area.
Buttonwood Wealth
Virginia financial advisor offering financial planning, investment management, and portfolio construction services, including guidance on asset allocation and diversification, in the Winchester area.
Campion Asset Management, LLC
Virginia investment advisory firm offering investment advice and portfolio management services for individuals, families, and non-profit organizations in the Fairfax area.
Capitol Private Wealth Group LLC
Virginia investment advisory firm offering registered investment adviser services in the Vienna area.
Cary Street Partners
Virginia financial advisory firm offering retirement, insurance, estate, and tax planning along with portfolio management and business retirement plan services in the Richmond area.
Cassaday & Company, Inc.
Virginia financial advisory firm offering investment management, retirement planning, tax management, financial planning, estate planning, and career and life transition strategies in the McLean area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →