#1Fairfax Global Investment Management LLC
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
Serves this area from Middleburg, VA (16 mi)
Retirement Plan Advisors in Fauquier County, VA
The top-ranked retirement plan advisors serving Fauquier County, VA are Fairfax Global Investment Management LLC, Authentic Wealth Partners LLC and The Lewis Financial Group. We list 5 retirement plan advisors serving Fauquier County, VA. 5 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Fauquier County, VA. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Fauquier County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Fairfax Global Investment Management LLC | SEC-registered investment adviser (CRD)#314171 | Middleburg, VA (16 mi) | (540) 905-5858 |
| 2 | Authentic Wealth Partners LLC | SEC-registered investment adviser (CRD)#343757 | Culpeper, VA (21 mi) | (703) 986-8164 |
| 3 | The Lewis Financial Group | SEC-registered investment adviser (CRD)#315692 | One Loudoun, VA (29 mi) | (703) 288-1272 |
| 4 | Arbor Private Wealth, LLC | SEC-registered investment adviser (CRD)#315812 | One Loudoun, VA (29 mi) | (703) 559-7975 |
| 5 | Amj Financial Wealth Management LLC | SEC-registered investment adviser (CRD)#162878 | Lansdowne, VA (29 mi) | (703) 466-0477 |
#2Authentic Wealth Partners LLC
AUTHENTIC WEALTH PARTNERS LLCServes this area from Culpeper, VA (21 mi)#3The Lewis Financial Group
GENESIS PRIVATE WEALTH, LLCServes this area from One Loudoun, VA (29 mi)#4Arbor Private Wealth, LLC
ARBOR PRIVATE WEALTH, LLCServes this area from One Loudoun, VA (29 mi)#5Amj Financial Wealth Management LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLCServes this area from Lansdowne, VA (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Fauquier County?
We list 5 retirement plan advisors serving Fauquier County, VA: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Fauquier County?
The top-ranked retirement plan advisors serving Fauquier County, VA are Fairfax Global Investment Management LLC, Authentic Wealth Partners LLC, The Lewis Financial Group, Arbor Private Wealth, LLC and Amj Financial Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fauquier County are verified against official records?
5 of the top 5 match an active official record: Fairfax Global Investment Management LLC (U.S. Securities and Exchange Commission), Authentic Wealth Partners LLC (U.S. Securities and Exchange Commission), The Lewis Financial Group (U.S. Securities and Exchange Commission), Arbor Private Wealth, LLC (U.S. Securities and Exchange Commission) and Amj Financial Wealth Management LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
New Baltimore, Warrenton, Bealeton, Marshall, Opal, Remington, Catlett, Calverton, The Plains, Midland, Upperville, Rectortown, Paris