Retirement Plan Advisors in Leesburg, VA
The top-ranked retirement plan advisors serving Leesburg, VA are Amj Financial Wealth Management LLC, Arbor Private Wealth, LLC and The Lewis Financial Group. We list 58 retirement plan advisors serving Leesburg, VA. 30 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 Leesburg, VA (Loudoun County). 58 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Leesburg
- AMJ FINANCIAL WEALTH MANAGEMENT LLCServes this area from Lansdowne, VA (5 mi)
#2Arbor Private Wealth, LLC
ARBOR PRIVATE WEALTH, LLCServes this area from One Loudoun, VA (6 mi)#3The Lewis Financial Group
GENESIS PRIVATE WEALTH, LLCServes this area from One Loudoun, VA (7 mi)#4Fairfax Global Investment Management LLC
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLCServes this area from Middleburg, VA (14 mi)#5Northwest Financial Advisors LLC
NORTHWEST FINANCIAL ADVISORS LLCServes this area from Herndon, VA (14 mi)#6Pegasus Financial Group LLC
PEGASUS FINANCIAL GROUP LLCServes this area from Chantilly, VA (14 mi)#7T.m. Wealth Management
T.M. WEALTH MANAGEMENT, LLCServes this area from Reston, VA (15 mi)#8Integrated Financial Solutions, Inc.
INTEGRATED FINANCIAL SOLUTIONS, INC.Serves this area from Reston, VA (15 mi)#9Buchanan Wealth Management
BUCHANAN WEALTH MANAGEMENT, LLCServes this area from Reston, VA (15 mi)#10Brighter Financial Capital Management, LLC
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLCServes this area from Reston, VA (16 mi)
20 more providers serving this area
- Preston Wealth Advisors, LLC., Reston, VA (16 mi)
- Acorn Financial Advisory Services, Inc., Reston, VA (16 mi)
- Wellington Consulting Services Inc, Chantilly, VA (16 mi)
- Hopwood Financial Services, Inc., Reston, VA (17 mi)
- My Wealth Management, Inc, Germantown, MD (17 mi)
- Kilner Capital Advisors, LLC, Gaithersburg, MD (19 mi)
- Sherman Wealth Management LLC, Gaithersburg, MD (19 mi)
- Clarion Wealth Management Partners, Fair Lakes, VA (19 mi)
- Impact Capital, LLC, Rockville, MD (20 mi)
- Institutional Shareholder Services Inc., Rockville, MD (20 mi)
- Argo Wealth Advisory, LLC, McLean, VA (20 mi)
- Kfa Private Wealth Group, LLC, McLean, VA (20 mi)
- Yeske Buie Inc., Vienna, VA (21 mi)
- Allegiance Financial Group, Vienna, VA (21 mi)
- Brown | Miller Wealth Management, LLC, Tysons, VA (21 mi)
- Andersen, Tysons, VA (22 mi)
- Cassaday & Company, Inc., Tysons, VA (22 mi)
- Olio Financial Planning, Tysons, VA (22 mi)
- Pointoak Retirement Advisors, Tysons, VA (22 mi)
- Ivy League Financial Advisors LLC, Rockville, MD (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Leesburg?
We list 58 retirement plan advisors serving Leesburg, VA: 0 based there and 58 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Leesburg?
The top-ranked retirement plan advisors serving Leesburg, VA are Amj Financial Wealth Management LLC, Arbor Private Wealth, LLC, The Lewis Financial Group, Fairfax Global Investment Management LLC and Northwest Financial Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Leesburg are verified against official records?
10 of the top 10 match an active official record: Amj Financial Wealth Management LLC (U.S. Securities and Exchange Commission), Arbor Private Wealth, LLC (U.S. Securities and Exchange Commission), The Lewis Financial Group (U.S. Securities and Exchange Commission), Fairfax Global Investment Management LLC (U.S. Securities and Exchange Commission) and Northwest Financial Advisors LLC (U.S. Securities and Exchange Commission), and 5 more on this page. 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 .