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As of May 2026, RatingsNearMe ranks 19 financial advisors in Charlottesville, VA by verified customer ratings and review volume. The highest-rated is Lohr & Company with a 5.0-star rating from 60 verified reviews. Also in the top tier: Morris & Wells Wealth Management and Iron Eagle Advisors. The average rating across all listed financial advisors in Charlottesville is 5 stars from 10 reviews per business on average.
Financial advisors in Charlottesville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Lohr & Company
230 Court Square Ste. 201, Charlottesville, VA 22902, USA
Morris & Wells Wealth Management
230 Court Square #102, Charlottesville, VA 22902, USA
Iron Eagle Advisors
3450 Berkmar Dr Suite 202B, Charlottesville, VA 22901, USA
Financial Advisors Rankings in Charlottesville, VA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Lohr & Company230 Court Square Ste. 201, Charlottesville, VA 22902, USA | 5.0★ | 60 |
| #2 | Morris & Wells Wealth Management230 Court Square #102, Charlottesville, VA 22902, USA | 5.0★ | 35 |
| #3 | Iron Eagle Advisors3450 Berkmar Dr Suite 202B, Charlottesville, VA 22901, USA | 5.0★ | 21 |
| #4 | Wilkinson Wealth Management, LLC889 Rio E Ct A, Charlottesville, VA 22901, USA | 5.0★ | 3 |
| #5 | OakHeart Financial Group - Ameriprise Financial Services, LLC941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA | 5.0★ | 4 |
| #6 | Taylor Associates215 Wayles Ln STE 200, Charlottesville, VA 22911, USA | 5.0★ | 2 |
| #7 | Woods and Waters Financial Group2309 Commonwealth Dr, Charlottesville, VA 22901, USA | 5.0★ | 3 |
| #8 | Miller Financial Group100 10th St NE, Charlottesville, VA 22902, USA | 5.0★ | 7 |
| #9 | Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS®2020 Bond St Suite 140, Charlottesville, VA 22901, USA | 5.0★ | 1 |
| #10 | Platt Financial154 Hansen Rd #202a, Charlottesville, VA 22911, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Charlottesville
Wilkinson Wealth Management, LLC
889 Rio E Ct A, Charlottesville, VA 22901, USA
OakHeart Financial Group - Ameriprise Financial Services, LLC
941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Taylor Associates
215 Wayles Ln STE 200, Charlottesville, VA 22911, USA
Woods and Waters Financial Group
2309 Commonwealth Dr, Charlottesville, VA 22901, USA
Miller Financial Group
100 10th St NE, Charlottesville, VA 22902, USA
Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS®
2020 Bond St Suite 140, Charlottesville, VA 22901, USA
Platt Financial
154 Hansen Rd #202a, Charlottesville, VA 22911, USA
Concord Wealth Partners
126 Garrett St # B, Charlottesville, VA 22902, USA
Edward Jones - Financial Advisor: Donald Giannangeli, CFP®
1622 Timberwood Blvd Ste 111, Charlottesville, VA 22911, USA
Marotta Wealth Management Inc
1000 Ednam Center #200, Charlottesville, VA 22903, USA
Edward Jones - Financial Advisor: James S Clark, AAMS®
1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911, USA
ArkWise Wealth - Ameriprise Financial Services, LLC
908 E Jefferson St Suite 201, Charlottesville, VA 22902, USA
Wells Fargo Advisors
100 South Street East, Charlottesville, VA 22902, USA
Cary Street Partners
200 Garrett St STE L, Charlottesville, VA 22902, USA
Rede Wealth
600 Peter Jefferson Pkwy, Charlottesville, VA 22911, USA
TIAA Financial Services
650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, USA
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Frequently Asked Questions — Financial Advisors in Charlottesville
What is a fiduciary financial advisor and why does it matter in Charlottesville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Charlottesville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Charlottesville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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