Top Picks · Charlottesville
Best Financial Advisors in Charlottesville, VA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Charlottesville, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Lohr & Company with a 5.0-star rating from 60 Google reviews and an RNM Score of 81/100. 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 June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Platt Financial
Platt Financial is consistently top-ranked for its comprehensive financial planning and personalized client service in Charlottesville.
Most Reviewed
Platt Financial
A high number of reviews indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Charlottesville, consider scheduling initial consultations with multiple firms to compare their approach and fees. Also, verify each advisor's credentials and fiduciary status to ensure they are legally obligated to act in your best interest.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
10
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 60 Google reviews in Charlottesville.
230 Court Square Ste. 201, Charlottesville, VA 22902, USA5.0 stars from 35 Google reviews, trusted by Charlottesville clients.
230 Court Square #102, Charlottesville, VA 22902, USA5.0 stars from over 20 reviews makes this local financial advisor a top choice.
3450 Berkmar Dr Suite 202B, Charlottesville, VA 22901, USAFinancial 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 | Edward Jones - Financial Advisor: Donald Giannangeli, CFP®1622 Timberwood Blvd Ste 111, Charlottesville, VA 22911, USA | 5.0★ | 7 |
| #5 | Taylor Associates215 Wayles Ln STE 200, Charlottesville, VA 22911, USA | 5.0★ | 2 |
| #6 | Wells Fargo Advisors100 South Street East, Charlottesville, VA 22902, USA | 5.0★ | 1 |
| #7 | Miller Financial Group100 10th St NE, Charlottesville, VA 22902, USA | 5.0★ | 7 |
| #8 | OakHeart Financial Group - Ameriprise Financial Services, LLC941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA | 5.0★ | 4 |
| #9 | Wilkinson Wealth Management, LLC889 Rio E Ct A, Charlottesville, VA 22901, USA | 5.0★ | 3 |
| #10 | Woods and Waters Financial Group2309 Commonwealth Dr, Charlottesville, VA 22901, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Charlottesville
5.0 stars from 7 Google reviews for financial advising in Charlottesville.
1622 Timberwood Blvd Ste 111, Charlottesville, VA 22911, USA
Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Charlottesville.
215 Wayles Ln STE 200, Charlottesville, VA 22911, USA
Consistently earns a perfect 5.0-star rating from its clients in Charlottesville.
100 South Street East, Charlottesville, VA 22902, USA
Earns a perfect 5.0-star rating from seven local Google reviews.
100 10th St NE, Charlottesville, VA 22902, USA
Boasts a perfect 5.0-star rating from customers on Google reviews.
941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Earns a perfect 5.0-star rating from its first three Google reviews.
889 Rio E Ct A, Charlottesville, VA 22901, USA
Exceptional 5.0-star rating from 3 Google reviews for Charlottesville financial advising.
2309 Commonwealth Dr, Charlottesville, VA 22901, USA
Proudly serving Charlottesville with a perfect 5.0-star rating from clients.
154 Hansen Rd #202a, Charlottesville, VA 22911, USA
Exceptional 5.0-star rating from two Google reviews.
650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, USA
Exceptional 5.0-star rating from two Google reviews in Charlottesville.
126 Garrett St # B, Charlottesville, VA 22902, USA
Rated 5.0 stars from one Google review for financial guidance in Charlottesville.
1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911, USA
Earns a perfect 5.0-star rating from initial client reviews in Charlottesville.
2020 Bond St Suite 140, Charlottesville, VA 22901, USA
No reviews yet for this Charlottesville financial advisor to help guide your decision.
600 Peter Jefferson Pkwy, Charlottesville, VA 22911, USA
A Charlottesville financial advisor with no online reviews yet.
1000 Ednam Center #200, Charlottesville, VA 22903, USA
Newly listed financial advisor serving Charlottesville with no customer reviews yet.
200 Garrett St STE L, Charlottesville, VA 22902, USA
No reviews yet for this Charlottesville financial advisor, so ratings are unavailable.
908 E Jefferson St Suite 201, Charlottesville, VA 22902, USA
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Financial Advisors in Charlottesville, VA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Lohr & Company | 81/100 | 5.0 ★ | 60 |
| 2 | Morris & Wells Wealth Management | 78/100 | 5.0 ★ | 35 |
| 3 | Iron Eagle Advisors | 75/100 | 5.0 ★ | 21 |
| 4 | Edward Jones - Financial Advisor: Donald Giannangeli, CFP® | 70/100 | 5.0 ★ | 7 |
| 5 | Taylor Associates | 64/100 | 5.0 ★ | 2 |
| 6 | Wells Fargo Advisors | 62/100 | 5.0 ★ | 1 |
| 7 | Miller Financial Group | 70/100 | 5.0 ★ | 7 |
| 8 | OakHeart Financial Group - Ameriprise Financial Services, LLC | 67/100 | 5.0 ★ | 4 |
| 9 | Wilkinson Wealth Management, LLC | 66/100 | 5.0 ★ | 3 |
| 10 | Woods and Waters Financial Group | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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: June 13, 2026.
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