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Best Value · Woodbridge

Affordable Financial Advisors in Woodbridge, VA

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As of May 2026, RatingsNearMe ranks 18 financial advisors in Woodbridge, VA by verified customer ratings and review volume. The highest-rated is Mariner Finance with a 4.7-star rating from 240 verified reviews. Also in the top tier: J.W. Financial and First Command Financial Advisor - Armine Graham, RICP®. The average rating across all listed financial advisors in Woodbridge is 4.9 stars from 21 reviews per business on average.

Financial advisors in Woodbridge 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

18

Businesses listed

4.9★

Avg rating

21

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Mariner Finance

4.7(240 reviews)

2024 Daniel Stuart Square Suite 31, Woodbridge, VA 22191, USA

🥈

J.W. Financial

5.0(39 reviews)

4213 Dale Blvd, Woodbridge, VA 22193, USA

🥉

First Command Financial Advisor - Armine Graham, RICP®

5.0(15 reviews)

13625 Office Pl #201, Woodbridge, VA 22192, USA

Financial Advisors Rankings in Woodbridge, VA

#BusinessRatingReviews
#1Mariner Finance2024 Daniel Stuart Square Suite 31, Woodbridge, VA 22191, USA4.7240
#2J.W. Financial4213 Dale Blvd, Woodbridge, VA 22193, USA5.039
#3First Command Financial Advisor - Armine Graham, RICP®13625 Office Pl #201, Woodbridge, VA 22192, USA5.015
#4Safe Harbor Financial Advisors, LLC300 Ellicott St, Occoquan Historic District, VA 22125, USA5.01
#5Sentinel Wealth Partners4895 Prince William Pkwy #202, Woodbridge, VA 22192, USA5.02
#6First Command Financial Advisor - Frank Wheeler, ChFC®|RICP®|MBA|CFP®13625 Office Pl #201, Woodbridge, VA 22192, USA5.010
#7Edward Jones - Financial Advisor: Justin R Simoni3310 Noble Pond Way Suite 213, Woodbridge, VA 22193, USA5.01
#8IFS Consulting Group1346 Old Bridge Rd #201, Woodbridge, VA 22192, USA5.011
#9Whitlock Wealth - Ameriprise Financial Services, LLC12848 Harbor Dr #101, Lake Ridge, VA 22192, USA5.02
#10First Command Financial Advisor - Mark Tipmongkol13625 Office Pl #201, Woodbridge, VA 22192, USA5.013

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Woodbridge

4

Safe Harbor Financial Advisors, LLC

5.0· 1 reviews

300 Ellicott St, Occoquan Historic District, VA 22125, USA

5

Sentinel Wealth Partners

5.0· 2 reviews

4895 Prince William Pkwy #202, Woodbridge, VA 22192, USA

6

First Command Financial Advisor - Frank Wheeler, ChFC®|RICP®|MBA|CFP®

5.0· 10 reviews

13625 Office Pl #201, Woodbridge, VA 22192, USA

7

Edward Jones - Financial Advisor: Justin R Simoni

5.0· 1 reviews

3310 Noble Pond Way Suite 213, Woodbridge, VA 22193, USA

8

IFS Consulting Group

5.0· 11 reviews

1346 Old Bridge Rd #201, Woodbridge, VA 22192, USA

9

Whitlock Wealth - Ameriprise Financial Services, LLC

5.0· 2 reviews

12848 Harbor Dr #101, Lake Ridge, VA 22192, USA

10

First Command Financial Advisor - Mark Tipmongkol

5.0· 13 reviews

13625 Office Pl #201, Woodbridge, VA 22192, USA

11

First Command Financial Advisor - Edwin Lee, MBA|CMFA™

5.0· 2 reviews

13625 Office Pl Suite 201, Woodbridge, VA 22192, USA

12

Edward Jones - Financial Advisor: Ryan S Dillard, CFP®|AAMS®

5.0· 2 reviews

308 Commerce St, Occoquan Historic District, VA 22125, USA

13

Edward Jones - Financial Advisor: Jonathan Winston, CFP®

5.0· 1 reviews

12972 Harbor Dr, Lake Ridge, VA 22192, USA

14

First Command Financial Advisor - Tim Malinski, RICP®

5.0· 1 reviews

13625 Office Pl #201, Woodbridge, VA 22192, USA

15

Lincoln Financial Group

5.0· 3 reviews

4323 Ridgewood Center Dr, Woodbridge, VA 22192, USA

16

Edward Jones - Financial Advisor: Gary Potter

3.5· 2 reviews

4809 Dashiell Pl, Woodbridge, VA 22192, USA

17

Edward Jones - Financial Advisor: Tim Kirby, ChFC®|CEPA®|AAMS®

· 0 reviews

12581 Milstead Way #301, Woodbridge, VA 22192, USA

18

First Command District Advisor - Chris Moore, RICP®|MBA|CMFA™

5.0· 9 reviews

13601 Office Pl Unit 101, Woodbridge, VA 22192, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Woodbridge

What is a fiduciary financial advisor and why does it matter in Woodbridge?

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 Woodbridge, 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 Woodbridge?

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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About This Financial Advisors Directory — Woodbridge, VA

This page lists and ranks 18 financial advisors serving Woodbridge, VA as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 21 customer reviews per business. The top-ranked financial advisors in Woodbridge by our algorithm is Mariner Finance (4.7 stars, 240 reviews). Financial advisors in Woodbridge typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Woodbridge: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the VA licensing board before hiring.

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