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Financial Advisors in Oakton, VA: 2026 rankings

623 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Oakton: MANNA WEALTH MANAGEMENT, RFA Score 73/100; 5.0★ from 170 Google reviews; open 7 days a week.

  2. 15

    Most-reviewed: The Motley Fool, 1,000 Google reviews at 4.2★, the most of 623 ranked; ranked #15.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

623 Oakton financial advisors are ranked here by RFA Score, from eight published factors. 167 open Saturdays and 35 open Sundays, based on posted hours. The median Google rating is 4.9★ across 623 rated firms.

Top 10 financial advisors in Oakton at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Oakton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1MANNA WEALTH MANAGEMENT735.0★ (170)McLean, 5 mi awaySat · Sun · EveningsTop score
2Bank of America (with Drive-thru ATM)734.5★ (688)Chantilly, 7 mi awaySat—
3Shirley Luu & Associates - Financial Planner725.0★ (107)McLean, 5 mi awaySat—
4Kang & Thomas LLC714.8★ (95)Fairfax, 2 mi away——
5Granger Financial715.0★ (141)Sterling, 12 mi away——
6RightAway Insurance Of Alexandria Virginia714.9★ (266)Alexandria, 16 mi awaySat · Evenings—
7Creative Planning714.9★ (88)McLean, 5 mi away——
8Corbett Road Wealth Management714.9★ (87)McLean, 5 mi away——
9VLP Financial Advisors705.0★ (62)McLean, 5 mi away——
10Cassaday & Company705.0★ (57)McLean, 5 mi away——

All 623 financial advisors in Oakton, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Oakton

    #1 MANNA WEALTH MANAGEMENT

    Based in McLean, 5 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 170 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 170 Google reviews
    Hours
    Mon–Sun 6 AM–12 AM
    Address
    1775 Tysons Blvd 5th floor, McLean, VA 22102
    View profile for MANNA WEALTH MANAGEMENT(703) 533-0030

  4. #4 Kang & Thomas LLC

    Based in Fairfax, 2 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 95 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 95 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11130 Fairfax Blvd Service Rd Ste 310, Fairfax, VA 22030
    View profile for Kang & Thomas LLC(703) 256-2580

  5. #5 Granger Financial

    Based in Sterling, 12 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 141 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 141 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    23430 Rock Haven Way Ste 220, Sterling, VA 20166
    View profile for Granger Financial(866) 973-1128

  7. #7 Creative Planning

    Based in McLean, 5 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 88 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8444 Westpark Dr #610, McLean, VA 22102
    View profile for Creative Planning(703) 734-9300

  9. #9 VLP Financial Advisors

    Based in McLean, 5 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1751 Pinnacle Dr #425, McLean, VA 22102
    View profile for VLP Financial Advisors(703) 356-4360

  10. #10 Cassaday & Company

    Based in McLean, 5 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8180 Greensboro Dr #1180, McLean, VA 22102
    View profile for Cassaday & Company(703) 506-8200

  11. #11 Abich Financial Services

    Based in Ashburn, 15 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.7★ from 243 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 243 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    20135 Lakeview Center Plaza Ste 110, Ashburn, VA 20147
    View profile for Abich Financial Services(571) 577-9968

  12. #12 McAdam Financial

    Based in Vienna, 5 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8000 Towers Crescent Dr #1300, Vienna, VA 22182
    View profile for McAdam Financial(703) 677-9300

  15. #15 The Motley Fool

    Based in Alexandria, 14 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.2★ from 1,000 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 1,000 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2000 Duke Street Underpass, Alexandria, VA 22314
    View profile for The Motley Fool(703) 838-3665

  16. #16 Unifirst Financial

    Based in Herndon, 7 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    205 Van Buren St Ste 120, Herndon, VA 20170
    View profile for Unifirst Financial(888) 581-3320

  19. #19 Lydian Payments

    Based in Reston, 6 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Thu 10 AM–2 PM · Fri–Sun closed
    Address
    11734 Bowman Green Dr, Reston, VA 20190
    View profile for Lydian Payments(866) 936-1036

  21. #21 Jones Mead & Associates

    Based in Falls Church, 6 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon 9 AM–7 PM · Tue–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7389 Lee Hwy Service Rd #103, Falls Church, VA 22042
    View profile for Jones Mead & Associates(703) 534-4005

  24. #24 Springer PCFG

    Based in Bear, 4 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Springer PCFG(302) 252-8144

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 623 ranked financial advisors here; the rest are on their profiles.

financial advisors in Oakton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26FedWise Advisors685.0★ (40)7 mi
27First Command Financial Advisor - Steve Brown685.0★ (48)9 mi
28Guardian Mortgage Inc685.0★ (31)4 mi
29First Command Financial Advisor - Peppy Kazhoyan Cummings, RICP®685.0★ (66)13 mi
30Kenneth K. Liu, CPA, LLC684.8★ (89)14 mi
31Bank of America (with Drive-thru ATM)684.2★ (149)6 mi
32Bank of America (with Drive-thru ATM)684.3★ (432)16 mi
33Legacy Wealth Management, Inc.684.9★ (68)13 mi
34Acorn Financial Services, Inc.684.7★ (43)5 mi
35Diamond Wealth Advisors685.0★ (31)5 mi
36Bank of America (with Drive-thru ATM)684.1★ (201)6 mi
37SK Accounting & Business Advisors - A Member of Aline Accounting Partners Group684.5★ (72)8 mi
38Reston Wealth Management685.0★ (30)5 mi
39Potomac Wealth & Tax LLC685.0★ (48)12 mi
40Florin Group685.0★ (27)5 mi
41Global Group684.5★ (63)7 mi
42United Bank684.8★ (28)3 mi
43Renner Financial Group, LLC675.0★ (24)4 mi
44Bank of America (with Drive-thru ATM)674.2★ (143)8 mi
45Ly Hai Nguyen: Primerica - Financial Services675.0★ (32)7 mi
46Youssef Zeroual - Weichert Realtors675.0★ (32)8 mi
47Reserve Advisors674.9★ (43)10 mi
48WiserAdvisor674.6★ (34)4 mi
49Capital Fiduciary Advisors, LLC675.0★ (54)15 mi
50First Command Financial Advisor - Brendan Cherasard, CFP®675.0★ (22)4 mi

Also serving Oakton

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Oakton
BusinessGoogle ratingDistance
Ategra Capital Management LLC5.0★ (2)4 mi
Bowman Gaskins Financial Group3.0★ (2)3 mi
Burney Advisor Services5.0★ (2)4 mi
Edward Jones - Financial Advisor: Anthony AcamporaIn Oakton
Edward Jones - Financial Advisor: Austin W Longacre VIn Oakton
Edward Jones - Financial Advisor: Gary K Wong, CFP®|CIMA®|AAMS®|CRPC™In Oakton
Estes Wealth Strategies / Raymond James Financial Services3.0★ (2)4 mi
First Command Financial Advisor - Kubey Carriker5.0★ (2)4 mi
GLOBALY CONSULTING5.0★ (2)4 mi
Intellisource Financial Services5.0★ (2)2 mi
Jason Howell Company5.0★ (2)4 mi
LaRuffa Financial Group5.0★ (2)2 mi
MassMutual Atlantic5.0★ (2)4 mi
McLean Asset Management Corporation3.0★ (2)5 mi
Professional Financial Services Inc5.0★ (2)3 mi
Spur Your Success LLC5.0★ (2)2 mi
TD Wealth5.0★ (2)5 mi
TIAA Financial Services3.0★ (2)1 mi
Two Lights Private Wealth5.0★ (2)1 mi
Wells Fargo AdvisorsIn Oakton

How we ranked Oakton financial advisors

We scored 623 Oakton financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Oakton data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Oakton: frequently asked questions

Which financial advisor has the highest RFA Score in Oakton?

By RFA Score, the highest-ranked financial advisor in Oakton, VA is MANNA WEALTH MANAGEMENT with an RFA Score of 73/100. It has 5.0★ from 170 Google reviews. It is open 7 days a week. Bank of America (with Drive-thru ATM) (#2) and Shirley Luu & Associates - Financial Planner (#3) follow. We ranked 623 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Oakton?

RankedFinancialAdvisors ranks 623 financial advisors serving Oakton, VA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Oakton work on weekends?

167 of 623 ranked financial advisors post Saturday hours and 35 post Sunday hours. The highest-ranked open Saturdays are MANNA WEALTH MANAGEMENT (#1), Bank of America (with Drive-thru ATM) (#2) and Shirley Luu & Associates - Financial Planner (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oakton financial advisors have?

The median Google rating among 623 rated financial advisors in Oakton is 4.9★, with a median of 13 reviews. The Motley Fool has the most, 1,000 reviews, and ranks #15. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Oakton count in this ranking?

Yes, if they are within 25 mi of the Oakton city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Oakton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Oakton a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Oakton

  1. November 2026: RFA Scores recalculated for 623 financial advisors serving Oakton.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Oakton pages