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Financial Advisors in Staunton, VA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Staunton: Weaver Insurance & Financial Advisors, RFA Score 76/100; 4.9★ from 222 Google reviews.

  2. 2

    Most-reviewed: XNE Financial Advising, LLC, 287 Google reviews at 5.0★, the most of 34 ranked; ranked #2.

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

34 Staunton financial advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 34 rated firms.

Top 10 financial advisors in Staunton 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 Staunton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Weaver Insurance & Financial Advisors764.9★ (222)Waynesboro, 9 mi away—Top score
2XNE Financial Advising, LLC765.0★ (287)Adelphi, 14 mi awaySatMost reviews
3Kier Real Investments, LLC724.7★ (22)StauntonSun · Evenings—
4Goat Planning704.9★ (9)StauntonSat · Evenings—
5United Bank684.4★ (21)Waynesboro, 9 mi away——
6Edward Jones - Financial Advisor: Leah A Pugh, CFP®|CEPA®685.0★ (3)Staunton——
7Dalton Campbell - Financial Advisor685.0★ (3)Staunton——
8Glenn Financial685.0★ (28)Harrisonburg, 20 mi away——
9Campbell Financial Services673.4★ (5)Staunton——
10United Bank664.7★ (28)Harrisonburg, 21 mi away——

All 34 financial advisors in Staunton, 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.

  4. #4 Goat Planning

    Based in Staunton

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 8 AM–5 PM · Sun closed
    Address
    11 N Central Ave Ste M4, Staunton, VA 24401
    View profile for Goat Planning(540) 618-7071

  5. #5 United Bank

    Based in Waynesboro, 9 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 21 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2556 Jefferson Hwy, Waynesboro, VA 22980
    View profile for United Bank(540) 942-8488

  8. #8 Glenn Financial

    Based in Harrisonburg, 20 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    31 Southgate Ct Ste 202, Harrisonburg, VA 22801
    View profile for Glenn Financial(540) 867-5702

  10. #10 United Bank

    Based in Harrisonburg, 21 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.7★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1980 S Main St, Harrisonburg, VA 22801
    View profile for United Bank(540) 433-9950

  11. #11 CHRISDA LLC

    Based in Cherry Hill, 14 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 7 Google reviews
    View profile for CHRISDA LLC(301) 624-0672

  18. #18 Tu GPS Financiero

    Based in Clarksburg, 14 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon 12:30 PM–7 PM · Tue 10 AM–7 PM · Wed 12:30 PM–5 PM · Thu–Fri 10 AM–7 PM · Sat 10 AM–1:30 PM · Sun closed
    View profile for Tu GPS Financiero(301) 356-6001

  21. #21 United Bank

    Based in Harrisonburg, 23 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 17 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    110 University Blvd, Harrisonburg, VA 22801
    View profile for United Bank(540) 432-9300

  23. #23 Loomis Wealth Management

    Based in Harrisonburg, 23 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1954 Evelyn Byrd Ave, Harrisonburg, VA 22801
    View profile for Loomis Wealth Management(540) 434-2505

  24. #24 Being Financial

    Based in Harrisonburg, 23 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 7 Google reviews
    Hours
    Mon–Sat 8 AM–5 PM · Sun closed
    Address
    328 S Main St Ste 101, Harrisonburg, VA 22801
    View profile for Being Financial(540) 246-7554

All 34 financial advisors

#1 to #25 are shown in full above. Here are #26 to #34, in RFA Score order; each links to its profile.

financial advisors in Staunton, ranks 26 to 34
RankBusinessRFA ScoreGoogle ratingDistance
26Wells Fargo Advisors624.2★ (5)23 mi
27Edward Jones - Financial Advisor: Joshua Lowe, CFP®624.2★ (5)24 mi
28Truist623.2★ (26)24 mi
29Stern & Heatwole Financial Group625.0★ (3)23 mi
30Leathers and Associates615.0★ (3)23 mi
31Singleton Tax Solutions594.9★ (29)14 mi
32VersaTel Solutions565.0★ (12)19 mi
33Crusaders for Change, LLC555.0★ (5)14 mi
34Black & Associates513.3★ (3)21 mi

Also serving Staunton

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 Staunton
BusinessGoogle ratingDistance
Bridgett Beasley - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Staunton
Brown Insurance and Financial GroupIn Staunton
Common Sense FinancialIn Staunton
Corbin James Hess - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Staunton
Edward Jones - Financial Advisor: Hardy Dawkins, AAMS®In Staunton
Edward Jones - Financial Advisor: John M Childress5.0★ (1)In Staunton
Edward Jones - Financial Advisor: Kenya E Balser, AAMS®In Staunton
Edward Jones - Financial Advisor: Lily S Dawkins5.0★ (1)In Staunton
Edward Jones - Financial Advisor: Matthew R Barnes, CFP®|CEPA®|AAMS®In Staunton
Edward Jones - Financial Advisor: Michael A Swinson, CFP®|CEPA®|AAMS®5.0★ (1)In Staunton
Edward Jones - Financial Advisor: Sarah E CoinerIn Staunton
Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Staunton
Marion Thornton Malack: Primerica - Financial ServicesIn Staunton
Middlebrook Wealth5.0★ (1)In Staunton
Milestone Investment Counsel5.0★ (2)In Staunton
Tax Professional Enrolled AgentIn Staunton
The Henderson Group5.0★ (1)In Staunton
Truist Wealth1.0★ (1)In Staunton
Well Planned Financial, LLCIn Staunton
Will Dod - TAG Wealth5.0★ (1)In Staunton

How we ranked Staunton financial advisors

We scored 34 Staunton 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 Staunton 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 Staunton: frequently asked questions

Which financial advisor has the highest RFA Score in Staunton?

By RFA Score, the highest-ranked financial advisor in Staunton, VA is Weaver Insurance & Financial Advisors with an RFA Score of 76/100. It has 4.9★ from 222 Google reviews. XNE Financial Advising, LLC (#2) and Kier Real Investments, LLC (#3) follow. We ranked 34 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Staunton?

RankedFinancialAdvisors ranks 34 financial advisors serving Staunton, VA. 5 of them are based in Staunton; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Staunton work on weekends?

11 of 34 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are XNE Financial Advising, LLC (#2), Goat Planning (#4) and Pam Browne Financial Services (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Staunton financial advisors have?

The median Google rating among 34 rated financial advisors in Staunton is 5.0★, with a median of 7 reviews. XNE Financial Advising, LLC has the most, 287 reviews, and ranks #2. 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 Staunton count in this ranking?

Yes, if they are within 25 mi of the Staunton 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 Staunton 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 Staunton 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 Staunton

  1. November 2026: RFA Scores recalculated for 34 financial advisors serving Staunton.

More financial advisors and Staunton pages