Licensed · Herndon

Licensed & Insured Financial Advisors in Herndon, VA

Every financial advisors listed here carries proper licensing and insurance in VA. Protect yourself — always verify credentials before work begins.

As of July 2026, RatingsNearMe ranks 10 financial advisors in Herndon, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Focus Partners Wealth with a 5.0-star rating from 17 Google reviews and an RNM Score of 74/100. Also in the top tier: Origin Wealth Management and Edward Jones - Financial Advisor: April DuBois. The average rating across all listed financial advisors in Herndon is 4.8 stars from 6 reviews per business on average.

Financial advisors in Herndon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

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Local Market Snapshot

10

Businesses listed

4.8★

Avg rating

6

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(17 reviews)

5.0-star rating from 17 reviews makes this Herndon financial advisor highly trusted.

8315 US-29 #325, Fairfax, VA 22031, USA
5.0(10 reviews)

Rated 5.0 stars from 10 Google reviews, this Herndon financial advisor is highly recommended.

12001 Sunrise Valley Dr SUITE 400, Reston, VA 20191, USA
5.0(3 reviews)

Rated 5.0 stars from 3 Google reviews for trusted financial guidance in Herndon.

13350 Franklin Farm Rd Suite 350, Herndon, VA 20171, USA

Financial Advisors Rankings in Herndon, VA

#BusinessRatingReviews
#1Focus Partners Wealth8315 US-29 #325, Fairfax, VA 22031, USA5.017
#2Origin Wealth Management12001 Sunrise Valley Dr SUITE 400, Reston, VA 20191, USA5.010
#3Edward Jones - Financial Advisor: April DuBois13350 Franklin Farm Rd Suite 350, Herndon, VA 20171, USA5.03
#4Piedmont Wealth Advisory12030 Sunrise Valley Dr UNIT 325, Reston, VA 20191, USA5.02
#5Hughes Financial Services LLC2201 Cooperative Way #150, Herndon, VA 20171, USA5.02
#6Dellinger Wealth Management719 Pine St, Herndon, VA 20170, USA5.01
#7Northwest Financial Advisors200 Spring St #120, Herndon, VA 20170, USA
#8Edelman Financial Engines4000 Legato Rd 8th Floor, Fairfax, VA 22033, USA3.49
#9Edward Jones - Financial Advisor: Derek R Sorensen, ChFC®|CEPA®2329 B Dulles Station Blvd, Herndon, VA 20171, USA
#10Symphony Financial LLC441 Carlisle Dr, Herndon, VA 20170, USA5.01

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

All Financial Advisors in Herndon

4
5.0· 2 reviews

Rated 5.0 stars from two Google reviews, this Herndon financial advisor is highly regarded.

12030 Sunrise Valley Dr UNIT 325, Reston, VA 20191, USA

5
5.0· 2 reviews

Rated 5.0 stars from 2 reviews for trusted financial guidance in Herndon.

2201 Cooperative Way #150, Herndon, VA 20171, USA

6
5.0· 1 reviews

Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.

719 Pine St, Herndon, VA 20170, USA

7
· 0 reviews

Holds no customer reviews yet; check back for future feedback.

200 Spring St #120, Herndon, VA 20170, USA

8
3.4· 9 reviews

A Herndon financial advisor with a 3.4-star rating from 9 Google reviews.

4000 Legato Rd 8th Floor, Fairfax, VA 22033, USA

9
· 0 reviews

No Google reviews yet; check back for client feedback on this Herndon financial advisor.

2329 B Dulles Station Blvd, Herndon, VA 20171, USA

10
5.0· 1 reviews

Trusted Herndon financial advisor with a perfect 5.0★ rating from clients.

441 Carlisle Dr, Herndon, VA 20170, USA

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Financial Advisors in Herndon, VA — Compared

#BusinessRNM ScoreRatingReviews
1Focus Partners Wealth74/1005.0 ★17
2Origin Wealth Management71/1005.0 ★10
3Edward Jones - Financial Advisor: April DuBois66/1005.0 ★3
4Piedmont Wealth Advisory64/1005.0 ★2
5Hughes Financial Services LLC64/1005.0 ★2
6Dellinger Wealth Management62/1005.0 ★1
7Northwest Financial Advisors3/1000
8Edelman Financial Engines44/1003.4 ★9
9Edward Jones - Financial Advisor: Derek R Sorensen, ChFC®|CEPA®3/1000
10Symphony Financial LLC62/1005.0 ★1

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Herndon

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

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 Herndon, 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 Herndon?

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: July 4, 2026.

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About This Financial Advisors Directory — Herndon, VA

This page lists and ranks 10 financial advisors serving Herndon, VA as of July 2026. The average verified rating across all listings is 4.8 stars, with an average of 6 customer reviews per business. The top-ranked financial advisors in Herndon by our algorithm is Focus Partners Wealth (5.0 stars, 17 reviews). Financial advisors in Herndon 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 Herndon: 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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