Advisors Financial, Inc.

Advisors Financial, Inc. (CRD# 144837) is a financial advisory firm headquartered in Vienna, VA. They manage $103,938,055 in 227 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $457,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, LA, MD, TX, VA

Financial Advisors at Advisors Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Amy C. Hoffman
CRD#: 2549737
8391 Old Courthouse Road, Suite 205, Vienna, VA 22182
96
Wealthminder
score

Amy Hoffman (CRD# 2549737) is an Investment Advisor Representative working at Advisors Financial, Inc. in Vienna, VA and has over 19 years of experience in the finance industry. Amy Hoffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph M. Van Name
CRD#: 4801308
510 N. Washington Street, Suite 300, Falls Church, VA 22046
96
Wealthminder
score

Joseph Van Name (CRD# 4801308) is an Investment Advisor Representative working at Advisors Financial, Inc. in Falls Church, VA and has over 9 years of experience in the finance industry. Joseph Van Name has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Susan L. Warren
CRD#: 5578881
510 N. Washington Street, Suite 300, Falls Church, VA 22046
93
Wealthminder
score

Susan Warren (CRD# 5578881) is an Investment Advisor Representative working at Advisors Financial, Inc. in Falls Church, VA and has over 5 years of experience in the finance industry. Susan Warren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Steven A. Tomisek
CRD#: 5733717
8391 Old Courthouse Road, Suite 205, Vienna, VA 22812
90
Wealthminder
score

Steven Tomisek (CRD# 5733717) is an Investment Advisor Representative working at Advisors Financial, Inc. in Vienna, VA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.