ICONIC WEALTH MANAGEMENT
Alexandria, VA
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-891-9518
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
41 advisers found
AMERICAN EXECUTIVE ADVISORS, LLC
Alexandria, VA
AUM
$8.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-769-1202
MER CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$829K
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
703-740-1765
CORE FIDUCIARY ADVISORS
Alexandria, VA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
703-224-8973
TESFAYE O'NEILL FINANCIAL
Alexandria, VA
AUM
—
Financial Planning
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
703-705-2011
OXFORD FINANCE ADVISORS, LLC
Alexandria, VA
AUM
$2.41B
Wealth Mgmt
Team
80 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
703-519-4900
Full profileNo website
PORTFOLIO ADVISORY GROUP, INC.
Alexandria, VA
AUM
$115.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
703-461-9193
Full profileNo website
UNION STREET PARTNERS LLC
Alexandria, VA
AUM
$86.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
703-684-9222
Full profileNo website
BIG "I" ADVISORY RESOURCES, LLC
Alexandria, VA
AUM
—
Retirement
Team
2 advisors
Clients
—
Fees
PERCENTAGE OF ASSETS IN RETIREMENT PLANS ADVISED
1-800-221-7917
Full profileNo website
Full profileNo website
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