COLUMBIA CAPITAL
Alexandria, VA
AUM
$9.10B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-519-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, ALEXANDRIA
29 advisers found
MOTLEY FOOL ASSET MANAGEMENT
Alexandria, VA
AUM
$2.60B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM
703-302-1100
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM
844-408-4390
THE EDGAR LOMAX COMPANY
Alexandria, VA
AUM
$1.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
703-719-0026
DC CAPITAL PARTNERS MANAGEMENT, L.P.
Alexandria, VA
AUM
$1.40B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(202) 737-5220
AVENIR CORPORATION
Alexandria, VA
AUM
$849.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(202) 659-4427
MONUMENT WEALTH MANAGEMENT
Alexandria, VA
AUM
$531.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-504-9600
MCLAUGHLIN RYDER INVESTMENTS, INC.
Alexandria, VA
AUM
$522.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-684-9222
WESTBOURNE INVESTMENTS, INC.
Alexandria, VA
AUM
$276.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-294-6880
RETIREMENT PLANOLOGY, INC.
Alexandria, VA
AUM
$265.9M
Wealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
703-595-2829
ROCKBRIDGE ASSET MANAGEMENT, LLC
Alexandria, VA
AUM
$218.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571.982.5398
MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
Alexandria, VA
AUM
$204.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
703-548-2555
8TH STREET INVESTMENTS, LLC
Alexandria, VA
AUM
$166.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 519-0962
PIEDMONT WEALTH MANAGEMENT
Alexandria, VA
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 518 - 8361
FIRST GEORGETOWN SECURITIES, INC
Alexandria, VA
AUM
$115.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
703-519-7700
KATZ FAMILY FINANCIAL ADVISORS, LLC
Alexandria, VA
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-961-6030
CRAFTWORK CAPITAL LLC
Alexandria, VA
AUM
$102.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 596-5575
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$91.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-544-2300
MASSIE FINANCIAL PLANNING INC.
Alexandria, VA
AUM
$66.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(571) 895-2969
ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
Alexandria, VA
AUM
$64.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-535-5921
WESLING FINANCIAL PLANNING SERVICES CORP.
Alexandria, VA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 768-7679
LASTING LEGACY WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$59.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-842-4333
RENEW WEALTH MANAGEMENT LLC
Alexandria, VA
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 737-2220
STOCK PLAN ADVISORY GROUP LLC
Alexandria, VA
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
202-680-3393
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