SANDS CAPITAL MANAGEMENT, LLC
Arlington, VA
AUM
$44.30B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(703) 562-4000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA, ARLINGTON
20 advisers found
STRATEGIC INVESTMENT MANAGEMENT, LLC
Arlington, VA
AUM
$35.51B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
42 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
703-243-4433
EVERMAY WEALTH MANAGEMENT, LLC
Arlington, VA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703 822-5696
BROAD RUN INVESTMENT MANAGEMENT, LLC
Arlington, VA
AUM
$681.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-260-1260
THE ITHAKA GROUP, LLC
Arlington, VA
AUM
$572.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-395-5000
OMEGA WEALTH MANAGEMENT LLC
Arlington, VA
AUM
$309.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-387-0919
OPULEN FINANCIAL GROUP, LLC
Arlington, VA
AUM
$171.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-299-2053
GLOVER PARK WEALTH MANAGEMENT, LLC
Arlington, VA
AUM
$144.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 926-3636
COPE CONNELLY
Arlington, VA
AUM
$107.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(888) 336-8402
H. L. LICHSTRAHL & COMPANY, LLC
Arlington, VA
AUM
$82.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-934-4777
DOXA CAPITAL, LLC
Arlington, VA
AUM
$71.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
703-638-8838
U.S. ADVISORS, INC.
Arlington, VA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
540-885-1011
JADE & COWRY LLC
Arlington, VA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 594-1706
MOUNTAIN VIEW WEALTH MANAGEMENT LLC
Arlington, VA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(540) 219-8462
GREY OWL CAPITAL MANAGEMENT, LLC
Arlington, VA
AUM
$47.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
703-459-9400
NHABLA
Arlington, VA
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
202-599-3614
CORETEGIC CAPITAL, LLC
Arlington, VA
AUM
$16.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(703) 261-9449
PLANDEAVOR
Arlington, VA
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
202-599-2331
TITANREX
Arlington, VA
AUM
$607K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
202-455-9155
EMERALD INVESTMENTS, INC.
Arlington, VA
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
216-704-5283
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