THE LEWIS FINANCIAL GROUP
Ashburn, VA
AUM
$482.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-288-1272
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA, ASHBURN
8 advisers found
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
Ashburn, VA
AUM
$394.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(571) 577-9968
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Ashburn, VA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
703-796-0800
ARBOR PRIVATE WEALTH, LLC
Ashburn, VA
AUM
$160.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-559-7975
ALLRIDGE WEALTH MANAGEMENT, INC
Ashburn, VA
AUM
$103.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
703-840-5500
CAPITAL FIDUCIARY ADVISORS
Ashburn, VA
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-568-2071
STONEBROOK INVESTMENT, LLC
Ashburn, VA
AUM
$38.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
703-587-8683
DIFFERENT INVESTMENTS, LLC
Ashburn, VA
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
877-934-3337