ARGO WEALTH ADVISORY, LLC
Mclean, VA
AUM
$256.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-914-3830
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
49 advisers found
SANCHEZ & ZURES, LLC
Mclean, VA
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
703-349-0330
ALPHA FINANCIAL ADVISORS, LLC
Mclean, VA
AUM
$218.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-442-7686
CHESAPEAKE INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$205.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
202-821-1530
CORBETT ROAD CAPITAL MANAGEMENT, LLC
Mclean, VA
AUM
$176.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
703-748-5831
BLUESTONE INVESTMENT MANAGER, LLC
Mclean, VA
AUM
$144.8M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-462-5601
ACTS FINANCIAL ADVISORS
Mclean, VA
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-749-5522
CAPITOL WEALTH MANAGEMENT, INC.
Mclean, VA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
703-891-4070
FLORIN GROUP, LLC
Mclean, VA
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 520-2777
BULL RUN INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(703) 344-6844
BLUESAIL ADVISORS LLC
Mclean, VA
AUM
$28.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-373-1170
B&L WEALTH GROUP, LLC
Mclean, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
703-381-2991
BENJAMINS MONEY
Mclean, VA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES
(240) 395-4455
VINCENT C. LUCAS, C.P.A., P.C.
Mclean, VA
AUM
$2.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
703-893-9320
LUCRUM CAPITAL ADVISORS
Mclean, VA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
703-206-8116
ARDENT GUARDIAN WEALTH ADVISORY, LLC
Mclean, VA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees
703-592-6503
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