REMBERT PENDLETON JACKSON
Vienna, VA
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-821-6655
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in VA, VIENNA
17 advisers found
GLASSMAN WEALTH SERVICES, LLC
Vienna, VA
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
703-534-4444
NAVY FEDERAL INVESTMENT SERVICES, LLC
Vienna, VA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
147 advisors
Clients
More than 500
Fees
Percentage of AUM
703-206-1517
D'ORAZIO WEALTH ADVISORS
Vienna, VA
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS
703-269-3100
YESKE BUIE INC.
Vienna, VA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
800-772-1887
ALLEGIANCE FINANCIAL GROUP
Vienna, VA
AUM
$675.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(703) 242-7900
CAPITOL PRIVATE WEALTH GROUP LLC
Vienna, VA
AUM
$562.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 226-0008
ADVISORS FINANCIAL, INC.
Vienna, VA
AUM
$321.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 883-0300
KIRK CAPITAL ADVISORS LLC
Vienna, VA
AUM
$204.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888.340.5475
PACTOLUS
Vienna, VA
AUM
$187.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
571-297-6364
TEMPLER WEALTH MANAGEMENT, LLC
Vienna, VA
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-927-4126
AURORA POINTE CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
571-260-0483
SOVEREIGN
Vienna, VA
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(703) 713-2954
CONNOR CAPITAL MANAGEMENT, LLC
Vienna, VA
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-714-6692
DISCOVERY WEALTH PLANNING LLC
Vienna, VA
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
703-281-3735
3SUMMIT INVESTMENT MANAGEMENT, LLC
Vienna, VA
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
571-565-2161
MITCO ASSET MANAGEMENT
Vienna, VA
AUM
$98.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-304-6725
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