Top 10 financial advisors in Alexandria, VA
We've curated a list of the best financial advisors in Alexandria, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,876,843,306 Number of advisors 61 advisors | |||
| 2 | Assets under management $1,751,390,441 Number of advisors 6 advisors | |||
| 3 | Assets under management $1,098,908,006 Number of advisors 7 advisors | |||
| 4 | Assets under management $799,672,435 Number of advisors 33 advisors | |||
| 5 | Assets under management $385,920,897 Number of advisors 10 advisors | |||
| 6 | Assets under management $190,805,063 Number of advisors 4 advisors | |||
| 7 | Assets under management $165,267,851 Number of advisors 4 advisors | |||
| 8 | Assets under management $143,111,876 Number of advisors 3 advisors | |||
| 9 | Assets under management $117,530,269 Number of advisors 5 advisors | |||
| 10 | Assets under management $72,409,000 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Alexandria, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Motley Fool Wealth Management, LLC
Motley Fool Wealth Management, LLC is a financial advisory firm based in Alexandria, Virginia. It currently has approximately $1,876,843,306 of assets under management and employs about 61 people. Motley Fool Wealth Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and publisher provides per-client payment for newsletter subscribers.
$1,876,843,306 under management
61 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
The Edgar Lomax Company
The Edgar Lomax Company (ELC) is a registered investment adviser established over 36 years ago, offering investment advisory services to various entities. ELC manages client accounts on a daily basis, tailored to individual client objectives. As of January 1, 2023, ELC managed approximately $1.7 billion in client assets on a discretionary basis. The firm's fee structure is based on a percentage of assets under management, with fees generally invoiced quarterly. ELC's minimum initial account value for institutional accounts is typically $10 million, but negotiable under certain circumstances. The firm does not participate in wrap fee programs but may consider it in the future. ELC does not charge performance-based fees currently but is open to considering them for qualified clients. The investment strategy focuses on large-cap value portfolios, employing a bottom-up value equity strategy to limit downside volatility while participating in rising markets. ELC emphasizes low volatility and above-average returns, with portfolios generally less volatile than the applicable index. Clients are advised on the risk of loss associated with investing in securities. ELC maintains a Code of Ethics and Proxy Voting Policies to ensure high ethical standards and fiduciary responsibilities are upheld. The firm does not have any disciplinary information or financial commitments that impair its ability to meet client obligations.
$1,751,390,441 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Avenir Corporation
Avenir Corporation is an investment management firm established in July 1980 and registered with the SEC in July 1988. Majority-owned by Chairman Charles G. Mackall, Jr. and active portfolio manager James H. Rooney, Avenir offers discretionary investment management services focusing on capital preservation and real rates of return. The firm's core value strategy involves a concentrated portfolio of superior investments purchased at a discount to intrinsic value. Avenir serves a diverse client base, including individuals, trusts, pension accounts, and foundations, with a minimum investment requirement of $1 million, which may be waived at the firm's discretion. Avenir charges a standard 1% quarterly fee based on assets under management, with a minimum fee of $2,500 per quarter. The firm does not charge performance-based fees and manages approximately $1,003,294,000 in discretionary assets as of March 28, 2025. Clients have the option to impose restrictions on investments, and Avenir provides investment management services to clients in wrap fee programs. Avenir's investment strategy involves risks, including exposure to systemic and unique security risks. The firm operates as a fiduciary, acting in the best interests of clients, and provides investment advisory services on a discretionary basis. Clients have the authority to set restrictions on Avenir's discretionary activities. Avenir's brokerage practices include considerations such as commission rates, research services, and trade allocations. The firm does not compensate for client referrals and maintains high ethical standards in its operations. James H. Rooney, a CFA charterholder, serves as an integral part of Avenir's team, bringing extensive experience and expertise to the firm's investment management services.
$1,098,908,006 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Campbell Wealth Management, Inc.
Campbell Wealth Management, Inc. is an investment advisor firm based in Alexandria, Virginia, established in February 2010. The firm specializes in helping clients achieve their retirement goals through personalized financial planning services. They offer full financial plans covering various areas such as personal planning, cash flow management, estate planning, tax planning, and investment analysis. The firm provides asset management services on a discretionary basis, monitoring client accounts to ensure they meet asset allocation requirements. Clients have the option to place restrictions on investments or receive recommendations from third-party managers. For new clients, Campbell Wealth Management fees are transparent, with an Advice Fee ranging from 0.10%-0.90% and an Investment Strategy Fee between 0.30% and 0.50%. Legacy clients may be charged an annual percentage fee of 0.50%. The firm may also charge additional fees for third-party manager programs. Campbell Wealth Management does not maintain custody of client assets, recommending Schwab as a qualified custodian. The firm's investment strategies include long-term purchases, short-term purchases, and trading, utilizing fundamental and technical analysis methods. Clients are encouraged to review their accounts regularly, with financial planning accounts terminating upon plan completion. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200. Campbell Wealth Management is committed to acting in the best interests of clients, providing transparent and ethical services to help clients achieve their financial goals.
$799,672,435 under management
33 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
WORKSHOPS AND SEMINARS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Informational/educational/motivational Workshops
Monument Wealth Management
Monument Capital Management, LLC, established in June 2012, is an investment advisor offering asset management and financial planning services. The firm's primary owners are David Armstrong and Dean Catino. Monument Capital Management provides asset management services involving continuous supervision of client accounts based on their financial situation and investment objectives. The firm actively monitors accounts, provides advice on buying, selling, and holding securities, and makes trades when necessary. Financial planning services cover various topics such as investment, retirement, insurance, tax planning, and estate planning. Monument Capital Management offers several investment programs, including ETF portfolios and individual stock portfolios. Clients must have a minimum asset value of $3,000,000 for investment advisory services. The firm charges a negotiable annual fee of up to 1.75% of assets under management. Monument Capital Management may recommend the use of structured notes and unaffiliated private investment funds, which involve certain risks. The firm uses fundamental, charting, cyclical, and technical analysis for investment strategies. Clients have the option to grant Monument Capital Management discretionary authority over their accounts. The firm has a business continuity plan in place to respond to significant disruptions. Monument Capital Management does not vote proxies on behalf of clients and does not initiate legal proceedings on behalf of clients regarding securities issues. The firm maintains a strict privacy policy to protect client information.
$385,920,897 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4j Wealth Management, LLC
4J Wealth Management, LLC, located in McLean, VA, has been providing investment advisory services since 2018. The firm is owned by Joshua Goulding, Jeffrey Sciscilo, and Jennifer Hutton. As a fiduciary, 4J Wealth Management always acts in the best interest of clients, offering financial planning and discretionary/non-discretionary investment management services. Clients are required to enter into Financial Planning and Consulting Agreements and subsequent Investment Advisory Agreements. The firm charges an annual fixed fee or a percentage of assets under management, with exceptions for extraordinary planning services. Clients may incur transaction fees and other charges imposed by custodians for certain investments. The firm uses various methods of analysis, including cyclical, fundamental, quantitative, and qualitative analysis, to formulate investment advice. Investment strategies include asset allocation, long-term purchases, and risk management. Clients have the option to impose restrictions on discretionary authority. Registrant does not vote client proxies and does not require fees to be paid more than six months in advance. The firm has not faced any financial impairments or bankruptcy petitions. For further details, clients can contact the Chief Compliance Officer, Joshua Goulding.
$190,805,063 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Mcginn Penninger Investment Managment, Inc.
Ryan McCoy Penninger is a Senior Analyst at McGinn Investment Management Inc. since June 2010. With an educational background including an MBA in Finance & Investments from George Washington University and a BA in Economics from Sewanee: The University of The South, Penninger also holds the Chartered Financial Analyst® designation since 2013. He has no reportable disciplinary history and is not engaged in any other investment-related activities or non-investment-related business activities. Penninger does not receive commissions, bonuses, or other compensation on the sale of securities or investment products. He also does not receive additional compensation from non-advisory clients. Supervised by Bernard F. McGinn, CEO/CIO of the firm, Penninger's professional information is available on the SEC's website. Clients seeking detailed information can contact Alicia Magnier at 703-548-2555.
$165,267,851 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8th Street Investments, LLC
8th Street Investments, LLC is a registered investment advisory firm based in Alexandria, VA, with a branch office in Hilton Head Island, SC. Founded in 2008, the firm is owned by Lisa Pendley and Michael Shea. Specializing in investment management services, 8th Street offers tailored solutions based on individual client goals, risk tolerance, and time horizon. Services include establishing investment policy statements, financial planning, portfolio construction, and ongoing investment management. Clients can opt for discretionary or non-discretionary management, with assets under management totaling approximately $171.7 million as of December 31, 2024. For investment management services, fees are charged as a percentage of assets under management, with tiered fee schedules based on account size. Financial planning and consulting services are offered at fixed fees or hourly rates, depending on the complexity of the client's circumstances. 8th Street does not charge performance-based fees and acts as a fiduciary, prioritizing client interests. The firm does not engage in brokerage practices but recommends Charles Schwab & Co., Inc. for custodial services. Clients have the option to direct brokerage, with 8th Street providing trade aggregation and allocation services. The firm does not vote proxies on behalf of clients and maintains a robust privacy policy to protect client information. In case of business disruptions, 8th Street has a comprehensive Business Continuity Plan in place. Clients can contact the firm for additional information or to submit complaints.
$143,111,876 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Evolutionary Tree Capital Management, LLC
Evolutionary Tree Capital Management LLC is an investment management firm founded in late 2017 by Thomas Ricketts, CFA, specializing in innovation-focused, concentrated-growth investing with a long-term approach. The firm offers discretionary portfolio and investment management services to individual and institutional clients, managing assets under management of $102.4 million as of December 31, 2024. Evolutionary Tree charges management fees based on a percentage of assets under management, with fee rates declining as assets increase. The firm operates as a fiduciary, acting in the best interest of clients and following regulations to ensure prudent and loyal advice. Clients have the option to impose restrictions on investing in certain securities. The firm's investment strategy involves significant risks, including stock market risk, equity securities risk, and growth company risk. Evolutionary Tree provides detailed insights into its methods of analysis, investment strategies, and risk management practices, focusing on identifying investible innovations and evolutionary shifts. Clients receive regular account statements and have the option to direct the firm on proxy voting. The firm does not vote proxies unless directed by the client.
$117,530,269 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
First Georgetown Securities, Inc
First Georgetown Securities, Inc. is a FINRA registered broker-dealer established in 1975, offering fee-based investment advisory services since 2004. The firm, led by principal owner Robert T. Mann, manages individual and institutional accounts using growth, growth and income, and income strategies tailored to client needs. As of July 2023, the firm had approximately $72,409,000.00 assets under management, all under discretionary control. Clients are charged a management fee of ¾ of 1% per annum of total assets under management, debited quarterly based on the prior business day account value. Certain representatives receive commission-based compensation for securities transactions, with reduced commission rates to mitigate conflicts of interest. First Georgetown primarily uses fundamental and technical analysis in its investment strategies, with a focus on risk control through tactical allocation, diversification, and option hedging. The firm employs a variety of benchmarks and may recommend selling positions based on various factors. Clients are required to maintain a minimum account size of $250,000, which is negotiable under certain circumstances. The firm exercises investment discretion over client accounts, selecting brokers and commission rates without prior client approval, subject to agreed-upon guidelines. Clients receive monthly account statements and annual performance reports. First Georgetown does not compensate for client referrals and does not maintain custody of client funds or securities. The firm's investment adviser representatives adhere to a Code of Ethics and are supervised by the company's board of directors.
$72,409,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Alexandria, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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