Top 10 financial advisors in Arlington, VA
We’ve curated a list of the best financial advisors in Arlington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$38,906,541,054
Number of advisors
181 advisors
| $38,906,541,054 | 181 advisors | |
| 2 |
Assets under management
$8,631,279,440
Number of advisors
72 advisors
| $8,631,279,440 | 72 advisors | |
| 3 |
Assets under management
$7,406,529,807
Number of advisors
0 advisors
| $7,406,529,807 | 0 advisors | |
| 4 |
Assets under management
$2,697,019,354
Number of advisors
105 advisors
| $2,697,019,354 | 105 advisors | |
| 5 |
Assets under management
$1,047,062,827
Number of advisors
12 advisors
| $1,047,062,827 | 12 advisors | |
| 6 |
Assets under management
$914,852,094
Number of advisors
8 advisors
| $914,852,094 | 8 advisors | |
| 7 |
Assets under management
$791,099,550
Number of advisors
16 advisors
| $791,099,550 | 16 advisors | |
| 8 |
Assets under management
$646,000,000
Number of advisors
29 advisors
| $646,000,000 | 29 advisors | |
| 9 |
Assets under management
$584,038,467
Number of advisors
7 advisors
| $584,038,467 | 7 advisors | |
| 10 |
Assets under management
$449,930,240
Number of advisors
8 advisors
| $449,930,240 | 8 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.
Methodology
To generate our top financial advisors list in Arlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Sands Capital Management, LLC
Sands Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $38,906,541,054 of assets under management and employs about 181 people. Sands Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$38,906,541,054 under management
181 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Ejf Capital LLC
Ejf Capital LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $8,631,279,440 of assets under management and employs about 72 people. Ejf Capital LLC uses a fee structure of a percentage of assets under your management, performance-based fees and platform fees.
$8,631,279,440 under management
72 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PLATFORM FEES
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Collateral ManagementE*trade Capital Management, LLC
E*trade Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $7,406,529,807 of assets under management and employs about 0 people. E*trade Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
$7,406,529,807 under management
0 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersSands Capital Ventures, LLC
Sands Capital Ventures, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $2,697,019,354 of assets under management and employs about 105 people. Sands Capital Ventures, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,697,019,354 under management
105 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesWinston Capital Management LLC
Winston Capital Management LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $1,047,062,827 of assets under management and employs about 12 people. Winston Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,047,062,827 under management
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersBroad Run Investment Management, LLC
Broad Run Investment Management, LLC, led by Brian E. Macauley, CFA, was established in 2012 and is based in Arlington, Virginia. Brian Macauley serves as the Portfolio Manager and Managing Member of the firm. With a Bachelor of Science in Commerce and a Chartered Financial Analyst (CFA) designation, Macauley has a strong educational background and over a decade of experience in the financial industry. The firm operates as a fee-only advisor, with no reportable disciplinary actions against Macauley. He does not engage in other business activities that involve commissions or bonuses based on the sale of securities. Macauley is also not compensated for advisory services involving performance-based fees. As a CFA charterholder, Macauley upholds high ethical standards, placing clients' interests first and maintaining independence and objectivity. The firm's oversight process ensures adherence to policies regarding recommendations to clients. Clients can expect comprehensive and current knowledge in investment decision-making, as the CFA Program curriculum covers a wide range of investment topics. Clients of Broad Run Investment Management can benefit from Macauley's expertise, ethical approach, and commitment to professional standards, making the firm a reputable choice for those seeking investment management services.
$914,852,094 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Evermay Wealth Management, LLC
Evermay Wealth Management, LLC is an investment adviser firm based in Arlington, Virginia, established in December 2008. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various entities. Evermay provides both discretionary and non-discretionary investment management services, including financial planning and retirement plan consulting. The firm follows a fiduciary standard, acting in the best interests of clients and providing full disclosure of material facts and conflicts of interest. Clients have the ability to place restrictions on investments, and Evermay offers a team-centric approach to financial planning and investment management. The firm invests in a variety of instruments, including equities, bonds, mutual funds, private funds, and third-party managers. Evermay charges an asset-based annual fee for investment management services, with a tiered fee schedule based on account market value. The firm does not engage in performance-based fees or side-by-side management. Clients receive regular account reviews, and custody of client assets is held by qualified custodians. Evermay does not exercise proxy voting authority over client securities. The firm does not vote proxies on behalf of itself and does not disclose financial information as it meets specific criteria. Clients are encouraged to contact Evermay's Chief Compliance Officer for
$791,099,550 under management
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersGef Capital Partners
Gef Capital Partners is a financial advisory firm based in Arlington, Virginia. It currently has approximately $646,000,000 of assets under management and employs about 29 people. Gef Capital Partners uses a fee structure of a percentage of assets under your management, performance-based fees and negotiated annual fees, portfolio monitoring fees.
$646,000,000 under management
29 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES
Services offered
Portfolio Management For Pooled Investment VehiclesWashington Harbour Partners Lp
Washington Harbour Partners Lp is a financial advisory firm based in Arlington, Virginia. It currently has approximately $584,038,467 of assets under management and employs about 7 people. Washington Harbour Partners Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$584,038,467 under management
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesThe Ithaka Group, LLC
The Ithaka Group, LLC is an independent SEC registered investment management company established in 2008, headquartered in Arlington, Virginia. The firm specializes in investing clients' money in high-quality growth companies, offering both discretionary and non-discretionary investment advisory services to individuals, entities, and institutions. They focus on a single management style, concentrated growth, investing in publicly-listed high-quality growth companies for long-term capital appreciation across various portfolio styles. As of the end of 2024, Ithaka had discretionary authority to manage accounts with assets totaling approximately $555 million. The firm generally charges advisory fees based on a percentage of assets under management, with fees varying based on the amount of assets managed. Ithaka may charge different fees to different clients and offers sub-advisory services to SEC registered investment companies. Clients must have a minimum account size of $500,000 for managed accounts, with a minimum of $100,000 for accounts participating in a wrap fee program. Ithaka primarily uses fundamental analysis methods and focuses on large, mid, and small capitalization stocks with substantial growth potential. The firm does not have any disciplinary events to report and does not receive soft-dollar benefits. Clients have the option to delegate proxy voting discretion to Ithaka, and the firm votes client shares based on recommendations from Broadridge's ProxyEdge platform.
$449,930,240 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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.
Methodology
To generate our top financial advisors list in Arlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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