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 | |||
| 2 | Assets under management $8,631,279,440 Number of advisors 72 advisors | |||
| 3 | Assets under management $7,406,529,807 Number of advisors 0 advisors | |||
| 4 | Assets under management $914,852,094 Number of advisors 8 advisors | |||
| 5 | Assets under management $791,099,550 Number of advisors 16 advisors | |||
| 6 | Assets under management $449,930,240 Number of advisors 8 advisors | |||
| 7 | Assets under management $103,616,000 Number of advisors 1 advisors | |||
| 8 | Assets under management $62,000,000 Number of advisors 1 advisors | |||
| 9 | Assets under management $59,499,201 Number of advisors 1 advisors | |||
| 10 | Assets under management $53,836,052 Number of advisors 7 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 Arlington, 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.
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 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)
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 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)
Collateral Management
E*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 Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Broad 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 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)
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 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)
Selection Of Other Advisers
The 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 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)
Opulen Financial Group, LLC
Opulen Financial Group, LLC was founded in June 2009 and began offering investment advisory services in 2014. The firm specializes in asset management, offering discretionary and non-discretionary services tailored to individual client goals, risk tolerance, and investment objectives. They also provide financial planning and consulting services on an hourly fee basis, covering various financial aspects like cash flow planning, investment planning, retirement planning, and estate wealth transfer strategies. The firm's fee structure for asset management is based on a percentage of assets under management, ranging from 0.75% to 1.75%, depending on the total assets. They may also manage accounts for family and friends without charge and offer reduced fees for combined accounts within the same household. Opulen Financial Group does not charge performance-based fees and does not receive external compensation for the sale of securities to clients. Thomas J. Cymer, the managing member, holds multiple professional certifications, including CFA, CFP®, CRPC, and CMT. He also operates an insurance agency, which represents a potential conflict of interest, but clients are not obligated to purchase insurance products through him. Mr. Cymer spends approximately 10% of his time on this insurance practice. The firm does not have any disciplinary information, and Mr. Cymer is solely responsible for the supervision and formulation of investment advice provided to clients.
$103,616,000 under management
1 advisor
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
Pension Consulting Services
Educational Seminars/workshops
U.s. Advisors, Inc.
U.S. Advisors, Inc. is an investment advisory firm established in 1999, with services provided by Dixie Butler, the President and CEO. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and hourly financial consulting. USA primarily recommends mutual funds and exchange-traded funds (ETFs) to clients, but may also consider individual stocks, bonds, certificates of deposit, and other investment instruments. The firm does not provide wrap fee services or recommend third-party advisors. Clients are required to have an aggregate account value of $250,000, although this amount is negotiable. USA charges asset advisory fees based on a tiered schedule, with fees ranging from 0.50% to 1.50% depending on the account value. Financial planning and hourly financial consulting services are billed separately at $175 per hour. USA's investment strategy focuses on establishing an appropriate asset allocation mix based on client goals, objectives, time horizon, and risk tolerance. The firm emphasizes long-term investing and may accept limitations or restrictions on client accounts. Clients have the option to direct USA to use a different broker/dealer or custodian. The firm's code of ethics prioritizes client interests, and USA does not receive compensation for client referrals. USA does not vote on client securities or provide legal advice. Clients receive account statements directly from custodians, and USA reviews client portfolios semi-annually. Dixie Butler, the President, holds various licenses and designations, including Certified Financial Planner (CFP®), and has over 25 years of experience in the industry.
$62,000,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Hourly Financial Consultations
H. L. Lichstrahl & Company, LLC
H. L. Lichstrahl & Company, LLC, led by Howard L. Lichstrahl, was established in Arlington, Virginia. Howard L. Lichstrahl, the Managing Member and Chief Investment and Compliance Officer, has over 30 years of experience in the financial industry, including roles at Legg Mason, Performance Capital Management, and Shearson Lehman Bros./E.F. Hutton & Co. He holds a Bachelor of Arts from The City College of New York and a Master of Business Administration from The University of Miami. Mr. Lichstrahl operates as a fiduciary, ensuring that client interests are prioritized over personal interests. The firm's investment philosophy revolves around compliance with a Code of Ethics, client confidentiality, and suitability reviews. Mr. Lichstrahl is a state-registered advisor who has passed the Series 65 exam. The firm does not engage in other investment advisory activities, and Mr. Lichstrahl does not receive additional compensation beyond the services provided by H. L. Lichstrahl & Company, LLC. Clients can contact Mr. Lichstrahl for inquiries at (703)934-4777 or [email protected].
$59,499,201 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Omega Wealth Management LLC
Omega Wealth Management, LLC is a registered investment adviser established in 1999, located in Arlington, VA. The firm offers Life/Wealth Planning services with an annual fee ranging from $15,000 to $55,000, and Investment Management services with fees generally at 0.35% annually, negotiable based on client net worth. Clients have investment discretion but can set restrictions. The firm provides ongoing financial life planning, investment management based on goals, risk tolerance, and tax considerations, and may use sub-advisers for certain strategies. They offer Canopy Planning Services for simplified financial planning and a Second Opinion Service for clients' friends and family. OWM does not offer performance-based fees or side-by-side management. The firm conducts account reviews at least semi-annually and does not vote proxies for clients. OWM has no reportable disciplinary events and does not have custody of client assets. Clients have the option to pay fees directly from their accounts. The firm does not provide specific investment advice in legal proceedings. OWM has no financial conditions that would impair its ability to meet obligations.
$53,836,052 under management
7 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
Educational Seminars/workshops
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 Arlington, 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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