Top financial advisors in Fairfax, VA
We’ve curated a list of the best financial advisors in Fairfax, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$445,914,061
Number of advisors
8 advisors
| $445,914,061 | 8 advisors | |
| 2 |
Assets under management
$273,795,115
Number of advisors
8 advisors
| $273,795,115 | 8 advisors | |
| 3 |
Assets under management
$233,927,567
Number of advisors
3 advisors
| $233,927,567 | 3 advisors | |
| 4 |
Assets under management
$108,000,000
Number of advisors
3 advisors
| $108,000,000 | 3 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 Fairfax, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairfax. 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.
Wolf Group Capital Advisors
Wolf Group Capital Advisors is a financial advisory firm based in Fairfax, Virginia. It currently has approximately $445,914,061 of assets under management and employs about 8 people. Wolf Group Capital Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$445,914,061 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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 AdvisersAspect Partners, LLC
Aspect Partners, LLC, operating as Aspect Labs, is a financial advisor firm based in Fairfax, VA, established in 1999. The firm offers a range of investment advisory services to individuals, non-profits, institutions, retirement plans, and other clients. Services include Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Aspect Partners acts as a fiduciary, committed to acting in the best interest of clients. Investment strategies include Asset Allocation, Fixed Income, Long-Term Purchases, Margin Transactions, and Short-Term Purchases. The firm utilizes quantitative analysis, technical analysis, and third-party money manager analysis in formulating investment advice. Clients can grant investment discretion to the firm, allowing for securities transactions on their behalf. Aspect Partners does not accept proxy authority to vote client securities. The firm's fee structure is based on a percentage of assets under management, with fees ranging up to 2.25%. Aspect Partners does not receive soft dollars in excess of what is allowed by regulations. The firm does not provide financial information in the brochure as it does not require prepayment exceeding $1,200, does not take custody of client funds, and has no financial condition impairing its obligations.
$273,795,115 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersReframe Wealth, LLC
Reframe Wealth, LLC is a financial advisory firm based in Fairfax, Virginia. It currently has approximately $233,927,567 of assets under management and employs about 3 people. Reframe Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$233,927,567 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersKirk Capital Advisors LLC
Kirk Capital Advisors LLC is a registered investment adviser based in Vienna, VA, providing investment advisory services since March 2021. The firm's owner, W. Kirk Taylor, CFP®, has been in the financial industry since 1988. Kirk Capital Advisors offers discretionary portfolio management services tailored to individual circumstances and investment objectives. Clients are required to grant the firm discretion over the selection and amount of securities to be bought or sold. The firm uses model portfolios designed for varying risk tolerances and provides discretionary management services for certain held-away retirement accounts. Kirk Capital Advisors charges a fee based on a percentage of assets under management, with a negotiable fee structure. The firm typically requires a minimum account size of $500,000 and charges a minimum annual fee of $5,000. Financial planning services are also offered at a negotiable hourly fee of $300. The firm does not accept performance-based fees or participate in side-by-side management. Clients include individuals and high-net-worth individuals, with the option to combine account values to determine applicable fees. Kirk Capital Advisors employs various methods of analysis and investment strategies, including charting analysis, technical analysis, fundamental analysis, and modern portfolio theory. Clients are advised on equity securities, corporate debt securities, mutual funds, ETFs, and real estate investment trusts. The firm does not have any disciplinary information to disclose and does not engage in client referrals for compensation. Clients are responsible for voting on their securities, and the firm does not vote proxies on their behalf. Kirk Capital Advisors does not have custody of client funds but exercises limited custody for fee deduction purposes. The firm has a fiduciary duty to act in clients' best interests and maintains a Code of Ethics to ensure professional standards of conduct. Clients are encouraged to consult with a tax professional regarding investments. The firm has a conflict of interest policy and does not receive compensation for recommending IRA rollovers. Kirk Capital Advisors does not participate in class action lawsuits or initiate litigation on behalf of clients. Clients are encouraged to carefully consider the options before rolling over retirement funds to an IRA managed by the firm.
$108,000,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio 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.
Methodology
To generate our top financial advisors list in Fairfax, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fairfax. 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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