Top financial advisors in Tysons Corner, VA
We’ve curated a list of the best financial advisors in Tysons Corner, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$507,422,918
Number of advisors
11 advisors
| $507,422,918 | 11 advisors | |
| 2 |
Assets under management
$106,159,273
Number of advisors
1 advisors
| $106,159,273 | 1 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 Tysons Corner, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tysons Corner. 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.
Harbour Capital Advisors, LLC
Harbour Capital Advisors, LLC is a registered investment adviser established in 2011, offering discretionary investment advisory services on a fee-only basis. The firm specializes in providing family office services to clients with a minimum asset level of $10,000,000, including investment management, administrative, and planning services. The annual investment advisory fee ranges from 0.40% to 1.15% based on the market value of assets under management. The firm's investment philosophy focuses on asset allocation, diversification, and utilizing a Core-Satellite approach to manage client portfolios. Clients of Harbour Capital Advisors are primarily ultra-high-net-worth families and charitable organizations, with an annual minimum fee of $15,000 for investment management services. The firm does not accept performance-based fees and acts as a fiduciary for clients, providing investment discretion and voting client securities unless directed otherwise. The firm's Chief Compliance Officer oversees compliance with regulations and client account reviews are conducted regularly. Harbour Capital Advisors does not engage in wrap fee programs and maintains a Code of Ethics to prevent the misuse of material non-public information. The firm does not participate in directed brokerage arrangements and recommends Pershing as the broker-dealer/custodian for client accounts. Clients receive quarterly account statements and performance reports, and the firm's Proxy Voting Policy guides proxy voting decisions. The firm has no financial conditions impairing its ability to meet commitments and has not been subject to bankruptcy. Clients can contact the Chief Compliance Officer for any inquiries regarding the firm's disclosures and operations.
$507,422,918 under management
11 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 Pooled Investment VehiclesFamily Office ServicesRetirewise Cfp
Asset Harvest Group, LLC, operating as Retire Wise CFP, is a registered investment adviser based in Tysons Corner, Virginia, established in 2008. The firm specializes in financial planning, consulting, and investment management services. They offer a broad range of financial planning services, including retirement, tax, estate, insurance, and college planning. Clients have discretion over their investments, with the firm managing portfolios on a discretionary or non-discretionary basis. Asset Harvest Group charges fixed fees for financial planning services, ranging from $1,500 to $20,000, and investment management fees based on assets under management, with rates starting at 1.00%. The firm recently filed for SEC registration due to exceeding $100 million in assets under management. They may engage third-party solicitors but ensure clients referred by them do not incur higher fees. The firm does not provide performance-based fees and offers services to various client types, including individuals, trusts, and corporations. Asset Harvest Group employs fundamental analysis for securities and offers long-term investment strategies based on Modern Portfolio Theory. Clients are advised on risks associated with investments, including market, volatility, interest rate, and business risks. The firm recommends utilizing National Financial Services LLC and Fidelity Brokerage Services LLC for client transactions. Clients receive regular account statements and reports, and the firm has custody of client funds with qualified custodians. Asset Harvest Group exercises investment discretion and does not vote client securities. The firm has no disciplinary events and does not require prepayment of fees or have financial conditions that may impair client commitments.
$106,159,273 under management
1 advisor
Fee structure
A percentage of assets under your management
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 Tysons Corner, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tysons Corner. 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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