Virginia · 41 advisers
Financial Advisors in Alexandria, Virginia
Looking for a financial advisor in Alexandria, Virginia? Falists indexes 41 SEC-registered and state-registered investment advisers in Alexandria — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 36 firms list a website you can visit directly. Firms in this directory manage up to $9.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
41
With website
36
Largest AUM
$9.10B
Financial planning
19
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Alexandria
Ranked by AUM · Fees, team & specialties at a glance
COLUMBIA CAPITAL
Alexandria, VA
AUM
$9.10B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-519-2000
MOTLEY FOOL ASSET MANAGEMENT
Alexandria, VA
AUM
$2.60B
Team
12 advisors
Clients
—
Fees
Percentage of AUM
703-302-1100
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$1.60B
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM
844-408-4390
THE EDGAR LOMAX COMPANY
Alexandria, VA
AUM
$1.42B
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
703-719-0026
DC CAPITAL PARTNERS MANAGEMENT, L.P.
Alexandria, VA
AUM
$1.40B
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(202) 737-5220
AVENIR CORPORATION
Alexandria, VA
AUM
$849.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(202) 659-4427
MONUMENT WEALTH MANAGEMENT
Alexandria, VA
AUM
$531.7M
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
703-504-9600
MCLAUGHLIN RYDER INVESTMENTS, INC.
Alexandria, VA
AUM
$522.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-684-9222
WESTBOURNE INVESTMENTS, INC.
Alexandria, VA
AUM
$276.4M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-294-6880
RETIREMENT PLANOLOGY, INC.
Alexandria, VA
AUM
$265.9M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
703-595-2829
ROCKBRIDGE ASSET MANAGEMENT, LLC
Alexandria, VA
AUM
$218.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571.982.5398
MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
Alexandria, VA
AUM
$204.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
703-548-2555
8TH STREET INVESTMENTS, LLC
Alexandria, VA
AUM
$166.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 519-0962
PIEDMONT WEALTH MANAGEMENT
Alexandria, VA
AUM
$156.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(703) 518 - 8361
FIRST GEORGETOWN SECURITIES, INC
Alexandria, VA
AUM
$115.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
703-519-7700
KATZ FAMILY FINANCIAL ADVISORS, LLC
Alexandria, VA
AUM
$110.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-961-6030
CRAFTWORK CAPITAL LLC
Alexandria, VA
AUM
$102.1M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 596-5575
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Alexandria, VA
AUM
$91.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-544-2300
MASSIE FINANCIAL PLANNING INC.
Alexandria, VA
AUM
$66.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(571) 895-2969
ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
Alexandria, VA
AUM
$64.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-535-5921
WESLING FINANCIAL PLANNING SERVICES CORP.
Alexandria, VA
AUM
$60.0M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 768-7679
LASTING LEGACY WEALTH MANAGEMENT, LLC
Alexandria, VA
AUM
$59.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-842-4333
RENEW WEALTH MANAGEMENT LLC
Alexandria, VA
AUM
$57.0M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(703) 737-2220
STOCK PLAN ADVISORY GROUP LLC
Alexandria, VA
AUM
$19.4M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
202-680-3393
More cities in Virginia
Common questions
- How many financial advisors are in Alexandria, Virginia?
- 41 registered investment advisers are listed in our Alexandria directory, sourced from public SEC filings.
- What types of advisors are in Alexandria?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Alexandria?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.