Financial advisers in Alexandria, VA
18 registered investment adviser firms in Alexandria managing $22.0B in assets, based on public SEC Form ADV filings.
Columbia Capital
Alexandria, VA · Est. 2022
- AUM
- $9.1B
- Per adviser
- $700M
- Advisers
- 13
No reported disclosures
Motley Fool Asset Management
Alexandria, VA · Est. 2009
- AUM
- $2.6B
- Per adviser
- $217M
- Advisers
- 12
No reported disclosures
Oxford Finance Advisors, LLC
Alexandria, VA · Est. 2022
- AUM
- $2.4B
- Per adviser
- $30M
- Advisers
- 80
No reported disclosures
Motley Fool Wealth Management, LLC
Alexandria, VA · Est. 2013
- AUM
- $1.6B
- Per adviser
- $57M
- Advisers
- 28
No reported disclosures
The Edgar Lomax Company
Alexandria, VA · Est. 1983
- AUM
- $1.4B
- Per adviser
- $203M
- Advisers
- 7
No reported disclosures
Dc Capital Partners Management, L.P.
Alexandria, VA · Est. 2017
- AUM
- $1.4B
- Per adviser
- $93M
- Advisers
- 15
No reported disclosures
Avenir Corporation
Alexandria, VA · Est. 1988
- AUM
- $849M
- Per adviser
- $283M
- Advisers
- 3
No reported disclosures
Monument Wealth Management
Alexandria, VA · Est. 2012
- AUM
- $532M
- Per adviser
- $66M
- Advisers
- 8
No reported disclosures
Mclaughlin Ryder Investments, INC.
Alexandria, VA · Est. 2016
- AUM
- $522M
- Per adviser
- $261M
- Advisers
- 2
No reported disclosures
Westbourne Investments, INC.
Alexandria, VA · Est. 1990
- AUM
- $276M
- Per adviser
- $55M
- Advisers
- 5
No reported disclosures
Retirement Planology, INC.
Alexandria, VA · Est. 2014
- AUM
- $266M
- Per adviser
- $133M
- Advisers
- 2
No reported disclosures
Rockbridge Asset Management, LLC
Alexandria, VA · Est. 2024
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Mcginn Penninger Investment Management INC.
Alexandria, VA · Est. 1992
- AUM
- $204M
- Per adviser
- $68M
- Advisers
- 3
No reported disclosures
8th Street Investments, LLC
Alexandria, VA · Est. 2021
- AUM
- $167M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Piedmont Wealth Management
Alexandria, VA · Est. 2026
- AUM
- $156M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Portfolio Advisory Group, INC.
Alexandria, VA · Est. 2026
- AUM
- $116M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Evolutionary Tree Capital Management, LLC
Alexandria, VA · Est. 2020
- AUM
- $92M
- Per adviser
- $23M
- Advisers
- 4
No reported disclosures
Union Street Partners LLC
Alexandria, VA · Est. 2011
- AUM
- $86M
- Per adviser
- $43M
- Advisers
- 2
No reported disclosures