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Advisers in Alexandria, VA

24 advisers in Alexandria — 24 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (17)Hourly fees (10)Flat / fixed fees (15)Retirement plan consulting (3)

All advisers

8th Street Investments, LLC1800 Diagonal Road, Suite 600 · Alexandria, VA 22314 · (703) 519-0962 · Financial planningCRD 148727 · % of assets, Hourly charges, Fixed fees · $166.9 million AUMSEC registeredNo commissions reportedAmerican Executive Advisors, LLC3931 San Leandro Place · Alexandria, VA 22309 · (202) 769-1202 · Financial planningCRD 306477 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedArkagos Advisors & Asset Management, INC.218 N Lee St, Ste 316 · Alexandria, VA 22314 · (703) 535-5921 · Financial planningCRD 315366 · % of assets, Fixed fees · $64.5 million AUMState registeredNo commissions reportedAvenir Corporation277 South Washington Street, Suite 350 · Alexandria, VA 22314 · (202) 659-4427 · % of assets managedCRD 110545 · % of assets · $849.3 million AUMSEC registeredNo commissions reportedCraftwork Capital LLC201 N. Union St, Suite 110 · Alexandria, VA 22314 · (703) 596-5575 · Financial planningCRD 311626 · % of assets, Hourly charges, Fixed fees · $102.1 million AUMState registeredNo commissions reportedEvolutionary Tree Capital Management, LLC1199 N. Fairfax St., Suite 801 · Alexandria, VA 22314 · (703) 544-2300 · % of assets managedCRD 291127 · % of assets · $91.7 million AUMSEC registeredNo commissions reportedFirst Georgetown Securities, INC1700 Diagonal Rd., Suite 200 · Alexandria, VA 22314 · (703) 519-7700 · % of assets managedCRD 5871 · % of assets · $115.7 million AUMSEC registeredNo commissions reportedIconic Wealth Management217 N Royal St · Alexandria, VA 22314 · (703) 891-9518 · Financial planningCRD 287846 · % of assets, Fixed fees · $18.6 million AUMState registeredNo commissions reportedKatz Family Financial Advisors, LLC3307 Duke Street · Alexandria, VA 22314 · (301) 961-6030 · Financial planningCRD 133600 · % of assets · $110.9 million AUMState registeredNo commissions reportedLasting Legacy Wealth Management, LLC228 South Washington St, Unit B10 · Alexandria, VA 22314 · (703) 842-4333 · Financial planningCRD 328107 · % of assets, Hourly charges, Fixed fees · $59.3 million AUMState registeredNo commissions reported
Massie Financial Planning INC.277 South Washington Street, Suite 210 · Alexandria, VA 22314 · (571) 895-2969 · Financial planningCRD 324095 · % of assets, Fixed fees · $66.0 million AUMState registeredNo commissions reportedMcGinn Penninger Investment Management INC.277 S. Washington Street, Suite 340 · Alexandria, VA 22314 · (703) 548-2555 · % of assets managedCRD 107396 · % of assets · $204.4 million AUMSEC registeredNo commissions reportedMcLaughlin Ryder Investments, INC.1421 Prince Street, Suite 200 · Alexandria, VA 22314 · (703) 684-9222 · Financial planningCRD 147529 · % of assets, Hourly charges, Fixed fees · $522.1 million AUMSEC registeredNo commissions reportedMer Capital Management, LLC1729 King St, Suite 310 · Alexandria, VA 22314 · (703) 740-1765 · % of assets managedCRD 300869 · % of assets · $828,765 AUMState registeredNo commissions reportedMonument Wealth Management1940 Duke Street, Suite 6100 · Alexandria, VA 22314 · (703) 504-9600 · Financial planningCRD 159882 · % of assets, Fixed fees · $648.4 million AUMSEC registeredNo commissions reportedPiedmont Wealth Management100 S. Fairfax Street · Alexandria, VA 22314 · (703) 518-8361 · Financial planningCRD 340285 · % of assets, Hourly charges, Fixed fees · $156.1 million AUMSEC registeredNo commissions reportedPortfolio Advisory Group, INC.5425 Duke Street · Alexandria, VA 22304 · (703) 461-9193 · Financial planningCRD 116011 · % of assets, Hourly charges · $115.8 million AUMSEC registeredNo commissions reportedRenew Wealth Management LLC277 South Washington Street, Suite 210 · Alexandria, VA 22314 · (703) 737-2220 · Financial planningCRD 329069 · % of assets, Hourly charges, Fixed fees · $57.0 million AUMState registeredNo commissions reportedRockbridge Asset Management, LLC225 Reinekers Lane, Suite 625 · Alexandria, VA 22314 · (571) 982-5398 · % of assets managedCRD 329880 · % of assets, Performance-based fees · $218.0 million AUMSEC registeredNo commissions reportedStock Plan Advisory Group LLC429 North Saint Asaph St · Alexandria, VA 22314 · (202) 680-3393 · Financial planningCRD 314680 · % of assets, Fixed fees, Other · $19.4 million AUMState registeredNo commissions reportedTesfaye O'Neill Financial6350 Walker Lane, Suite 530 · Alexandria, VA 22310 · (703) 705-2011 · Financial planningCRD 322859 · % of assetsState registeredNo commissions reportedThe Edgar Lomax Company5971 Kingstowne Village Parkway, Suite 240 · Alexandria, VA 22315 · (703) 719-0026 · Hourly feesCRD 105444 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedWesling Financial Planning Services Corp.6621 Wakefield Dr, Suite 113 · Alexandria, VA 22307 · (703) 768-7679 · Financial planningCRD 141424 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedWestbourne Investments, INC.2121 Eisenhower Avenue, Suite 605 · Alexandria, VA 22314 · (703) 294-6880 · Financial planningCRD 37499 · % of assets, Fixed fees · $276.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Alexandria? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.