Fee-OnlyFinder

% of assets managed in Arlington, VA

23 advisers in Arlington offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 23

Broad Run Investment Management, LLC1530 Wilson Blvd, Suite 530 · Arlington, VA 22209 · (703) 260-1260 · % of assets managedCRD 165067 · % of assets · $681.8 million AUMSEC registeredNo commissions reportedCope Connelly1700 N. Moore St., Suite 1130 · Arlington, VA 22209 · (888) 336-8402 · Financial planningCRD 311665 · % of assets, Fixed fees · $151.1 million AUMSEC registeredNo commissions reportedCoretegic Capital, LLC2720 S Arlington Mill Dr Unit 105 · Arlington, VA 22206 · (703) 261-9449 · Financial planningCRD 291343 · % of assets, Hourly charges, Fixed fees · $16.1 million AUMState registeredNo commissions reportedDoxa Capital, LLC1201 Wilson Blvd · Arlington, VA 22209 · (703) 638-8838 · Financial planningCRD 174851 · % of assets · $71.0 million AUMState registeredNo commissions reportedEjf Capital LP2107 Wilson Boulevard, Suite 410 · Arlington, VA 22201 · (703) 997-5728 · % of assets managedCRD 138854 · % of assets, Performance-based fees, Other · $6.1 billion AUMSEC registeredNo commissions reportedEmerald Investments, INC.1655 Fort Myer Drive, Office 759 · Arlington, VA 22209 · (216) 704-5283 · Financial planningCRD 120750 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedEvermay Wealth Management, LLC3901 Fairfax Drive, Suite 400 · Arlington, VA 22203 · (703) 822-5696 · Financial planningCRD 149230 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGlover Park Wealth Management, LLC4201 Wilson Boulevard, 3rd Floor, Suite 27 · Arlington, VA 22203 · (202) 926-3636 · Financial planningCRD 309793 · % of assets, Hourly charges, Fixed fees · $144.3 million AUMSEC registeredNo commissions reportedGrey Owl Capital Management, LLC4250 Fairfax Drive, Suite 600 · Arlington, VA 22203 · (703) 459-9400 · % of assets managedCRD 149998 · % of assets · $47.7 million AUMState registeredNo commissions reportedH. L. Lichstrahl & Company, LLC1550 Wilson Boulevard, Suite 700 · Arlington, VA 22209 · (703) 934-4777 · % of assets managedCRD 112124 · % of assets · $82.0 million AUMState registeredNo commissions reported
Jade & Cowry LLC1100 North Glebe Road Suite 1010 · Arlington, VA 22201 · (703) 594-1706 · Financial planningCRD 154129 · % of assets, Hourly charges, Fixed fees · $65.1 million AUMState registeredNo commissions reportedMills Value Adviser INC3101 Wilson Blvd., Suite 500 · Arlington, VA 22201 · (804) 640-8649 · % of assets managedCRD 105886 · % of assets, Performance-based fees · $9.0 million AUMState registeredNo commissions reportedMountain View Wealth Management LLC2611 S Clark St., Suite 664 · Arlington, VA 22202 · (540) 219-8462 · Financial planningCRD 287865 · % of assets · $54.2 million AUMState registeredNo commissions reportedNhabla2300 Wilson Blvd., Suite 700 #1076 · Arlington, VA 22201 · (202) 599-3614 · Financial planningCRD 313311 · % of assets · $33.3 million AUMState registeredNo commissions reportedOmega Wealth Management LLC4501 N Fairfax Drive, Suite 602 · Arlington, VA 22203 · (703) 387-0919 · Financial planningCRD 132580 · % of assets, Hourly charges, Fixed fees · $309.7 million AUMSEC registeredNo commissions reportedOpulen Financial Group, LLC3101 Wilson Blvd, Suite 500 · Arlington, VA 22201 · (571) 299-2053 · Financial planningCRD 173963 · % of assets, Hourly charges, Fixed fees · $171.8 million AUMSEC registeredNo commissions reportedPlandeavor1530 Wilson Blvd Ste 650 · Arlington, VA 22209 · (202) 599-2331 · Financial planningCRD 331046 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedSands Capital Horizons, LLC1000 Wilson Blvd., Suite 3000 · Arlington, VA 22209 · (703) 562-4000 · Financial planningCRD 335568 · % of assets, Fixed fees, Performance-based fees · $466.9 million AUMSEC registeredNo commissions reportedSands Capital Management, LLC1000 Wilson Blvd., Suite 3000 · Arlington, VA 22209 · (703) 562-4000 · % of assets managedCRD 137610 · % of assets, Performance-based fees · $44.3 billion AUMSEC registeredNo commissions reportedStrategic Investment Management, LLC1001 19th St. N.,16th FL. · Arlington, VA 22209 · (703) 243-4433 · Flat / fixed feesCRD 104862 · % of assets, Fixed fees, Performance-based fees · $35.5 billion AUMSEC registeredNo commissions reportedThe Ithaka Group, LLC3811 N Fairfax Drive, Suite 720 · Arlington, VA 22203 · (240) 395-5000 · % of assets managedCRD 146975 · % of assets, Performance-based fees · $572.1 million AUMSEC registeredNo commissions reportedTitanrex1205 N. Garfield Street, Suite 609 · Arlington, VA 22201 · (202) 455-9155 · Financial planningCRD 324598 · % of assets, Hourly charges, Fixed fees · $606,864 AUMState registeredNo commissions reportedU.S. Advisors, INC.3101 Wilson Blvd, Suite 500 · Arlington, VA 22201 · (540) 885-1011 · Financial planningCRD 117401 · % of assets, Hourly charges · $70.0 million AUMState registeredNo commissions reported