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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Arlington, Virginia
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Arlington, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 22 vetted financial advisors and non-vetted financial advisors in Arlington, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Arlington, Virginia have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Arlington, Virginia
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Top Financial Advisor Firms in Arlington, Virginia (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, INC. 800 N. Glebe Road, Arlington, VA, 22203 | 110473 | $63,288,614,312 | 87 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON) |
| SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209 | 137610 | $38,906,541,054 | 402 | A Percentage of AUM, Performance Based |
| STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | 104862 | $24,901,888,467 | 75 | A Percentage of AUM, Fixed Fees, Performance Based |
| EJF CAPITAL LLC 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | 138854 | $8,631,279,440 | 565 | A Percentage of AUM, Performance Based, Other (PLATFORM FEES) |
| HOMESTEAD ADVISERS CORP. 4301 Wilson Blvd., Arlington, VA, 22203-1860 | 109845 | $6,964,910,850 | 21 | A Percentage of AUM, Other (COST REIMBURSABLE.) |
| SANDS CAPITAL VENTURES, LLC 1000 Wilson Boulevard, Suite 3000 Arlington, VA, 22209 | 155517 | $2,697,019,354 | 28 | A Percentage of AUM, Performance Based |
| WEST POTOMAC CAPITAL LLC 4250 Fairfax Drive, Suite 600 Arlington, VA, 22203 | 309094 | $2,547,172,000 | 1 | Other (PER PARTICIPANT FEES) |
| WINSTON CAPITAL MANAGEMENT LLC 2311 Wilson Boulevard, Suite 600 Arlington, VA, 22201 | 111450 | $1,894,656,493 | 9 | A Percentage of AUM, Performance Based |
| BROAD RUN INVESTMENT MANAGEMENT, LLC 1530 Wilson Blvd, Suite 530 Arlington, VA, 22209 | 165067 | $914,852,094 | 190 | A Percentage of AUM |
| EVERMAY WEALTH MANAGEMENT, LLC 1776 Wilson Boulevard, Suite 520 Arlington, VA, 22209 | 149230 | $799,519,256 | 1095 | A Percentage of AUM, Fixed Fees |
| GEF CAPITAL PARTNERS 1300 17th Street North, Suite 860 Arlington, VA, 22209 | 293329 | $646,000,000 | 18 | A Percentage of AUM, Performance Based, Other (NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES) |
| WASHINGTON HARBOUR PARTNERS LP 1201 Wilson Blvd., 22nd Floor Arlington, VA, 22209 | 309915 | $584,038,467 | 29 | A Percentage of AUM, Performance Based |
| THE ITHAKA GROUP, LLC 3811 N Fairfax Drive, Suite 720 Arlington, VA, 22203 | 146975 | $449,930,240 | 214 | A Percentage of AUM, Performance Based |
| ALBRIGHT CAPITAL MANAGEMENT LP 1101 Wilson Blvd., 6th Floor Arlington, VA, 22209 | 133613 | $346,216,962 | 7 | A Percentage of AUM, Performance Based |
| OMEGA WEALTH MANAGEMENT LLC 200 N. Glebe Road, Suite 730 Arlington, VA, 22203 | 132580 | $203,258,146 | 618 | A Percentage of AUM, Hourly charges, Fixed Fees |
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