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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Arlington is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Arlington & pick the one as per your needs
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 24 vetted financial advisors and 21 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 20 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209 | 137610 | $45,003,485,534 | 354 | A percentage of AUM, Performance Based |
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.,17th Fl., Arlington, VA, 22209-1722 | 104862 | $26,988,658,396 | 84 | A percentage of AUM, Fixed fees, Performance Based |
HOMESTEAD ADVISERS CORP. 4301 Wilson Blvd., Arlington, VA, 22203-1860 | 109845 | $7,208,407,391 | 20 | A percentage of AUM, Other (COST REIMBURSABLE.) |
EJF CAPITAL LLC 2107 Wilson Boulevard, Suite 410 Arlington, VA, 22201 | 138854 | $6,809,997,877 | 236 | A percentage of AUM, Performance Based, Other (PLATFORM FEES) |
57 STARS LLC 1655 Fort Myer Drive, Suite 920 Arlington, VA, 22209 | 135202 | $4,583,048,182 | 16 | A percentage of AUM, Fixed fees, Performance Based |
SANDS CAPITAL VENTURES, LLC 1000 Wilson Boulevard, Suite 3000 Arlington, VA, 22209 | 155517 | $2,876,429,874 | 26 | A percentage of AUM, Performance Based |
GEF CAPITAL PARTNERS 1300 17th Street North, Suite 860 Arlington, VA, 22209 | 293329 | $1,536,700,000 | 25 | A percentage of AUM, Performance Based, Other (NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES) |
WINSTON CAPITAL MANAGEMENT LLC 2311 Wilson Boulevard, Suite 600 Arlington, VA, 22201 | 111450 | $1,071,624,708 | 9 | A percentage of AUM, Performance Based |
EVERMAY WEALTH MANAGEMENT, LLC 1776 Wilson Boulevard, Suite 520 Arlington, VA, 22209 | 149230 | $1,062,573,454 | 1695 | A percentage of AUM, Fixed fees |
SOLOMON HESS CAPITAL MANAGEMENT 3811 Fairfax Dr., Suite 710 Arlington, VA, 22203 | 158481 | $937,059,558 | 4 | A percentage of AUM, Performance Based |
WASHINGTON HARBOUR PARTNERS LP 1201 Wilson Blvd., 22nd Floor Arlington, VA, 22209 | 309915 | $854,934,752 | 38 | A percentage of AUM, Performance Based |
BROAD RUN INVESTMENT MANAGEMENT, LLC 1530 Wilson Blvd, Suite 530 Arlington, VA, 22209 | 165067 | $835,725,235 | 181 | A percentage of AUM |
THE ITHAKA GROUP, LLC 3811 N Fairfax Drive, Suite 720 Arlington, VA, 22203 | 146975 | $554,892,816 | 127 | A percentage of AUM, Performance Based |
OMEGA WEALTH MANAGEMENT LLC 4501 N Fairfax Drive, Suite 602 Arlington, VA, 22203 | 132580 | $253,337,284 | 642 | A percentage of AUM, Hourly charges, Fixed fees |
COPE CONNELLY 1700 N. Moore St., Suite 1130 Arlington, VA, 22209 | 311665 | $244,932,974 | 733 | A percentage of AUM, Fixed fees |
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