Fiduciary advisors in Alexandria, VA

16 registered advisers

Alexandria is Old Town's historic streets belie a modern advisory market serving Pentagon officials, defense contractors, and federal agency executives, and 16 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 14 of the 16 registered practices, or about 88% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

8TH STREET INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #148727
Typical Fee--
AUM$172M
Minimum--
Clients203

AVENIR CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #110545
Typical Fee1.00%
AUM$1.0B
Minimum--
Clients483

COLUMBIA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #159616
Typical Fee--
AUM$6.8B
Minimum--
Clients24

DC CAPITAL PARTNERS MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Alexandria, VirginiaCRD #283131
Typical Fee--
AUM$1.6B
Minimum--
Clients4

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #291127
Typical Fee--
AUM$102M
Minimum--
Clients84

MCGINN PENNINGER INVESTMENT MANAGEMENT INC.

Clean RecordAlso Compensated via Brokerage
Alexandria, VirginiaCRD #107396
Typical Fee--
AUM$174M
Minimum--
Clients230

MCLAUGHLIN RYDER INVESTMENTS, INC.

Clean RecordAlso Compensated via Brokerage
Alexandria, VirginiaCRD #147529
Typical Fee--
AUM$472M
Minimum--
Clients706

MONUMENT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #159882
Typical Fee--
AUM$465M
Minimum--
Clients842

MOTLEY FOOL ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #149688
Typical Fee--
AUM$2.6B
Minimum--
Clients6

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #165689
Typical Fee--
AUM$1.6B
Minimum--
Clients2,112

OXFORD FINANCE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #304433
Typical Fee--
AUM$1.6B
Minimum--
Clients4

RETIREMENT PLANOLOGY, INC.

Fee-Only, No ConflictsClean Record
Alexandria, VirginiaCRD #171302
Typical Fee--
AUM$204M
Minimum--
Clients60

ROCKBRIDGE CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #329880
Typical Fee--
AUM$189M
Minimum--
Clients83

THE EDGAR LOMAX COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #105444
Typical Fee--
AUM$1.7B
Minimum--
Clients37

UNION STREET PARTNERS LLC

Fee-Only, No ConflictsClean Record
Alexandria, VirginiaCRD #156148
Typical Fee--
AUM$86M
Minimum--
Clients1

WESTBOURNE INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexandria, VirginiaCRD #37499
Typical Fee--
AUM$221M
Minimum--
Clients445
Fiduciary Advisors in Alexandria, Virginia | FiduciaryListings