Finding the Top Financial Advisor Firms in Alexandria, Virginia
If you’re considering working with a financial advisor in Alexandria, Virginia, we can help you find one. The team at SmartAsset researched firms serving the area to bring you the top financial advisors in Alexandria. We covered key details such as minimum investments, services offered and any advisor certifications. If you don’t have a financial advisor yet, finding one doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Motley Fool Wealth Management, LLC Find an Advisor||$1,621,706,028||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|2||Campbell Wealth Management, Inc. Find an Advisor||$799,672,435||$500,000|| || |
|3||Monument Wealth Management Find an Advisor||$399,813,665||No set account minimum|| || |
Minimum AssetsNo set account minimum
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|4||McLaughlin Ryder Investments, Inc. Find an Advisor||$409,006,389||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|5||Westbourne Investments, Inc. Find an Advisor||$190,281,458||$100,000|| || |
|6||4J Wealth Management, LLC Find an Advisor||$195,355,063||No set account minimum|| || |
Minimum AssetsNo set account minimum
|7||8th Street Investments, LLC Find an Advisor||$143,128,845||No set account minimum|| || |
Minimum AssetsNo set account minimum
|8||Katz Family Financial Advisors, LLC Find an Advisor||$81,018,000||No set account minimum|| || |
Minimum AssetsNo set account minimum
What We Use in Our Methodology
To find the top financial advisors in Alexandria, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Motley Fool Wealth Management
Motley Fool Wealth Management (MFWM) is a fee-only firm that provides an array of financial planning services. The firm's advisory team features a variety of certified financial planners (CFPs), chartered life underwriters (CLU), certified public accountants (CPA) and more.
MFWM members offer financial planning services. Account minimums depend on the portfolio program you choose. The Personal Portfolio program generally requires a minimum investment of $15,000. But the firm notes that “Certain model portfolio strategies employ investment techniques and utilize financial instruments that require higher investment minimums.”
Motley Fool Wealth Management Background
Motley Fool Wealth Management registered as an investment advisor (RIA) with the SEC in 2013 under the former name Motley Fool Financial Planning. Today, the firm is wholly owned by The Motley Fool Holdings, Inc., which is an entity under the ownership of David H. Gardner and Thomas M. Gardner.
MFWM attempts to build a personalized and holistic financial plan for its clients, most of whom are not high net worth. The team can assist with various financial tasks including savings, debt management, tax and retirement planning. The firm can also help you invest in your children’s education through 529 college savings plans and other savings vehicles. MFWM offers customized services based on your needs.
Motley Fool Wealth Management Investing Strategy
MFWM investment advisory services begin with an online questionnaire to get better insight into your financial profile, risk tolerance and investment goals. Based on this information, a customized portfolio plan will be built for you. Depending on how the firm decides to implement these recommendations, it may incorporate the use of third-party managers.
Campbell Wealth Management
Campbell Wealth Management is a fee-based firm with hundreds of millions in assets under management. It mainly focuses on comprehensive retirement planning. To receive services from Campbell, you usually need minimum assets totaling at least $500,000.
The team at Campbell Wealth includes seven certified financial planners (CFPs) and four chartered financial analysts (CFAs). Other professional designations represented at the firm include accredited investment fiduciary (AIF), chartered financial consultants (ChFCs), chartered mutual fund counselor (CMFC) and accredited wealth management advisor (AWMA).
Campbell Wealth Management Background
Campbell Wealth Management registered with the SEC in 2010. The firm is currently wholly owned by chairman and CEO Kelly Campbell, who has nearly 30 years of experience in the financial services industry.
The bulk of its business consists of retirement planning and holistic financial planning. It also offers a portfolio management program. The firm serves individuals along with their related trusts, estates and charitable organizations. It also provides services to profit-sharing plans.
Campbell Wealth Management Investing Strategy
Campbell Wealth Management utilizes fundamental analysis when considering securities to invest client assets in. This involves examining publicly available financial information, forecasts and company reporting. The firm also considers your personal factors like risk tolerance and financial goals to devise a proper asset allocation for your portfolio.
In addition, the firm aims to provide financial planning services by analyzing family financials. It notes that part of its process includes “where appropriate, involving multiple generations in order to facilitate family financial planning. This can increase the financial education of the later generations and manage expectations.”
Monument Wealth Management
Monument Wealth Management is a fee-only firm providing financial planning and investment management services to individuals both with and without a high net worth. The firm also works with a small number of retirement plans. There is no minimum investment requirement for new clients of this firm.
If you sign on with the firm, you’ll have access to four certified financial planners (CFPs), two chartered financial analysts (CFA) and one certified private wealth advisor (CPWA).
Monument Wealth Management Background
Monument Wealth Management was founded in 2008 by David B. Armstrong, Dean Catino, Timothy Lee and Timothy MicKey. Armstrong and Catino still work at the firm as co-presidents.
The practice prioritizes customer service as well as team growth. MWM notes on its website that it provides “opportunities for education, growth, and collaboration so that they can become not just skilled advisors, but keener thinkers, creative problem solvers and better humans.”
Monument Wealth Management Investing Strategy
At Monument Wealth Management, client assets are generally invested among mutual funds and exchange-traded funds (ETFs) that investment advisors found suitable for the client based on his or her individual circumstances. They may also consider individual securities when appropriate.
McLaughlin Ryder Investments
McLaughlin Ryder Investments is a financial advisory firm with hundreds of millions in client assets. This firm works heavily with non-high-net-worth individuals, though it also has high-net-worth clients, retirement plan clients, charitable organization clients and business clients.
Financial planning services at this firm do not have a minimum requirement. For the firm's wrap-fee investment management programs, minimums can vary from $10,000 all the way up to $2 million.
Certain advisors at this firm can receive commissions from the sale of specific securities. While this is a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests no matter what.
McLaughlin Ryder Investments Background
McLaughlin Ryder Investments was originally founded as McLaughlin Investments, LLC by CEO Shawn P. McLaughlin in 2009. Oscar P. Ryder, who has since passed away, joined the firm after spending several years at Morgan Stanley. Ryder also managed the first NYSE brokerage office. The advisory team here includes one accredited investment fiduciary (AIF), one certified financial planner (CFP) and one chartered retirement planning counselor (CRPC).
The firm offers various services including advice around retirement planning, education funding and donor-advised funds, as well as endowments and foundations.
McLaughlin Ryder Investments Investing Strategy
McLaughlin Ryder Investments works with Pershing, LLC, a division of the Bank of New York Mellon, to provide investment management services. Each account is managed by an investment adviser representative from the firm. When examining securities, the firm deploys fundamental analysis. This entails evaluating securities such as stocks by taking a deep look at such factors as a company’s condition and how it performs in its overall sector.
The firm notes that “rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income and cash suitable to the client’s investment goals and risk tolerance.”
Westbourne Investments manages millions of dollars across a fairly small team of on-staff advisors. The fee-based firm works with a clientele of most individuals and some businesses, according to its most recent filings with the SEC. To open an investment account with Westbourne, you need at least $100,000, though the firm may waive this requirement.
The team at Westbourne has a long track record in the financial services space. Chairman and CEO Robert Long is a chartered financial analyst (CFA). He served as president of the Washington Society of Investment Analysts and secretary of Washington Mutual Investors Fund.
This firm can receive fees from certain insurance products. Although this creates the potential for a conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests, at all times.
Westbourne Investments Background
Westbourne Investments was founded in 1990. It is principally owned by Robert Long and Patrick Walsh, both of whom remain on the firm’s staff.
This firm provides customized account management to individuals and institutions. Financial planning services, like retirement planning and insurance planning, are also available.
Westbourne Investments Investing Strategy
The practice deploys various portfolio management strategies based on the client’s financial situation and goals. Its managed account program utilizes exchange-traded funds (ETFs) and individual stocks. It aims to build these with income-oriented equities that have “noticeably superior rising income streams from basic industry sectors of the economy represented by real estate, energy production and delivery, select utilities, entertainment and financial services;" core equities representing 15- to 20-year-old companies; and growth equities from reasonably-managed younger versions of the core group.
4J Wealth Management
Next on our list is 4J Wealth Management, a fee-based financial services firm. This means that some of its advisors can receive commissions from the sale of certain securities or insurance products. While this represents a potential conflict of interest, the firm's fiduciary duty requires it to act in your best interest at all times.
This firm doesn't have a minimum investment required for portfolio management. It works with both high-net-worth and non-high-net-worth individuals, as well as retirement plans.
4J Wealth Management Background
In 2018, 4J Wealth Management first opened its doors, making it one of the youngest firms on our list. The firm is owned by Joshua Goulding, Jameson Hamilton, Jeffrey Sciscilo and Jennifer Hutton, all of whom are employees of 4J. The team includes two chartered financial analysts (CFA), three certified financial planners (CFP), one accredited investment fiduciary (AIF) and one chartered financial consultant (ChFC).
The firm extends stand-alone financial planning services, asset management and a combination of the two through its comprehensive portfolio management program.
4J Wealth Management Investment Strategy
The practice aims to construct portfolios that adhere to clients’ risk levels, financial situation and long-term investment goals. 4J Wealth Management may invest your funds in the following securities if it deems it appropriate for your objectives:
- Exchange-traded funds (ETFs)
- Mutual funds
- Private securities
The firm uses both strategic and dynamic asset allocation strategies. It notes that “like strategic allocation strategies, dynamic strategies largely retain exposure to their original asset classes; however, unlike strategic strategies, dynamic asset allocation portfolios will adjust their postures over time relative to changes in the economic environment.”
8th Street Investments
8th Street Investments is a fee-only firm offering investment management and financial planning services. The firm works with individuals (and often focuses on families), trusts, estates, corporations, other types of business entities and charitable organizations. There is no minimum account or investment requirement to receive their services.
8th Street Investments Background
Michael E. Shea and Lisa C. Pendley founded the firm in 2008. They both serve as managing members today. Lisa is a certified financial planner (CFP) and has a juris doctorate, while Michael has earned his chartered financial analyst (CFA) designation. They are the only two advisors at the firm.
8th Street Investments Investment Strategy
The firm focuses on helping to secure the financial future of individuals and families with its tailored investment philosophy. The personal needs and risk tolerance of every client are taken into consideration to create an individualized investment approach. The firm does not try and time the market for short-term wins but instead looks toward long-term investment performance. 8th Street often invests in stocks, mutual funds, ETFs, bonds, fixed-income securities and municipal bonds.
Katz Family Financial Advisors
Katz Family Financial Advisors offers wealth planning and investment management services to individuals as well as pension, trusts, estates and profit-sharing plans. It doesn’t require any account minimums.
The firm focuses on long-term family financial planning and investment management. Katz Family Financial Advisors is a fee-only firm that does not take commissions for any recommended investments.
Katz Family Financial Advisors Background
Katz Family Financial Advisors was founded in 2004, and Mark Katz is the sole owner. He and Lawrence Katz are listed as principals.
Client assets are managed on a non-discretionary basis. The firm charges 1% of assets under management, which it states in its ADV is "an all inclusive fee for investment advisory services, brokerage commissions, transaction fees, and other related costs and expenses all of which would normally be borne by the client."
Katz Family Financial Advisors Investing Strategy
The firm uses fundamental analysis to find appropriate securities for clients to invest in. Katz generally invests client assets across individual equity and debt securities as well as exchange-traded funds (ETFs) and mutual funds that adhere to the client’s investment objectives and other factors. It engages in fundamental analysis to evaluate these securities. The process involves reviewing factors like company earnings, economic sector conditions and more.