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 in 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.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Dyson Capital Advisors, LLC Find an Advisor||$1,739,933,000||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Motley Fool Wealth Management, LLC. Find an Advisor||$1,703,999,268||$15,000 to $500,000 depending on portfolio program|| || |
Minimum Assets$15,000 to $500,000 depending on portfolio program
|3||Campbell Wealth Management Find an Advisor||$366,960,204||$50,000|| || |
|4||Monument Wealth Management Find an Advisor||$290,679,303||No set account minimum|| || |
Minimum AssetsNo set account minimum
|5||McLaughlin Ryder Investments, Inc. Find an Advisor||$153,727,499||$50,000|| || |
|6||Katz Family Financial Advisors, LLC Find an Advisor||$140,453,684||None|| || |
|7||Westbourne Investments, Inc. Find an Advisor||$135,006,810||$100,000|| || |
|8||4J Wealth Management, LLC. Find an Advisor||$108,964,611||No set account minimum|| || |
Minimum AssetsNo set account minimum
How We Found the Top Financial Advisor Firms in Alexandria, Virginia
First, we gathered data on all the firms in Alexandria that are registered with the Securities Exchange Commission (SEC). We then filtered our list by removing firms that underwent disciplinary issues filed with the SEC. We also removed those that don’t offer financial planning services or manage individual accounts. The result: our list of the top eight financial advisor firms in Alexandria ranked by assets under management (AUM), from largest to smallest.
Dyson Capital Advisors, LLC
Dyson Capital Advisors tops our list with more than $1 billion in assets under management. Unlike many of the large firms we’ve covered, Dyson doesn’t require a minimum investment in order for you to open an account. But the firm’s entire client base is currently composed of high-net-worth individuals. The firm features one certified financial planner (CFP)
Dyson Capital Advisors Background
Dyson formed in 2007 and registered as an investment advisor with the SEC in 2010. It’s primarily owned by managing director Nicholas Perrins.
Dyson provides various investment advisory and wealth planning services. Based on your needs and financial situation, the firm can build you a long-term financial plan that covers all aspects of your financial life including the following:
- Bill pay
- Cash-flow management
- Insurance management
- Tax planning
- Estate planning
Dyson Capital Advisors Investing Strategy
Dyson aims to construct diversified portfolios based on an asset allocation that reflects the client’s risk profile, financial goals and other factors. The firm states it generally considers passive exchange-traded funds and “top quartile managers who have a consistent investment style, are deemed to have appropriate volatility for the respective asset class, and invest in a tax efficient manner.”
Motley Fool Wealth Management, LLC.
Motley Fool Wealth Management (MFWM) is a fee-based firm that provides an array of financial planning services. Today, the firm has more than $1 billion in assets under management. Its team features seven certified financial planners (CFPs) and one chartered life underwriter (CLU).
MFWM members offer financial planning services. Investment management, however, is generally implemented by its partners at Interactive Brokers. Account minimums depend on the portfolio program you choose. The personal portfolio program generally requires a minimum investment of $15,000 to $500,000. But the firm notes that “model portfolios following more sophisticated strategies may require higher minimums” and that “index-based model portfolios may have lower account minimums.”
Motley Fool Wealth Management Background
MFWM registered as an investment advisor (RIA) with the SEC in 2013 under the former name Motley Fool Financial Planning.
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 for 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. The system uses this information to direct you to an appropriate representative at Interactive Brokers, a partner of MFWM.
Campbell Wealth Management
Campbell Wealth Management (CWM) is a fee-based firm with more than $300 million in assets under management. It mainly focuses on comprehensive retirement planning. To receive services from Campbell, you usually need minimum assets of $50,000.
The team at CWM includes five certified financial planners (CFPs), one chartered financial analyst (CFA), one accredited investment fiduciary (AIF), one chartered financial consultant (ChFC), one chartered mutual fund counselor (CMFC), one accredited wealth management advisor (AWMA), one member of the Council of Development Finance Agencies (CDFA) and one chartered advisor for senior living (CASL).
Campbell Wealth Management Background
CWM registered with the SEC in 2010 and is currently wholly owned by Chairman and CEO Kelly Campbell. 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
CWM 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 (MWM) currently holds more than $200 million in assets under management (AUM). The fee-based firm provides financial planning and investment management services to individuals and high-net-worth ones.
If you sign on with the firm, you’ll have access to three certified financial planners (CFPs), two chartered financial analysts (CFAs) and one certified private wealth advisor (CPWA).
Monument Wealth Management Background
MWM was founded in 2008 by David B. Armstrong, Dean Catino, Timothy Lee and Timothy MicKey. Armstrong and Catino still work at the firm.
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 MWM, 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, Inc.
McLaughlin Ryder Investments (MRI) is a financial advisory with more than $150 million in assets under management. Unlike most of the firms on this list, MRI exclusivley works with non-high-net-worth individuals. The minimum required investment is $50,000.
The team includes certified financial planners (CFPs), accredited investment fiduciaries (AIF), chartered financial consultants (ChFA) and a chartered financial analyst (CFA).
McLaughlin Ryder Investments Background
MRI was founded as McLaughlin Investments, LLC, by Shawn P. McLaughlin in 2003. Oscar P. Ryder joined the firm in 2006 after spending several years at Morgan Stanley. Today, the fee-based firm houses 13 employees including two that oversee investment advice.
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
MRI 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 advisory representative from the firm. When examining securities, the firm deploys fundamental analysis. This entails evaluating a security such as a stock 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.”
Katz Family Financial Advisors, LLC
Katz Family Financial Advisors, LLC
Katz Family Financial Advisors offers wealth planning and investment management services to individuals as well as pension and profit-sharing plans. It exclusively works with individuals and doesn’t require any account minimums.
The team features individuals with several years of experience in the financial services sector. Lawrence Katz, for instance, entered the field in the 1960s. His expertise includes insurance, portfolio management and stock and bond research.
Katz Family Financial Advisors Background
Katz Family Financial Advisors was founded in 2005. Lawrence Katz, Mark Katz and Susan Katz each own a third of the company. All three work for the firm as advisors. The firm focuses on long-term family financial planning and investment management.
Katz Family Financial Advisors Investing Strategy
The firm 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.
Westbourne Investments, Inc.
Westbourne Investments, Inc.
Westbourne Investments manages more than $100 million in assets. The fee-based firm works with a clientele of mostly individuals and some businesses, according to its most recent filings with the SEC. To open an investment account with Westbourne, you’d need at least $100,000.
The team at Westbourne has a long track record in the financial services space. CEO Robert Long is a chartered investment analyst and a member of the CFA institute. He served as president of the Washington Society of Investment Analysts and secretary of Washington Mutual Investors Fund.
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. It provides customized account management to individuals and institutions. The firm works in a fiduciary capacity. This means it’s legally required to only provide advice in your best interest.
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;” core equities representing 15- to 20-year-old companies; and growth equities from reasonably-managed younger versions of the core group."
4J Wealth Management, LLC
4J Wealth Management is a fee-based financial services firm with more than $100 million in assets under management. It doesn't have a minimum investment required for portfolio management. It works with individuals as well as pension and profit-sharing plans.
4J Wealth Management Background
4J Wealth Management first opened its doors in 2018, making it one of the younger firms on our list. The firm is owned by Joshua Goulding, Jameson Hamilton, Jeffrey Sciscilo and Jennifer
Hutton. The team includes two chartered financial analysts (CFAs), one certified financial planner (CFP) 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 level, 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.”