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.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Motley Fool Wealth Management, LLC Find an Advisor||$2,368,187,728||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|2||Dyson Capital Advisors, LLC Find an Advisor||$3,495,363,598||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Campbell Wealth Management, Inc. Find an Advisor||$937,961,973||$500,000|| || |
|4||Monument Wealth Management Find an Advisor||$424,886,137||No set account minimum|| || |
Minimum AssetsNo set account minimum
|5||Westbourne Investments, Inc. Find an Advisor||$211,505,231||$100,000|| || |
|6||McLaughlin Ryder Investments, Inc. Find an Advisor||$397,532,384||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|7||8th Street Investments, LLC Find an Advisor||$164,562,050||No required minimum|| || |
Minimum AssetsNo required minimum
|8||4J Wealth Management, LLC Find an Advisor||$220,218,420||No set account minimum|| || |
Minimum AssetsNo set account minimum
|9||Katz Family Financial Advisors, LLC Find an Advisor||$96,011,000||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 accurate as of the writing of this article. 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.
Motley Fool Wealth Management
Motley Fool Wealth Management (MFWM) is a fee-only firm that provides an array of financial planning services. The firm boasts billions in assets under management. Its 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.
Dyson Capital Advisors
Dyson Capital Advisors is tops on our list in terms of 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, with a handful of charitable organizations and pooled investment vehicles rounding it out.
The firm's advisory team features certified financial planners (CFPs). As a fee-only firm, Dyson Capital earns all of its compensation from client-paid fees rather than third-party commissions.
Dyson Capital Advisors Background
Dyson Capital Advisors was formed in 2007 and registered as an investment advisor with the SEC in 2010. It’s primarily owned by managing director Nicholas Perrins. Perrins has more than two decades of experience in the financial services industry.
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 Capital Advisors 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.”
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 eight certified financial planners (CFPs), two chartered financial analysts (CFAs), one accredited investment fiduciary (AIF), two chartered financial consultants (ChFCs), one chartered mutual fund counselor (CMFC) and one 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 three certified financial planners (CFPs), one chartered financial analyst (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.
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 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.
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.
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.
McLaughlin Ryder Investments
McLaughlin Ryder Investments is a financial advisory firm with 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 induces 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).
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.”
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
8th Street was founded in 2008 by Michael E. Shea and Lisa C. Pendley, who both serve as managing members today. Lisa is a certified financial planner (CFP) 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 really 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.
4J Wealth Management
4J Wealth Management is 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
4J Wealth Management first opened its doors in 2018, 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 (CFAs), one certified financial planner (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.”
Katz Family Financial Advisors
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 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 2005. Lawrence Katz, Mark Katz and Susan Katz each own a third of the company. All three work for the firm as advisors. 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 Investing Strategy
The firm generally invests in 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.