Top Financial Advisors in Alexandria, Virginia
Finding the right financial advisor in Alexandria is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Alexandria, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Alexandria, VA.
Find the Best Financial Advisor Firms in Alexandria:
DYSON CAPITAL ADVISORS, LLC
CRD#: 152532
Address: 201 N. Union Street Suite 300, Alexandria, VA 22314
AUM: $ 3.5B
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689
Address: 2000 Duke Street Suite 275, Alexandria, VA 22314
Clients: 2,587
Average Clients per Advisor: 78
AUM: $ 1.6B
CAMPBELL WEALTH MANAGEMENT, INC.
CRD#: 152956
Address: 330 John Carlyle Street Suite 400, Alexandria, VA 22314
Clients: 301
Average Clients per Advisor: 30
AUM: $ 800M
MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD#: 147529
Address: 1421 Prince Street Suite 200, Alexandria, VA 22314
Clients: 224
In Business for: 19 Years
Average Clients per Advisor: 112
AUM: $ 409M
MONUMENT WEALTH MANAGEMENT
CRD#: 159882
Address: 1701 Duke Street Suite 425, Alexandria, VA 22314
Clients: 94
Average Clients per Advisor: 11
AUM: $ 400M
4J WEALTH MANAGEMENT, LLC
CRD#: 297268
Address: 320 King St. Suite 10b, Alexandria, VA 22314
Clients: 149
Average Clients per Advisor: 37
AUM: $ 195M
How We Chose the Top Financial Advisors in Alexandria, Virginia
To create this list of top financial advisor firms in Alexandria, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Alexandria has to offer.
Search Financial Advisors in Alexandria, Virginia
Barry Scott Glassman
Registered Affiliation(s):GLASSMAN WEALTH SERVICES, LLC
Robert Tyler Post
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel Scott Hughes
Registered Affiliation(s):HUGHES FINANCIAL SERVICES, LLC
John Joseph Hart
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Sung Hwan Lee
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Aaron Tsukasa Troup
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric William Lantz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dee Ann Schedler
Registered Affiliation(s):CIBC PRIVATE WEALTH ADVISORS, INC.
Elizabeth Meade Shepard
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Donald Patrick Lord
Registered Affiliation(s):THE FAMILY FIRM, INC.
Mark Edward Johannessen
Registered Affiliation(s):CREATIVE PLANNING
Ilene Brostrom
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mitchell Eric Martin
Registered Affiliation(s):MITCHELL ADVISORY INC
Peter Joseph Kenny
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Neil Arthur Cain
Registered Affiliation(s):LPL FINANCIAL LLC
Constance Mackay Miner
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Adhanom Teweldebrhan Yohannes
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kleo N Curry
Registered Affiliation(s):MORGAN STANLEY
Christopher Charles Shiring
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Marco Joseph Fattorini
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew Everett Bosley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Albert Giunchi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Mark Joseph
Registered Affiliation(s):SENTINEL WEALTH MANAGEMENT, INC.
Jason David Dunn
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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