Top 10 advisors in Alexandria
We’ve curated a list of the best financial advisors in Alexandria, take a look at it below
Find an advisor in Alexandria| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,876,843,306 | 61 advisors | ||
| 2 | $1,751,390,441 | 6 advisors | ||
| 3 | $1,242,450,236 | 11 advisors | ||
| 4 | $1,226,408,314 | 15 advisors | ||
| 5 | $1,098,908,006 | 7 advisors | ||
| 6 | $995,566,875 | 73 advisors | ||
| 7 | $799,672,435 | 33 advisors | ||
| 8 | $385,920,897 | 10 advisors | ||
| 9 | $190,805,063 | 4 advisors | ||
| 10 | $165,267,851 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Alexandria, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Alexandria. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Motley Fool Wealth Management, LLC
Assets under management
$1,876,843,306
Fee structure
A percentage of assets under your management
Fixed fees
PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. The Edgar Lomax Company
Assets under management
$1,751,390,441
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Motley Fool Asset Management
Assets under management
$1,242,450,236
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
4. Dc Capital Partners Management, L.p.
Assets under management
$1,226,408,314
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Avenir Corporation
Assets under management
$1,098,908,006
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Oxford Finance Advisors, LLC
Assets under management
$995,566,875
Fee structure
A percentage of assets under your management
Performance-based fees
ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Campbell Wealth Management, Inc.
Assets under management
$799,672,435
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
WORKSHOPS AND SEMINARS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Informational/educational/motivational Workshops
8. Monument Wealth Management
Assets under management
$385,920,897
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. 4j Wealth Management, LLC
Assets under management
$190,805,063
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Mcginn Penninger Investment Managment, Inc.
Assets under management
$165,267,851
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.