Top 10 advisors in Arlington
We’ve curated a list of the best financial advisors in Arlington, take a look at it below
Find an advisor in Arlington# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $38,906,541,054 | 181 advisors | ||
2 | $8,631,279,440 | 72 advisors | ||
3 | $7,406,529,807 | 0 advisors | ||
4 | $2,697,019,354 | 105 advisors | ||
5 | $1,047,062,827 | 12 advisors | ||
6 | $914,852,094 | 8 advisors | ||
7 | $791,099,550 | 16 advisors | ||
8 | $646,000,000 | 29 advisors | ||
9 | $584,038,467 | 7 advisors | ||
10 | $449,930,240 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Arlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington. 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.
Sands Capital Management, LLC
Sands Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $38,906,541,054 of assets under management and employs about 181 people. Sands Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$38,906,541,054
Headcount
181 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-64820
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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)
Ejf Capital LLC
Ejf Capital LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $8,631,279,440 of assets under management and employs about 72 people. Ejf Capital LLC uses a fee structure of a percentage of assets under your management, performance-based fees and platform fees.
Assets under management
$8,631,279,440
Headcount
72 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PLATFORM FEES
SEC number
801-65725
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)
Collateral Management
E*trade Capital Management, LLC
E*trade Capital Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $7,406,529,807 of assets under management and employs about 0 people. E*trade Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$7,406,529,807
Headcount
0 advisor
Fee structure
A percentage of assets under your management
SEC number
801-58085
Services offered
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)
Selection Of Other Advisers
Sands Capital Ventures, LLC
Sands Capital Ventures, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $2,697,019,354 of assets under management and employs about 105 people. Sands Capital Ventures, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$2,697,019,354
Headcount
105 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-72115
Services offered
Portfolio Management For Pooled Investment Vehicles
Winston Capital Management LLC
Winston Capital Management LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $1,047,062,827 of assets under management and employs about 12 people. Winston Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,047,062,827
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-54022
Services offered
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)
Selection Of Other Advisers
Broad Run Investment Management, LLC
Broad Run Investment Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $914,852,094 of assets under management and employs about 8 people. Broad Run Investment Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$914,852,094
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-77021
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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)
- Not sure which one to choose?Use our smart matching tool
Evermay Wealth Management, LLC
Evermay Wealth Management, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $791,099,550 of assets under management and employs about 16 people. Evermay Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$791,099,550
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-70170
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)
Selection Of Other Advisers
Gef Capital Partners
Gef Capital Partners is a financial advisory firm based in Arlington, Virginia. It currently has approximately $646,000,000 of assets under management and employs about 29 people. Gef Capital Partners uses a fee structure of a percentage of assets under your management, performance-based fees and negotiated annual fees, portfolio monitoring fees.
Assets under management
$646,000,000
Headcount
29 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES
SEC number
801-115141
Services offered
Portfolio Management For Pooled Investment Vehicles
Washington Harbour Partners Lp
Washington Harbour Partners Lp is a financial advisory firm based in Arlington, Virginia. It currently has approximately $584,038,467 of assets under management and employs about 7 people. Washington Harbour Partners Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$584,038,467
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-119968
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
The Ithaka Group, LLC
The Ithaka Group, LLC is a financial advisory firm based in Arlington, Virginia. It currently has approximately $449,930,240 of assets under management and employs about 8 people. The Ithaka Group, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$449,930,240
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-69086
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.