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Top 10 advisors in Arlington

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)

    See full profile

    Meet the advisor

    1000 Wilson Blvd.,
    Suite 3000,
    Arlington,
    Virginia,
    22209

  • 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

    See full profile

    Meet the advisor

    2107 Wilson Boulevard,
    Suite 410,
    Arlington,
    Virginia,
    22201

  • 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

    See full profile

    Meet the advisor

    671 N. Glebe Road,
    13th Floor,
    Arlington,
    Virginia,
    22203

  • 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

    See full profile

    Meet the advisor

    1000 Wilson Boulevard,
    Suite 3000,
    Arlington,
    Virginia,
    22209

  • 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

    See full profile

    Meet the advisor

    2311 Wilson Boulevard,
    Suite 600,
    Arlington,
    Virginia,
    22201

  • 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)

    See full profile

    Meet the advisor

    1530 Wilson Blvd,
    Suite 530,
    Arlington,
    Virginia,
    22209

  • Not sure which one to choose?
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    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

    See full profile

    Meet the advisor

    1776 Wilson Boulevard,
    Suite 520,
    Arlington,
    Virginia,
    22209

  • 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

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    Meet the advisor

    1300 17th Street North,
    Suite 860,
    Arlington,
    Virginia,
    22209

  • 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

    See full profile

    Meet the advisor

    1201 Wilson Blvd.,
    22nd Floor,
    Arlington,
    Virginia,
    22209

  • 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)

    See full profile

    Meet the advisor

    3811 N Fairfax Drive,
    Suite 720,
    Arlington,
    Virginia,
    22203

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.

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