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.
1. Sands Capital Management, LLC
Assets under management
$38,906,541,054
Fee structure
A percentage of assets under your management
Performance-based fees
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)
2. Ejf Capital LLC
Assets under management
$8,631,279,440
Fee structure
A percentage of assets under your management
Performance-based fees
PLATFORM FEES
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
3. E*trade Capital Management, LLC
Assets under management
$7,406,529,807
Fee structure
A percentage of assets under your management
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
4. Sands Capital Ventures, LLC
Assets under management
$2,697,019,354
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Winston Capital Management LLC
Assets under management
$1,047,062,827
Fee structure
A percentage of assets under your management
Performance-based fees
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
6. Broad Run Investment Management, LLC
Assets under management
$914,852,094
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 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
7. Evermay Wealth Management, LLC
Assets under management
$791,099,550
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
8. Gef Capital Partners
Assets under management
$646,000,000
Fee structure
A percentage of assets under your management
Performance-based fees
NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Washington Harbour Partners Lp
Assets under management
$584,038,467
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. The Ithaka Group, LLC
Assets under management
$449,930,240
Fee structure
A percentage of assets under your management
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)
Your first meeting is free.