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:
MONUMENT WEALTH MANAGEMENT
CRD#: 159882
Address: 1940 Duke Street Suite 6100, Alexandria, VA 22314
Clients: 119
Average Clients per Advisor: 13
AUM: $ 648M
MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD#: 147529
Address: 1421 Prince Street Suite 200, Alexandria, VA 22314
Clients: 252
In Business for: 19 Years
Average Clients per Advisor: 126
AUM: $ 522M
WESTBOURNE INVESTMENTS, INC.
CRD#: 37499
Address: 2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314
Clients: 127
In Business for: 36 Years
Average Clients per Advisor: 25
AUM: $ 276M
Disclosures: 1
8TH STREET INVESTMENTS, LLC
CRD#: 148727
Address: 1800 Diagonal Road Suite 600, Alexandria, VA 22314
Clients: 23
Average Clients per Advisor: 11
AUM: $ 167M
PIEDMONT WEALTH MANAGEMENT
CRD#: 340285
Address: 100 S. Fairfax Street, Alexandria, VA 22314
Clients: 184
Average Clients per Advisor: 92
AUM: $ 156M
PORTFOLIO ADVISORY GROUP, INC.
CRD#: 116011
Address: 5425 Duke Street, Alexandria, VA 22304
Clients: 37
Average Clients per Advisor: 18
AUM: $ 116M
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
Gary Stuart Williams
Registered Affiliation(s):WILLIAMS ASSET MANAGEMENT
Brian Scott Mckinney
Registered Affiliation(s):WILLIAMS ASSET MANAGEMENT
Erin Caines
Registered Affiliation(s):EAGLE STRATEGIES LLC
Catherine Eleanor Mulcahy
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Cheryl Williams
Registered Affiliation(s):NYLIFE SECURITIES LLC
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
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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