AdvisorRanked

Best Financial Advisors in ALEXANDRIA, Virginia

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

18
Registered Firms
0.95%
Median Fee
of assets/year
$522M
Median AUM
18
Firms Listed
in our database

Top-Ranked Advisors in ALEXANDRIA

#1
100

WESTBOURNE INVESTMENTS, INC.

ALEXANDRIA, VA · Since 1990

$276M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

THE EDGAR LOMAX COMPANY

ALEXANDRIA, VA · Since 1983

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
100

AVENIR CORPORATION

ALEXANDRIA, VA · Since 1988

$849M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

PORTFOLIO ADVISORY GROUP, INC.

ALEXANDRIA, VA · Since 2026

$116M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

8TH STREET INVESTMENTS, LLC

ALEXANDRIA, VA · Since 2021

$167M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

MOTLEY FOOL ASSET MANAGEMENT

ALEXANDRIA, VA · Since 2009

$2.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#7
100

UNION STREET PARTNERS LLC

ALEXANDRIA, VA · Since 2011

$86M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

COLUMBIA CAPITAL

ALEXANDRIA, VA · Since 2022

$9.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#9
100

MOTLEY FOOL WEALTH MANAGEMENT, LLC

ALEXANDRIA, VA · Since 2013

$1.6B AUM28 clientsFee: 0%
FiduciaryFee-Only
#10
100

RETIREMENT PLANOLOGY, INC.

ALEXANDRIA, VA · Since 2014

$266M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

ALEXANDRIA, VA · Since 2020

$92M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
100

PIEDMONT WEALTH MANAGEMENT

ALEXANDRIA, VA · Since 2026

$156M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
97

MCGINN PENNINGER INVESTMENT MANAGEMENT INC.

ALEXANDRIA, VA · Since 1992

$204M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
95

MCLAUGHLIN RYDER INVESTMENTS, INC.

ALEXANDRIA, VA · Since 2016

$522M AUM2 clientsFee: 0%
Broker-Dealer
#15
95

MONUMENT WEALTH MANAGEMENT

ALEXANDRIA, VA · Since 2012

$532M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
95

DC CAPITAL PARTNERS MANAGEMENT, L.P.

ALEXANDRIA, VA · Since 2017

$1.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#17
95

OXFORD FINANCE ADVISORS, LLC

ALEXANDRIA, VA · Since 2022

$2.4B AUM80 clientsFee: 0%
FiduciaryFee-Only
#18
95

ROCKBRIDGE ASSET MANAGEMENT, LLC

ALEXANDRIA, VA · Since 2024

$218M AUM2 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in ALEXANDRIA?

The median advisory fee in ALEXANDRIA, VA is 0.95% of assets under management per year, based on Form ADV filings from 18 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.