Adviser Record

Investment advisers in Alexandria, VA

19 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in VA

FirmAssetsEmployeesDisclosures
Columbia Capital$13.84 billion540
Motley Fool Asset Management$2.60 billion140
Oxford Finance Advisors, LLC$2.41 billion840
Motley Fool Wealth Management, LLC$1.60 billion390
The Edgar Lomax Company$1.42 billion80
Dc Capital Partners Management, L.P.$1.40 billion180
Avenir Corporation$849.3 million60
Monument Wealth Management$648.4 million110
Mclaughlin Ryder Investments, Inc.$522.1 million30
Westbourne Investments, Inc.$276.4 million70
Retirement Planology, Inc.$265.9 million30
Rockbridge Asset Management, LLC$218.0 million40
Mcginn Penninger Investment Management Inc.$204.4 million50
8th Street Investments, LLC$166.9 million30
Piedmont Wealth Management$156.1 million40
Portfolio Advisory Group, Inc.$115.8 million20
First Georgetown Securities, Inc$115.7 million42
Evolutionary Tree Capital Management, LLC$91.7 million50
Union Street Partners LLC$86.3 million20