# Financial advisors in Alexandria, VA

> AdvisorCensus lists 43 investment advisory firms with a principal office in Alexandria, Virginia (part of the Washington metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Washington metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/alexandria

## At a glance

- Investment advisory firms: 43
- Registration: SEC-registered investment adviser: 19, State-registered investment adviser: 17, Exempt reporting adviser: 7
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (36%); Percentage of assets 33 (92%); Hourly charges 15 (42%); Fixed fees 21 (58%); Performance-based fees 5 (14%); Other 6 (17%); No compensation arrangements reported 7
- Regulatory assets under management (Item 5.F): Under $25 million 5 (12%); $25 million to $100 million 9 (21%); $100 million to $500 million 11 (26%); $500 million to $1 billion 3 (7%); $1 billion to $5 billion 4 (9%); Over $5 billion 1 (2%); Not reported 10 (23%)
- Years registered: Under 5 years 17 (40%); 5 to 9 years 12 (28%); 10 to 19 years 9 (21%); 20 years or more 5 (12%)

## Firms (page 1 of 1, 1 to 43 of 43, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [8th Street Investments, LLC](https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727) ([md](https://advisorcensus.com/firm/8th-street-investments-llc-alexandria-va-148727.md)) | 148727 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [American Executive Advisors, LLC](https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477) ([md](https://advisorcensus.com/firm/american-executive-advisors-llc-alexandria-va-306477.md)) | 306477 | Alexandria, VA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Arkagos Advisors & Asset Management, Inc.](https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366) ([md](https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366.md)) | 315366 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Avenir Corporation](https://advisorcensus.com/firm/avenir-corporation-alexandria-va-110545) ([md](https://advisorcensus.com/firm/avenir-corporation-alexandria-va-110545.md)) | 110545 | Alexandria, VA | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [Big "I" Advisory Resources, LLC](https://advisorcensus.com/firm/big-i-advisory-resources-llc-alexandria-va-168898) ([md](https://advisorcensus.com/firm/big-i-advisory-resources-llc-alexandria-va-168898.md)) | 168898 | Alexandria, VA | State-registered investment adviser | Not reported | 12 | Other |
| [C.L. Sheldon & Company, LLC](https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582) ([md](https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582.md)) | 152582 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Clearvue Financial](https://advisorcensus.com/firm/clearvue-financial-alexandria-va-284068) ([md](https://advisorcensus.com/firm/clearvue-financial-alexandria-va-284068.md)) | 284068 | Alexandria, VA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Columbia Capital](https://advisorcensus.com/firm/columbia-capital-alexandria-va-159616) ([md](https://advisorcensus.com/firm/columbia-capital-alexandria-va-159616.md)) | 159616 | Alexandria, VA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee |
| [Core Fiduciary Advisors](https://advisorcensus.com/firm/core-fiduciary-advisors-alexandria-va-135531) ([md](https://advisorcensus.com/firm/core-fiduciary-advisors-alexandria-va-135531.md)) | 135531 | Alexandria, VA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee, Other |
| [Craftwork Capital LLC](https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626) ([md](https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626.md)) | 311626 | Alexandria, VA | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [DC Capital Partners Management, L.P.](https://advisorcensus.com/firm/dc-capital-partners-management-l-p-alexandria-va-283131) ([md](https://advisorcensus.com/firm/dc-capital-partners-management-l-p-alexandria-va-283131.md)) | 283131 | Alexandria, VA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Enable Ventures](https://advisorcensus.com/firm/enable-ventures-alexandria-va-329692) ([md](https://advisorcensus.com/firm/enable-ventures-alexandria-va-329692.md)) | 329692 | Alexandria, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Evolutionary Tree Capital Management, LLC](https://advisorcensus.com/firm/evolutionary-tree-capital-management-llc-alexandria-va-291127) ([md](https://advisorcensus.com/firm/evolutionary-tree-capital-management-llc-alexandria-va-291127.md)) | 291127 | Alexandria, VA | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [First Georgetown Securities, Inc](https://advisorcensus.com/firm/first-georgetown-securities-inc-alexandria-va-5871) ([md](https://advisorcensus.com/firm/first-georgetown-securities-inc-alexandria-va-5871.md)) | 5871 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Fischer Wealth Advisors, LLC](https://advisorcensus.com/firm/fischer-wealth-advisors-llc-alexandria-va-281113) ([md](https://advisorcensus.com/firm/fischer-wealth-advisors-llc-alexandria-va-281113.md)) | 281113 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Frontier Crypto Capital LLC](https://advisorcensus.com/firm/frontier-crypto-capital-llc-alexandria-va-321946) ([md](https://advisorcensus.com/firm/frontier-crypto-capital-llc-alexandria-va-321946.md)) | 321946 | Alexandria, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Iconic Wealth Management](https://advisorcensus.com/firm/iconic-wealth-management-alexandria-va-287846) ([md](https://advisorcensus.com/firm/iconic-wealth-management-alexandria-va-287846.md)) | 287846 | Alexandria, VA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Katz Family Financial Advisors, LLC](https://advisorcensus.com/firm/katz-family-financial-advisors-llc-alexandria-va-133600) ([md](https://advisorcensus.com/firm/katz-family-financial-advisors-llc-alexandria-va-133600.md)) | 133600 | Alexandria, VA | State-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Lasting Legacy Wealth Management, LLC](https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107) ([md](https://advisorcensus.com/firm/lasting-legacy-wealth-management-llc-alexandria-va-328107.md)) | 328107 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Massie Financial Planning Inc.](https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095) ([md](https://advisorcensus.com/firm/massie-financial-planning-inc-alexandria-va-324095.md)) | 324095 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [McGinn Penninger Investment Management Inc.](https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396) ([md](https://advisorcensus.com/firm/mcginn-penninger-investment-management-inc-alexandria-va-107396.md)) | 107396 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets |
| [McLaughlin Ryder Investments, Inc.](https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529) ([md](https://advisorcensus.com/firm/mclaughlin-ryder-investments-inc-alexandria-va-147529.md)) | 147529 | Alexandria, VA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [MER Capital Management, LLC](https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869) ([md](https://advisorcensus.com/firm/mer-capital-management-llc-alexandria-va-300869.md)) | 300869 | Alexandria, VA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [MJL Capital LLC](https://advisorcensus.com/firm/mjl-capital-llc-alexandria-va-323441) ([md](https://advisorcensus.com/firm/mjl-capital-llc-alexandria-va-323441.md)) | 323441 | Alexandria, VA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Monument Wealth Management](https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882) ([md](https://advisorcensus.com/firm/monument-wealth-management-alexandria-va-159882.md)) | 159882 | Alexandria, VA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee |
| [Motley Fool Asset Management](https://advisorcensus.com/firm/motley-fool-asset-management-alexandria-va-149688) ([md](https://advisorcensus.com/firm/motley-fool-asset-management-alexandria-va-149688.md)) | 149688 | Alexandria, VA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets |
| [Motley Fool Ventures](https://advisorcensus.com/firm/motley-fool-ventures-alexandria-va-298748) ([md](https://advisorcensus.com/firm/motley-fool-ventures-alexandria-va-298748.md)) | 298748 | Alexandria, VA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Oxford Finance Advisors, LLC](https://advisorcensus.com/firm/oxford-finance-advisors-llc-alexandria-va-304433) ([md](https://advisorcensus.com/firm/oxford-finance-advisors-llc-alexandria-va-304433.md)) | 304433 | Alexandria, VA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [Piedmont Wealth Management](https://advisorcensus.com/firm/piedmont-wealth-management-alexandria-va-340285) ([md](https://advisorcensus.com/firm/piedmont-wealth-management-alexandria-va-340285.md)) | 340285 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Portfolio Advisory Group, Inc.](https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011) ([md](https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011.md)) | 116011 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Potomac Wealth Strategies, LLC](https://advisorcensus.com/firm/potomac-wealth-strategies-llc-alexandria-va-151565) ([md](https://advisorcensus.com/firm/potomac-wealth-strategies-llc-alexandria-va-151565.md)) | 151565 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [QED Investors, LLC](https://advisorcensus.com/firm/qed-investors-llc-alexandria-va-284908) ([md](https://advisorcensus.com/firm/qed-investors-llc-alexandria-va-284908.md)) | 284908 | Alexandria, VA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Renew Wealth Management LLC](https://advisorcensus.com/firm/renew-wealth-management-llc-alexandria-va-329069) ([md](https://advisorcensus.com/firm/renew-wealth-management-llc-alexandria-va-329069.md)) | 329069 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Retirement Planology, Inc.](https://advisorcensus.com/firm/retirement-planology-inc-alexandria-va-171302) ([md](https://advisorcensus.com/firm/retirement-planology-inc-alexandria-va-171302.md)) | 171302 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Rockbridge Asset Management, LLC](https://advisorcensus.com/firm/rockbridge-asset-management-llc-alexandria-va-329880) ([md](https://advisorcensus.com/firm/rockbridge-asset-management-llc-alexandria-va-329880.md)) | 329880 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Stock Plan Advisory Group LLC](https://advisorcensus.com/firm/stock-plan-advisory-group-llc-alexandria-va-314680) ([md](https://advisorcensus.com/firm/stock-plan-advisory-group-llc-alexandria-va-314680.md)) | 314680 | Alexandria, VA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee, Other |
| [Tesfaye O'Neill Financial](https://advisorcensus.com/firm/tesfaye-o-neill-financial-alexandria-va-322859) ([md](https://advisorcensus.com/firm/tesfaye-o-neill-financial-alexandria-va-322859.md)) | 322859 | Alexandria, VA | State-registered investment adviser | Not reported | 3 | % of assets |
| [The Edgar Lomax Company](https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444) ([md](https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444.md)) | 105444 | Alexandria, VA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee, Performance fee |
| [Ultratech Capital Partners](https://advisorcensus.com/firm/ultratech-capital-partners-alexandria-va-333767) ([md](https://advisorcensus.com/firm/ultratech-capital-partners-alexandria-va-333767.md)) | 333767 | Alexandria, VA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Union Street Partners LLC](https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148) ([md](https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148.md)) | 156148 | Alexandria, VA | SEC-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Vallecito Capital LLC](https://advisorcensus.com/firm/vallecito-capital-llc-alexandria-va-328832) ([md](https://advisorcensus.com/firm/vallecito-capital-llc-alexandria-va-328832.md)) | 328832 | Alexandria, VA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Wesling Financial Planning Services Corp.](https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424) ([md](https://advisorcensus.com/firm/wesling-financial-planning-services-corp-alexandria-va-141424.md)) | 141424 | Alexandria, VA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Westbourne Investments, Inc.](https://advisorcensus.com/firm/westbourne-investments-inc-alexandria-va-37499) ([md](https://advisorcensus.com/firm/westbourne-investments-inc-alexandria-va-37499.md)) | 37499 | Alexandria, VA | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Alexandria, VA?**
AdvisorCensus lists 43 investment advisory firms with a principal office in Alexandria, Virginia (part of the Washington metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 17 state-registered, and 7 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Alexandria, VA?**
13 of the 43 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Alexandria, VA offer financial planning?**
22 of the 36 firms in Alexandria, VA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Alexandria, VA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Alexandria, VA: 43 firms from Form ADV filings as of October 2026.