{ "path": "/advisors/dc/washington/arlington", "url": "https://advisorcensus.com/advisors/dc/washington/arlington", "page_type": "metro_city", "title": "Financial advisors in Arlington, VA", "filters": {}, "scope_total": 63, "faq": [ { "q": "How many financial advisory firms are there in Arlington, VA?", "a": "AdvisorCensus lists 63 investment advisory firms with a principal office in Arlington, Virginia (part of the Washington metro area), from Form ADV filings as of October 2026: 25 SEC-registered, 20 state-registered, and 18 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Arlington, VA?", "a": "19 of the 63 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." }, { "q": "How many financial advisors in Arlington, VA offer financial planning?", "a": "21 of the 45 firms in Arlington, 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." }, { "q": "Are the financial advisors in Arlington, VA fiduciaries?", "a": "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 19 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 63 investment advisory firms with a principal office in Arlington, 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.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Arlington, VA: 63 firms from Form ADV filings as of October 2026.", "total_firms": 63, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 25, "state": 20, "exempt": 18 }, "fee_model_mix": [ { "code": "fee-only", "count": 19 }, { "code": "percentage_of_aum", "count": 40 }, { "code": "hourly", "count": 15 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 17 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 16 }, { "code": "other", "count": 6 }, { "code": "not_reported", "count": 18 } ], "years_registered_distribution": [ { "code": "under_5", "count": 29 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 14 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 11 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 9 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 21 } ], "firms": [ { "crd_number": 332928, "name": "100KM Ventures LLC", "name_as_filed": "100KM VENTURES LLC", "url": "https://advisorcensus.com/firm/100km-ventures-llc-arlington-va-332928", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159207, "name": "3SISTERS Sustainable Management, Inc", "name_as_filed": "3SISTERS SUSTAINABLE MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/3sisters-sustainable-management-inc-arlington-va-159207", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135202, "name": "57 Stars LLC", "name_as_filed": "57 STARS LLC", "url": "https://advisorcensus.com/firm/57-stars-llc-arlington-va-135202", "city": "Arlington", "state": "VA", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336074, "name": "AFF Funds, LLC", "name_as_filed": "AFF FUNDS, LLC", "url": "https://advisorcensus.com/firm/aff-funds-llc-arlington-va-336074", "city": "Arlington", "state": "VA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133613, "name": "Albright Capital Management LP", "name_as_filed": "ALBRIGHT CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/albright-capital-management-lp-arlington-va-133613", "city": "Arlington", "state": "VA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312292, "name": "Altmore Capital Investment Management, LLC", "name_as_filed": "ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/altmore-capital-investment-management-llc-arlington-va-312292", "city": "Arlington", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330450, "name": "America's Frontier Management, LLC", "name_as_filed": "AMERICA'S FRONTIER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/america-s-frontier-management-llc-arlington-va-330450", "city": "Arlington", "state": "VA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340305, "name": "Asal Invest", "name_as_filed": "ASAL INVEST", "url": "https://advisorcensus.com/firm/asal-invest-arlington-va-340305", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 308487, "name": "BLU Venture Management, LLC", "name_as_filed": "BLU VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blu-venture-management-llc-arlington-va-308487", "city": "Arlington", "state": "VA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341232, "name": "Bodney Capital Management LLC", "name_as_filed": "BODNEY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bodney-capital-management-llc-arlington-va-341232", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165067, "name": "Broad Run Investment Management, LLC", "name_as_filed": "BROAD RUN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326942, "name": "C4M Global Advisors LLC", "name_as_filed": "C4M GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/c4m-global-advisors-llc-arlington-va-326942", "city": "Arlington", "state": "VA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308031, "name": "Channel Investment Partners", "name_as_filed": "CHANNEL INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/channel-investment-partners-arlington-va-308031", "city": "Arlington", "state": "VA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328572, "name": "Charted Ventures LLC", "name_as_filed": "CHARTED VENTURES LLC", "url": "https://advisorcensus.com/firm/charted-ventures-llc-arlington-va-328572", "city": "Arlington", "state": "VA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162062, "name": "Choral Capital Management, LLC", "name_as_filed": "CHORAL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/choral-capital-management-llc-arlington-va-162062", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154958, "name": "Contrary Investment Advisors", "name_as_filed": "CONTRARY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958", "city": "Arlington", "state": "VA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311665, "name": "Cope Connelly", "name_as_filed": "COPE CONNELLY", "url": "https://advisorcensus.com/firm/cope-connelly-arlington-va-311665", "city": "Arlington", "state": "VA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291343, "name": "Coretegic Capital, LLC", "name_as_filed": "CORETEGIC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343", "city": "Arlington", "state": "VA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311806, "name": "Deliberate Capital", "name_as_filed": "DELIBERATE CAPITAL", "url": "https://advisorcensus.com/firm/deliberate-capital-arlington-va-311806", "city": "Arlington", "state": "VA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174851, "name": "Doxa Capital, LLC", "name_as_filed": "DOXA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/doxa-capital-llc-arlington-va-174851", "city": "Arlington", "state": "VA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336508, "name": "E2MC Advisors LLC", "name_as_filed": "E2MC ADVISORS LLC", "url": "https://advisorcensus.com/firm/e2mc-advisors-llc-arlington-va-336508", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138854, "name": "EJF Capital LP", "name_as_filed": "EJF CAPITAL LP", "url": "https://advisorcensus.com/firm/ejf-capital-lp-arlington-va-138854", "city": "Arlington", "state": "VA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 120750, "name": "Emerald Investments, Inc.", "name_as_filed": "EMERALD INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/emerald-investments-inc-arlington-va-120750", "city": "Arlington", "state": "VA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149230, "name": "Evermay Wealth Management, LLC", "name_as_filed": "EVERMAY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230", "city": "Arlington", "state": "VA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172083, "name": "Foundry Capital Management", "name_as_filed": "FOUNDRY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/foundry-capital-management-arlington-va-172083", "city": "Arlington", "state": "VA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335497, "name": "Fruit Tree Capital Management, LLC", "name_as_filed": "FRUIT TREE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fruit-tree-capital-management-llc-arlington-va-335497", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 293329, "name": "GEF Capital Partners", "name_as_filed": "GEF CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/gef-capital-partners-arlington-va-293329", "city": "Arlington", "state": "VA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 309793, "name": "Glover Park Wealth Management, LLC", "name_as_filed": "GLOVER PARK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793", "city": "Arlington", "state": "VA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149998, "name": "Grey Owl Capital Management, LLC", "name_as_filed": "GREY OWL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998", "city": "Arlington", "state": "VA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112124, "name": "H. L. Lichstrahl & Company, LLC", "name_as_filed": "H. L. LICHSTRAHL & COMPANY, LLC", "url": "https://advisorcensus.com/firm/h-l-lichstrahl-and-company-llc-arlington-va-112124", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109845, "name": "Homestead Advisers Corp.", "name_as_filed": "HOMESTEAD ADVISERS CORP.", "url": "https://advisorcensus.com/firm/homestead-advisers-corp-arlington-va-109845", "city": "Arlington", "state": "VA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 154129, "name": "Jade & Cowry LLC", "name_as_filed": "JADE & COWRY LLC", "url": "https://advisorcensus.com/firm/jade-and-cowry-llc-arlington-va-154129", "city": "Arlington", "state": "VA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311081, "name": "Kovacs Asset Management LLC", "name_as_filed": "KOVACS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kovacs-asset-management-llc-arlington-va-311081", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285450, "name": "Lavrock Ventures, LLC", "name_as_filed": "LAVROCK VENTURES, LLC", "url": "https://advisorcensus.com/firm/lavrock-ventures-llc-arlington-va-285450", "city": "Arlington", "state": "VA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158700, "name": "Legacy Planning Advisors, LLC", "name_as_filed": "LEGACY PLANNING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-planning-advisors-llc-arlington-va-158700", "city": "Arlington", "state": "VA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319581, "name": "LNC Partners", "name_as_filed": "LNC PARTNERS", "url": "https://advisorcensus.com/firm/lnc-partners-arlington-va-319581", "city": "Arlington", "state": "VA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285323, "name": "Middleland AG Capital Partners, LLC", "name_as_filed": "MIDDLELAND AG CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/middleland-ag-capital-partners-llc-arlington-va-285323", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105886, "name": "Mills Value Adviser Inc", "name_as_filed": "MILLS VALUE ADVISER INC", "url": "https://advisorcensus.com/firm/mills-value-adviser-inc-arlington-va-105886", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324068, "name": "Momentus Manager LLC", "name_as_filed": "MOMENTUS MANAGER LLC", "url": "https://advisorcensus.com/firm/momentus-manager-llc-arlington-va-324068", "city": "Arlington", "state": "VA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 287865, "name": "Mountain View Wealth Management LLC", "name_as_filed": "MOUNTAIN VIEW WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mountain-view-wealth-management-llc-arlington-va-287865", "city": "Arlington", "state": "VA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164381, "name": "Munoz Group", "name_as_filed": "MUNOZ GROUP", "url": "https://advisorcensus.com/firm/munoz-group-arlington-va-164381", "city": "Arlington", "state": "VA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118694, "name": "Net Worth Advisory Services", "name_as_filed": "NET WORTH ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/net-worth-advisory-services-arlington-va-118694", "city": "Arlington", "state": "VA", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160767, "name": "New Atlantic Ventures", "name_as_filed": "NEW ATLANTIC VENTURES", "url": "https://advisorcensus.com/firm/new-atlantic-ventures-arlington-va-160767", "city": "Arlington", "state": "VA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313311, "name": "Nhabla", "name_as_filed": "NHABLA", "url": "https://advisorcensus.com/firm/nhabla-arlington-va-313311", "city": "Arlington", "state": "VA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337258, "name": "Oak Street Investment Management LLC", "name_as_filed": "OAK STREET INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oak-street-investment-management-llc-arlington-va-337258", "city": "Arlington", "state": "VA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132580, "name": "Omega Wealth Management LLC", "name_as_filed": "OMEGA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/omega-wealth-management-llc-arlington-va-132580", "city": "Arlington", "state": "VA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173963, "name": "Opulen Financial Group, LLC", "name_as_filed": "OPULEN FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/opulen-financial-group-llc-arlington-va-173963", "city": "Arlington", 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