# Financial advisors in Arlington, VA > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/dc/washington/arlington ## At a glance - Investment advisory firms: 63 - Registration: SEC-registered investment adviser: 25, State-registered investment adviser: 20, Exempt reporting adviser: 18 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 19 (42%); Percentage of assets 40 (89%); Hourly charges 15 (33%); Fixed fees 17 (38%); Performance-based fees 16 (36%); Other 6 (13%); No compensation arrangements reported 18 - Regulatory assets under management (Item 5.F): Under $25 million 11 (17%); $25 million to $100 million 8 (13%); $100 million to $500 million 9 (14%); $500 million to $1 billion 3 (5%); $1 billion to $5 billion 6 (10%); Over $5 billion 5 (8%); Not reported 21 (33%) - Years registered: Under 5 years 29 (46%); 5 to 9 years 10 (16%); 10 to 19 years 14 (22%); 20 years or more 9 (14%); Not reported 1 (2%) ## Firms (page 1 of 2, 1 to 50 of 63, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [100KM Ventures LLC](https://advisorcensus.com/firm/100km-ventures-llc-arlington-va-332928) ([md](https://advisorcensus.com/firm/100km-ventures-llc-arlington-va-332928.md)) | 332928 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [3SISTERS Sustainable Management, Inc](https://advisorcensus.com/firm/3sisters-sustainable-management-inc-arlington-va-159207) ([md](https://advisorcensus.com/firm/3sisters-sustainable-management-inc-arlington-va-159207.md)) | 159207 | Arlington, VA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly | | [57 Stars LLC](https://advisorcensus.com/firm/57-stars-llc-arlington-va-135202) ([md](https://advisorcensus.com/firm/57-stars-llc-arlington-va-135202.md)) | 135202 | Arlington, VA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Performance fee | | [AFF Funds, LLC](https://advisorcensus.com/firm/aff-funds-llc-arlington-va-336074) ([md](https://advisorcensus.com/firm/aff-funds-llc-arlington-va-336074.md)) | 336074 | Arlington, VA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Albright Capital Management LP](https://advisorcensus.com/firm/albright-capital-management-lp-arlington-va-133613) ([md](https://advisorcensus.com/firm/albright-capital-management-lp-arlington-va-133613.md)) | 133613 | Arlington, VA | SEC-registered investment adviser | $25 million to $100 million | 20 | % of assets, Performance fee | | [Altmore Capital Investment Management, LLC](https://advisorcensus.com/firm/altmore-capital-investment-management-llc-arlington-va-312292) ([md](https://advisorcensus.com/firm/altmore-capital-investment-management-llc-arlington-va-312292.md)) | 312292 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee | | [America's Frontier Management, LLC](https://advisorcensus.com/firm/america-s-frontier-management-llc-arlington-va-330450) ([md](https://advisorcensus.com/firm/america-s-frontier-management-llc-arlington-va-330450.md)) | 330450 | Arlington, VA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Asal Invest](https://advisorcensus.com/firm/asal-invest-arlington-va-340305) ([md](https://advisorcensus.com/firm/asal-invest-arlington-va-340305.md)) | 340305 | Arlington, VA | SEC-registered investment adviser | Under $25 million | 0 | Other | | [BLU Venture Management, LLC](https://advisorcensus.com/firm/blu-venture-management-llc-arlington-va-308487) ([md](https://advisorcensus.com/firm/blu-venture-management-llc-arlington-va-308487.md)) | 308487 | Arlington, VA | Exempt reporting adviser | Not reported | 6 | Not reported | | [Bodney Capital Management LLC](https://advisorcensus.com/firm/bodney-capital-management-llc-arlington-va-341232) ([md](https://advisorcensus.com/firm/bodney-capital-management-llc-arlington-va-341232.md)) | 341232 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Broad Run Investment Management, LLC](https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067) ([md](https://advisorcensus.com/firm/broad-run-investment-management-llc-arlington-va-165067.md)) | 165067 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets | | [C4M Global Advisors LLC](https://advisorcensus.com/firm/c4m-global-advisors-llc-arlington-va-326942) ([md](https://advisorcensus.com/firm/c4m-global-advisors-llc-arlington-va-326942.md)) | 326942 | Arlington, VA | SEC-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee | | [Channel Investment Partners](https://advisorcensus.com/firm/channel-investment-partners-arlington-va-308031) ([md](https://advisorcensus.com/firm/channel-investment-partners-arlington-va-308031.md)) | 308031 | Arlington, VA | SEC-registered investment adviser | Under $25 million | 6 | % of assets | | [Charted Ventures LLC](https://advisorcensus.com/firm/charted-ventures-llc-arlington-va-328572) ([md](https://advisorcensus.com/firm/charted-ventures-llc-arlington-va-328572.md)) | 328572 | Arlington, VA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Choral Capital Management, LLC](https://advisorcensus.com/firm/choral-capital-management-llc-arlington-va-162062) ([md](https://advisorcensus.com/firm/choral-capital-management-llc-arlington-va-162062.md)) | 162062 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Contrary Investment Advisors](https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958) ([md](https://advisorcensus.com/firm/contrary-investment-advisors-arlington-va-154958.md)) | 154958 | Arlington, VA | State-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee | | [Cope Connelly](https://advisorcensus.com/firm/cope-connelly-arlington-va-311665) ([md](https://advisorcensus.com/firm/cope-connelly-arlington-va-311665.md)) | 311665 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee | | [Coretegic Capital, LLC](https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343) ([md](https://advisorcensus.com/firm/coretegic-capital-llc-arlington-va-291343.md)) | 291343 | Arlington, VA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee | | [Deliberate Capital](https://advisorcensus.com/firm/deliberate-capital-arlington-va-311806) ([md](https://advisorcensus.com/firm/deliberate-capital-arlington-va-311806.md)) | 311806 | Arlington, VA | Exempt reporting adviser | Not reported | 5 | Not reported | | [Doxa Capital, LLC](https://advisorcensus.com/firm/doxa-capital-llc-arlington-va-174851) ([md](https://advisorcensus.com/firm/doxa-capital-llc-arlington-va-174851.md)) | 174851 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets | | [E2MC Advisors LLC](https://advisorcensus.com/firm/e2mc-advisors-llc-arlington-va-336508) ([md](https://advisorcensus.com/firm/e2mc-advisors-llc-arlington-va-336508.md)) | 336508 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [EJF Capital LP](https://advisorcensus.com/firm/ejf-capital-lp-arlington-va-138854) ([md](https://advisorcensus.com/firm/ejf-capital-lp-arlington-va-138854.md)) | 138854 | Arlington, VA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee, Other | | [Emerald Investments, Inc.](https://advisorcensus.com/firm/emerald-investments-inc-arlington-va-120750) ([md](https://advisorcensus.com/firm/emerald-investments-inc-arlington-va-120750.md)) | 120750 | Arlington, VA | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Fixed fee | | [Evermay Wealth Management, LLC](https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230) ([md](https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230.md)) | 149230 | Arlington, VA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee | | [Foundry Capital Management](https://advisorcensus.com/firm/foundry-capital-management-arlington-va-172083) ([md](https://advisorcensus.com/firm/foundry-capital-management-arlington-va-172083.md)) | 172083 | Arlington, VA | State-registered investment adviser | Under $25 million | 12 | % of assets | | [Fruit Tree Capital Management, LLC](https://advisorcensus.com/firm/fruit-tree-capital-management-llc-arlington-va-335497) ([md](https://advisorcensus.com/firm/fruit-tree-capital-management-llc-arlington-va-335497.md)) | 335497 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [GEF Capital Partners](https://advisorcensus.com/firm/gef-capital-partners-arlington-va-293329) ([md](https://advisorcensus.com/firm/gef-capital-partners-arlington-va-293329.md)) | 293329 | Arlington, VA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other | | [Glover Park Wealth Management, LLC](https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793) ([md](https://advisorcensus.com/firm/glover-park-wealth-management-llc-arlington-va-309793.md)) | 309793 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Grey Owl Capital Management, LLC](https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998) ([md](https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998.md)) | 149998 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets | | [H. L. Lichstrahl & Company, LLC](https://advisorcensus.com/firm/h-l-lichstrahl-and-company-llc-arlington-va-112124) ([md](https://advisorcensus.com/firm/h-l-lichstrahl-and-company-llc-arlington-va-112124.md)) | 112124 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets | | [Homestead Advisers Corp.](https://advisorcensus.com/firm/homestead-advisers-corp-arlington-va-109845) ([md](https://advisorcensus.com/firm/homestead-advisers-corp-arlington-va-109845.md)) | 109845 | Arlington, VA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Other | | [Jade & Cowry LLC](https://advisorcensus.com/firm/jade-and-cowry-llc-arlington-va-154129) ([md](https://advisorcensus.com/firm/jade-and-cowry-llc-arlington-va-154129.md)) | 154129 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee | | [Kovacs Asset Management LLC](https://advisorcensus.com/firm/kovacs-asset-management-llc-arlington-va-311081) ([md](https://advisorcensus.com/firm/kovacs-asset-management-llc-arlington-va-311081.md)) | 311081 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Lavrock Ventures, LLC](https://advisorcensus.com/firm/lavrock-ventures-llc-arlington-va-285450) ([md](https://advisorcensus.com/firm/lavrock-ventures-llc-arlington-va-285450.md)) | 285450 | Arlington, VA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Legacy Planning Advisors, LLC](https://advisorcensus.com/firm/legacy-planning-advisors-llc-arlington-va-158700) ([md](https://advisorcensus.com/firm/legacy-planning-advisors-llc-arlington-va-158700.md)) | 158700 | Arlington, VA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee | | [LNC Partners](https://advisorcensus.com/firm/lnc-partners-arlington-va-319581) ([md](https://advisorcensus.com/firm/lnc-partners-arlington-va-319581.md)) | 319581 | Arlington, VA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee, Performance fee | | [Middleland AG Capital Partners, LLC](https://advisorcensus.com/firm/middleland-ag-capital-partners-llc-arlington-va-285323) ([md](https://advisorcensus.com/firm/middleland-ag-capital-partners-llc-arlington-va-285323.md)) | 285323 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Mills Value Adviser Inc](https://advisorcensus.com/firm/mills-value-adviser-inc-arlington-va-105886) ([md](https://advisorcensus.com/firm/mills-value-adviser-inc-arlington-va-105886.md)) | 105886 | Arlington, VA | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee | | [Momentus Manager LLC](https://advisorcensus.com/firm/momentus-manager-llc-arlington-va-324068) ([md](https://advisorcensus.com/firm/momentus-manager-llc-arlington-va-324068.md)) | 324068 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Other | | [Mountain View Wealth Management LLC](https://advisorcensus.com/firm/mountain-view-wealth-management-llc-arlington-va-287865) ([md](https://advisorcensus.com/firm/mountain-view-wealth-management-llc-arlington-va-287865.md)) | 287865 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets | | [Munoz Group](https://advisorcensus.com/firm/munoz-group-arlington-va-164381) ([md](https://advisorcensus.com/firm/munoz-group-arlington-va-164381.md)) | 164381 | Arlington, VA | State-registered investment adviser | Under $25 million | 13 | Hourly, Fixed fee | | [Net Worth Advisory Services](https://advisorcensus.com/firm/net-worth-advisory-services-arlington-va-118694) ([md](https://advisorcensus.com/firm/net-worth-advisory-services-arlington-va-118694.md)) | 118694 | Arlington, VA | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly | | [New Atlantic Ventures](https://advisorcensus.com/firm/new-atlantic-ventures-arlington-va-160767) ([md](https://advisorcensus.com/firm/new-atlantic-ventures-arlington-va-160767.md)) | 160767 | Arlington, VA | Exempt reporting adviser | Not reported | Not reported | Not reported | | [Nhabla](https://advisorcensus.com/firm/nhabla-arlington-va-313311) ([md](https://advisorcensus.com/firm/nhabla-arlington-va-313311.md)) | 313311 | Arlington, VA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets | | [Oak Street Investment Management LLC](https://advisorcensus.com/firm/oak-street-investment-management-llc-arlington-va-337258) ([md](https://advisorcensus.com/firm/oak-street-investment-management-llc-arlington-va-337258.md)) | 337258 | Arlington, VA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Omega Wealth Management LLC](https://advisorcensus.com/firm/omega-wealth-management-llc-arlington-va-132580) ([md](https://advisorcensus.com/firm/omega-wealth-management-llc-arlington-va-132580.md)) | 132580 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Opulen Financial Group, LLC](https://advisorcensus.com/firm/opulen-financial-group-llc-arlington-va-173963) ([md](https://advisorcensus.com/firm/opulen-financial-group-llc-arlington-va-173963.md)) | 173963 | Arlington, VA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee | | [Plandeavor](https://advisorcensus.com/firm/plandeavor-arlington-va-331046) ([md](https://advisorcensus.com/firm/plandeavor-arlington-va-331046.md)) | 331046 | Arlington, VA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee | | [Proof](https://advisorcensus.com/firm/proof-arlington-va-285482) ([md](https://advisorcensus.com/firm/proof-arlington-va-285482.md)) | 285482 | Arlington, VA | Exempt reporting adviser | Not reported | 9 | Not reported | | [RDB Holdings Inc.](https://advisorcensus.com/firm/rdb-holdings-inc-arlington-va-163651) ([md](https://advisorcensus.com/firm/rdb-holdings-inc-arlington-va-163651.md)) | 163651 | Arlington, VA | Exempt reporting adviser | Not reported | 4 | Not reported | - Next page: https://advisorcensus.com/advisors/dc/washington/arlington/page/2.md ## Questions people ask **How many financial advisory firms are there in Arlington, VA?** 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. **How many fee-only financial advisors are in Arlington, VA?** 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. **How many financial advisors in Arlington, VA offer financial planning?** 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. **Are the financial advisors in Arlington, 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 19 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. 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Financial advisors in Arlington, VA: 63 firms from Form ADV filings as of October 2026.