Finding the Top Financial Advisor Firms in Alexandria, Virginia
If you’re considering working with a financial advisor in Alexandria, Virginia, we can help you find one. The team at SmartAsset researched firms serving the area to bring you the top financial advisors in Alexandria. We covered key details such as minimum investments, services offered and any advisor certifications. If you don’t have a financial advisor yet, finding one doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Motley Fool Wealth Management, LLC  Find an Advisor | $2,179,069,480 | $6,000 |
| Minimum Assets$6,000Financial Services
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| 2 | McLaughlin Ryder Investments, Inc.  Find an Advisor | $471,632,619 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Monument Wealth Management  Find an Advisor | $465,089,490 | $3,000,000 |
| Minimum Assets$3,000,000Financial Services
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| 4 | Westbourne Investments, Inc.  Find an Advisor | $221,087,393 | $100,000 |
| Minimum Assets$100,000Financial Services
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| 5 | 8th Street Investments, LLC  Find an Advisor | $171,725,350 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Alexandria, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Motley Fool Wealth Management
Motley Fool Wealth Management (MFWM) leads off our list of the top financial advisors in Alexandria. This fee-only firm provides an array of financial planning services. The firm's advisory team holds several financial credentials, including the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and certified public accountant (CPA) designations.
MFWM advisors offer financial planning services. Account minimums depend on the portfolio program you choose. The Personal Portfolio program generally requires a minimum investment of $300,000. Other services, such as financial planning, can require a minimum as high as $1 million.
Motley Fool Wealth Management registered as an investment advisor (RIA) with the SEC in 2013 under the former name Motley Fool Financial Planning. Today, the firm is wholly owned by The Motley Fool Holdings, Inc., which is an entity under the ownership of David H. Gardner and Thomas M. Gardner. The firm also
MFWM attempts to build a personalized and holistic financial plan for its clients, most of whom are not high net worth. The team can assist with various financial tasks including savings, debt management, tax and retirement planning. The firm can also help you invest in your children’s education through 529 college savings plans and other savings vehicles. MFWM offers customized services based on your needs.
MFWM builds client portfolios using model strategies that focus on either individual stocks or ETFs, tailored to each client’s goals and risk profile. Stock-based models emphasize themes such as U.S. large-cap growth, dividends, small and mid-cap, international, fixed income, and hedged equity. Index-based models use ETFs for exposure to U.S. and global equities, bonds, real estate and inflation-protected securities.
McLaughlin Ryder Investments
McLaughlin Ryder Investments is a financial advisory firm with hundreds of millions in client assets under management. This firm works with non-high-net-worth individuals, though it also has high-net-worth clients, retirement plan clients, charitable organization clients and business clients. The services at this firm do not have a minimum requirement.
Certain advisors at this fee-based firm can receive commissions from the sale of specific securities. While this is a potential conflict of interest, the firm's fiduciary duty means it must act in clients' best interests.
McLaughlin Ryder Investments was originally founded as McLaughlin Investments, LLC by CEO Shawn P. McLaughlin in 2009. The advisory team here includes one accredited investment fiduciary (AIF), one Certified Financial Planner™ (CFP®) and one chartered retirement planning counselor (CRPC).
Its service offerings include portfolio construction and monitoring, personalized financial planning, ERISA plan advisory services and wrap fee programs that combine investment management and brokerage services under one fee.
McLaughlin Ryder Investments builds portfolios based on each client’s goals, risk tolerance, financial situation, tax considerations and investment horizon. The firm primarily uses a mix of active and passive mutual funds, ETFs, individual stocks, bonds and certificates of deposit, while retaining suitable legacy holdings when appropriate. Its strategy emphasizes strategic asset allocation, diversification and ongoing monitoring.
Monument Wealth Management
Monument Wealth Management is a fee-only firm providing financial planning and investment management services to individuals both with and without a high net worth. The firm also has a $3 million minimum investment requirement for new clients, though it may be willing to waive or reduce this at its discretion.
The team of advisors at Monument boast certifications like Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified private wealth advisor (CPWA) and more.
Monument Wealth Management was founded in 2008 by David B. Armstrong, Dean Catino, Timothy Lee and Timothy MicKey. Armstrong and Catino still work at the firm as co-presidents.
The firm provides personalized asset management, financial planning and consulting services. Their offerings include ongoing portfolio management tailored to each client’s goals, risk tolerance and financial situation, as well as full or modular financial plans covering retirement, tax, insurance, education, estate and investment planning. They also provide one-time or as-needed consultations, portfolio reviews and advice on specialized situations like concentrated stock, inheritances or business holdings.
Monument Wealth Management’s investment strategy emphasizes diversified portfolios built primarily with ETFs, mutual funds and individual equities. Their programs include dividend-driven and growth-oriented stock portfolios, global ETF strategies, income portfolios and tax-optimized approaches. The firm relies mainly on fundamental analysis, while also using technical, cyclical and charting methods. They generally avoid market timing but may modestly increase cash positions when appropriate, and they allow clients to impose restrictions on specific investments or sectors.
Westbourne Investments
Westbourne Investments is a fee-based firm that works with a clientele of most individuals and some businesses. To open an investment account with Westbourne, you need at least $100,000 in investable assets, though the firm may waive this requirement.
Westbourne Investments was founded in 1990. It is principally owned by Robert Long and Patrick Walsh, both of whom remain on the firm’s staff as its CEO and president, respectively. The team at Westbourne has a long history in the financial services space. Long, who is a Chartered Financial Analyst (CFA), served as president of the Washington Society of Investment Analysts and secretary of Washington Mutual Investors Fund.
Some of the firm's advisors can receive compensation from the sale of certain insurance products. Although this creates the potential for a conflict of interest, the firm's fiduciary duty means it acts in clients' best interests.
This firm provides customized account management to individuals and institutions. It's financial planning services may cover a client's income sources, expenses, insurance, retirement planning, liquidity needs and risk assessment.
The practice deploys various portfolio management strategies based on the client’s financial situation and goals. Its managed account program utilizes exchange-traded funds (ETFs) and individual stocks. It aims to build these with income-oriented equities that have “noticeably superior rising income streams from basic industry sectors of the economy represented by real estate, energy production and delivery, select utilities, entertainment and financial services;" core equities representing 15- to 20-year-old companies with strong fundamentals; and growth equities from reasonably-managed younger versions of the core group.
8th Street Investments
8th Street Investments wraps up our list of the top financial advisors in Alexandria. This fee-only firm offers investment management and financial planning services to individuals (and often focuses on families), trusts, estates, corporations, other types of business entities and charitable organizations. Its individual client base is split almost evenly between those with and without a high net worth.
There is no minimum account or investment requirement to become a client of 8th Street Investments. The firm's service offerings include creating investment policy statements, portfolio construction and ongoing account oversight. The firm also offers standalone financial planning and consulting, covering areas such as retirement, education, estate and insurance planning. Services are tailored to each client’s goals, risk tolerance and financial circumstances.
Michael E. Shea and Lisa C. Pendley founded the firm in 2008. They both serve as managing members today. Lisa is a Certified Financial Planner™ (CFP®) and has a juris doctorate, while Michael has earned his Chartered Financial Analyst (CFA) designation. They are the only two advisors at the firm. In addition to its main office in Alexandria, 8th Street Investments has a branch office in Hilton Head Island, South Carolina.
8th Street Investments primarily uses fundamental analysis to guide investment decisions, focusing on economic conditions, company financials and management quality. Portfolios are built using asset allocation tailored to each client’s goals, time horizon and risk profile. Portfolios typically comprise a mix of equities, bonds, government and municipal securities, mutual funds, ETFs, American Depositary Receipts (ADRs) and cash. Strategies may include long-term holdings, short-term trades and options when appropriate.
