Finding a Top Financial Advisor Firm in Arlington, Virginia
Finding the right financial advisor can be a challenge because there are so many competing for your business. That’s why SmartAsset has put in the work to help you find the top financial firm in Arlington, Virginia. The review below is the result of hours of research into the area’s firms. 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 | Evermay Wealth Management, LLC  Find an Advisor | $1,062,573,454 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
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| 2 | Omega Wealth Management, LLC  Find an Advisor | $253,337,284 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Opulen Financial Group, LLC  Find an Advisor | $114,513,000 | $500,000 |
| Minimum Assets$500,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Arlington, 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.
Evermay Wealth Management
Evermay Wealth Management is a fee-only financial advisor firm. As a fee-only firm, compensation for individual advisors comes solely from the portfolio management fees that clients pay. This differs from a fee-based firm, which may also receive compensation in the form of commissions. There is a $1 million account minimum necessary to start working with Evermay, though the firm may be willing to accept those with less than that amount.
A handful of advisors hold the Certified Financial Planner™ (CFP®) designation and three hold the designation of chartered financial analyst (CFA). These advisors help serve the firm's clients, who are individuals, both with and without a high net worth. Other types of clients include charitable organizations and business entities.
Evermay Wealth Management Background
Evermay Wealth Management was founded in December 2008 by three partners: William Pitt, Damon White and Biljana McKinley. All but McKinley still works with the firm. Pitt, who serves as president, is the majority owner of the firm.
Evermay provides two main services for clients: investment management and wealth planning. Investment management includes the creation and management of an investment portfolio, while wealth planning focuses on understanding a client’s individual needs and helping the client meet financial goals. Examples of wealth planning are creating a financial plan, making an estate plan, planning to reduce taxes and analyzing insurance needs.
Evermay Wealth Management Investing Strategy
To create portfolios for clients, Evermay Wealth Management uses a few different investment programs as a base. These programs outline the general objectives of an investment plan and range from a conservative approach, designed to prevent the loss of capital, to an aggressive - and potentially more volatile - approach that’s intended to help long-term investors build wealth.
Advisors do deviate from these programs though. Ultimately, the asset allocation of an investment portfolio will match the client’s goals and situation. Evermay invests its clients’ assets in equities and fixed-income securities, both of which could be in mutual funds or exchange-traded funds (ETFs).
Omega Wealth Management
The second firm on our list is Omega Wealth Management. The firm's team includes Certified Financial Planners™ (CFPs®) and certified financial transitionists (CeFTs), a designation that requires five years of face-to-face client service experience. Advisors hold a handful of other certifications too.
The firm offers services to individuals both with and without a high net worth. It does not serve other institutional clients and it does not specify a set account minimum. This is a fee-only firm, as it does not earn compensation in ways other than the fees its clients pay. Omega provides non-advisory consulting services to clients on topics like business successions, for which it will earn separate compensation.
Omega Wealth Management Background
Founded in 1999, Omega Wealth Management is owned and managed by Lisa Kirchenbauer, the firm's president.
The firm offers its clients a number of ongoing life and wealth planning services, including personal financial planning, tax and cash flow, education funding, investment risk analysis, insurance risk management, retirement planning, estate planning, portfolio monitoring and financial life planning issues and advice. For its younger clients, the firm offers SmartStart Planning Services, which takes clients through a brief financial life planning process resulting in a summary review of their goals and current financial situation. Additionally, the firm offers two to six month transition planning services for clients navigating transitions such as receiving an inheritance, getting divorced or the death of a loved one. It also offers pro-bono financial planning services for individuals or couples below a certain income threshold.
Alongside its array of financial planning services, the firm offers investment management. The firm offers a couple of programs to choose from, including its own Mutual Fund Models and a management program offered by SEI Investment Management. The latter offers a few options, such as Managed Account Program and the Private Client Model Program.
Omega Wealth Management Investing Strategy
Omega Wealth Management describes its investment philosophy as "goals-based," with focus on long-term growth and capital preservation. The firm works with each client to identify his or her goals and objectives. It then creates portfolios based on the time horizon of each goal and objective, as well as the client's risk tolerance and tax bracket.
The firm typically offers advice on exchange-listed securities, mutual fund shares and bonds.
Opulen Financial Group
The final firm on our list is Opulen Financial Group, a fee-based firm that serves individuals, high-net-worth individuals and corporations, on both a discretionary and non-discretionary basis.
As a fee-based firm, some of its revenue comes from third parties as commissions for the sale of insurance products like annuities. However, as a fiduciary Opulen is obligated to always act in its clients' best interests.
Opulen Financial Group Background
The firm was founded in 2009 and in 2014 began offering investment advisory services. Thomas J. Cymer is the managing member and sole advisor. He holds numerous professional certifications, including chartered financial analyst (CFA), chartered retirement planning counselor (CRPC), chartered market technician (CMT) and Certified Financial Planner™ (CFP®).
Opulen offers asset management and financial planning, among other services, and fees range from 0.75% up to 1.75% for asset management. Financial planning is offered at an hourly rate of $200.
Opulen Financial Group Investment Strategy
Opulen's method of security analysis is primarily fundamental, although it may employ a wide range of methods to manage portfolios and evaluate investments.
The investment strategy for a specific client is based on the objectives stated by the client during consultations. The client may change these objectives at any time. Opulen investment strategies may include long-term purchases, short-term purchases, trading, and option writing (including covered options, uncovered options or spreading strategies).
