City
Wealth management firms in Alexandria, Virginia
As of October 2, 2026, 36 wealth management firms, including broker-dealer firms, with their main office in Alexandria, Virginia reported $3.9 billion in regulatory assets under management; the largest by assets was Avenir Corporation, with $849.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 36
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $107.0 million
- SEC-registered, of those listed
- 9 of 36 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Avenir Corporation | SEC | $849.3 million | 446 |
| 2 | Monument Wealth Management | SEC | $648.4 million | 969 |
| 3 | McLaughlin Ryder Investments, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $522.1 million | 785 |
| 4 | Westbourne Investments, Inc. | SEC | $276.4 million | 393 |
| 5 | Rockbridge Asset Management, LLC | SEC | $218.0 million | 63 |
| 6 | 8th Street Investments, LLC | SEC | $166.9 million | 206 |
| 7 | Piedmont Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $156.1 million | 541 |
| 8 | Portfolio Advisory Group, Inc. | SEC | $115.8 million | 180 |
| 9 | First Georgetown Securities, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $115.7 million | 123 |
| 10 | Katz Family Financial Advisors, LLC | State | $110.9 million | 333 |
| 11 | Craftwork Capital LLC | State | $102.1 million | 490 |
| 12 | Massie Financial Planning Inc. | State | $66.0 million | 160 |
| 13 | Arkagos Advisors & Asset Management, Inc. | State | $64.5 million | 112 |
| 14 | Wesling Financial Planning Services Corp. | State | $60.0 million | 61 |
| 15 | Lasting Legacy Wealth Management, LLC | State | $59.3 million | 258 |
| 16 | Renew Wealth Management LLC | State | $57.0 million | 117 |
| 17 | Potomac Wealth Strategies, LLC | State | $45.0 million | 226 |
| 18 | FNJ 3, LLC | State | $39.8 million | 20 |
| 19 | Fischer Wealth Advisors, LLC | State | $29.7 million | 102 |
| 20 | Investment Initiatives, LLC | State | $26.0 million | 72 |
| 21 | Arete Capital Management | State | $25.1 million | 136 |
| 22 | Stock Plan Advisory Group LLC | State | $19.4 million | 71 |
| 23 | Iconic Wealth Management | State | $18.6 million | 50 |
| 24 | Amauta Financial | State | $15.0 million | 53 |
| 25 | G, G, & M Financial Goals | State | $14.7 million | 10 |
| 26 | Packard Wealth Strategies LLC | State | $12.9 million | 70 |
| 27 | American Executive Advisors, LLC | State | $8.6 million | 51 |
| 28 | GB Investments LLC | State | $2.2 million | 9 |
| 29 | Clearvue Financial | State | $1.9 million | 27 |
| 30 | D'Agaro Financial Advisory LLC | State | $1.2 million | 1 |
| 31 | Gizaw Capital Management, LLC | State | $963,516 | 18 |
| 32 | Mer Capital Management, LLC | State | $828,765 | 15 |
| 33 | Tennext LLC | State | $423,778 | 11 |
| 34 | Core Fiduciary Advisors | State | $0 | 0 |
| 35 | Rising Tides Financial Planning LLC | State | $0 | 0 |
| 36 | Tesfaye O'Neill Financial | State | $0 | 0 |
Wealth management firms in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.