City
Wealth management firms in Arlington, Virginia
As of October 2, 2026, 39 wealth management firms, including broker-dealer firms, with their main office in Arlington, Virginia reported $3.5 billion in regulatory assets under management; the largest by assets was Evermay Wealth Management, LLC, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 39
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $89.7 million
- SEC-registered, of those listed
- 8 of 39 (20.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Evermay Wealth Management, LLC | SEC | $1.3 billion | 1,957 |
| 2 | Sands Capital Horizons, LLC | SEC | $466.9 million | 8 |
| 3 | Omega Wealth Management LLC | SEC | $309.7 million | 121 |
| 4 | Prospect Financial Group LLC | SEC | $204.4 million | 326 |
| 5 | Opulen Financial Group, LLC | SEC | $171.8 million | 649 |
| 6 | Cope Connelly | SEC | $151.1 million | 252 |
| 7 | Glover Park Wealth Management, LLC | SEC | $144.3 million | 335 |
| 8 | Portfolio Management & Planning, Inc. | State | $95.0 million | 108 |
| 9 | H. L. Lichstrahl & Company, LLC | State | $82.0 million | 27 |
| 10 | Doxa Capital, LLC | State | $71.0 million | 200 |
| 11 | U.S. Advisors, Inc. | State | $70.0 million | 81 |
| 12 | Jade & Cowry LLC | State | $65.1 million | 141 |
| 13 | Mountain View Wealth Management LLC | State | $54.2 million | 123 |
| 14 | Lodestar Financial Management, LLC | State | $48.6 million | 132 |
| 15 | Grey Owl Capital Management, LLC | State | $47.7 million | 114 |
| 16 | Ridgeoak Wealth | State | $33.3 million | 99 |
| 17 | Portfolioarc, L.L.C. | State | $30.4 million | 60 |
| 18 | District Capital Management, LLC | State | $29.6 million | 118 |
| 19 | Foundry Capital Management | State | $24.7 million | 69 |
| 20 | Coretegic Capital, LLC | State | $16.1 million | 43 |
| 21 | Arlington Wealth Planning, LLC | State | $14.0 million | 136 |
| 22 | Net Worth Advisory Services | State | $12.0 million | 18 |
| 23 | Pacesetter Planning LLC | State | $9.5 million | 37 |
| 24 | Sva Capital Management LLC | State | $6.2 million | 30 |
| 25 | Emerald Investments, Inc. | State | $5.3 million | 17 |
| 26 | Plandeavor | State | $2.8 million | 30 |
| 27 | 401K and More | State | $2.3 million | 10 |
| 28 | Titanrex | State | $606,864 | 6 |
| 29 | Eee Financial LLC | State | $350,855 | 7 |
| 30 | Asal Invest | SEC | $270 | 4 |
| 31 | Astra Investment Advisers | State | $0 | 0 |
| 32 | Braswell Capital, LLC | State | $0 | 0 |
| 33 | Clarity Financial Planning | State | $0 | 0 |
| 34 | Layered Financial, LLC | State | $0 | 0 |
| 35 | Legacy Planning Advisors, LLC | State | $0 | 0 |
| 36 | Mab Financial Planning | State | $0 | 0 |
| 37 | Munoz Group | State | $0 | 0 |
| 38 | Steadyrise Financial LLC | State | $0 | 0 |
| 39 | White Oak Wealth LLC | 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.