Top 9 financial advisor firms in Alexandria

9 SEC-registered financial advisor firms are headquartered in Alexandria, VA, with $2.42B in combined regulatory assets under management. The largest by assets are Monument Capital Management ($648M), McLaughlin Ryder Investments ($522M) and Westbourne Investments ($276M).

9
Financial advisor firms: $2.42B
Their combined AUM: $204M
Median firm AUM: 1,796
Clients of the top 9

The 9 largest by assets

1
Monument Capital Management
RIA
$648M
Up to 1.50% a year
2
McLaughlin Ryder Investments
RIA
$522M
0.75% to 1.25% a year
3
Westbourne Investments
RIA
$276M
Regulatory AUM
4
Rockbridge Asset Management
RIA
$218M
1.00% to 1.00%
5
McGinn Penninger Investment Management
RIA
$204M
0.65% to 1.00% a year
6
8th Street Investments
RIA
$167M
0.50% to 1.00% a year
7
Burke & Herbert Wealth Services
RIA
$156M
1.00% to 1.00% a year
8
Portfolio Advisory Group
RIA
$116M
0.75% to 2.00% a year
9
First Georgetown Securities
RIA
$116M
Regulatory AUM

Profiles of the top 9

No. 1 · RIA

Monument Capital Management

Monument Capital Management is an investment adviser based in Alexandria, VA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $648 million, as filed on 12 August 2026.

Monument Capital Management charges up to 1.50% a year for its Investment Management.

Regulatory AUM: $648M
Clients: 239
Advisory staff: 9
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1940 Duke Street, Suite 6100, Alexandria, VA 22314
Phone: 703-504-9600
Website: monumentwealthmanagement.com

No. 2 · RIA

McLaughlin Ryder Investments

McLaughlin Ryder Investments is an investment adviser based in Alexandria, VA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $522 million, as filed on 4 March 2026.

McLaughlin Ryder Investments charges 0.75%–1.25% a year for its The McLaughlin Ryder ELITE Program.

Regulatory AUM: $522M
Clients: 503
Advisory staff: 2
Founded: 2009
Fee schedule: 0.75% to 1.25% a year
Minimum account: $250,000
Custodians: Pershing
Headquarters: 1421 Prince Street, Suite 200, Alexandria, VA 22314
Phone: 703-684-9222
Website: mclaughlinryder.com

No. 3 · RIA

Westbourne Investments

Westbourne Investments is an investment adviser based in Alexandria, VA, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $276 million, as filed on 29 March 2026.

Regulatory AUM: $276M
Clients: 175
Advisory staff: 5
Founded: 1990
Custodians: Charles Schwab, UBS Financial Services
Headquarters: 2121 Eisenhower Avenue, Suite 605, Alexandria, VA 22314
Phone: 703-294-6880
Website: westbourneinv.com

No. 4 · RIA

Rockbridge Asset Management

Rockbridge Asset Management is an investment adviser based in Alexandria, VA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $218 million, as filed on 16 July 2026.

Rockbridge Asset Management charges 1.00% for its Separately Managed Accounts. The brochure does not state whether the rate is annual.

Regulatory AUM: $218M
Clients: 58
Advisory staff: 2
Fee schedule: 1.00% to 1.00%
Custodians: Fidelity, Bofa Securities
Headquarters: 225 Reinekers Lane, Suite 625, Alexandria, VA 22314
Phone: 571-982-5398
Website: rockbridgeasset.com

No. 5 · RIA

McGinn Penninger Investment Management

McGinn Penninger Investment Management is an investment adviser based in Alexandria, VA, registered with the SEC since 1992. It provides investment management. Its clients include high-net-worth individuals and investment companies. Its regulatory assets under management total $204 million, as filed on 24 March 2026.

McGinn Penninger Investment Management charges 0.65%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $204M
Clients: 332
Advisory staff: 3
Fee schedule: 0.65% to 1.00% a year
Headquarters: 277 S. Washington Street, Suite 340, Alexandria, VA 22314
Phone: 703-548-2555

No. 6 · RIA

8th Street Investments

8th Street Investments is an investment adviser based in Alexandria, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $167 million, as filed on 14 March 2026.

8th Street Investments charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $167M
Clients: 58
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1800 Diagonal Road, Suite 600, Alexandria, VA 22314
Phone: 703-519-0962
Website: 8thstreetllc.com

No. 7 · RIA

Burke & Herbert Wealth Services

Burke & Herbert Wealth Services is an investment adviser based in Alexandria, VA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $156 million, as filed on 22 April 2026.

Burke & Herbert Wealth Services charges 1.00% a year for its Investment Management.

Regulatory AUM: $156M
Clients: 237
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Minimum account: $100,000
Custodians: Charles Schwab
Headquarters: 100 S. Fairfax Street, Alexandria, VA 22314
Phone: 703-518-8361
Website: piedmontwm.com

No. 8 · RIA

Portfolio Advisory Group

Portfolio Advisory Group is an investment adviser based in Alexandria, VA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $116 million, as filed on 27 March 2026.

Portfolio Advisory Group charges 0.75%–2.00% a year for its Investment Advisory Services.

Regulatory AUM: $116M
Clients: 71
Advisory staff: 2
Fee schedule: 0.75% to 2.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 5425 Duke Street, Alexandria, VA 22304
Phone: 703-461-9193

No. 9 · RIA

First Georgetown Securities

First Georgetown Securities is an investment adviser based in Alexandria, VA, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $116 million, as filed on 12 August 2026.

Regulatory AUM: $116M
Clients: 123
Advisory staff: 2
Headquarters: 1700 Diagonal RD., Suite 200, Alexandria, VA 22314
Phone: 703-519-7700
Website: firstgeorgetown.com

Questions about financial advisors in Alexandria

How many financial advisor firms are headquartered in Alexandria?

9 SEC-registered financial advisor firms report their principal office in Alexandria, VA, managing $2.42B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Alexandria?

Monument Capital Management, with $648M in regulatory assets under management on its latest Form ADV. The next largest are McLaughlin Ryder Investments ($522M) and Westbourne Investments ($276M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Alexandria?

The median firm manages $204M in regulatory assets. That is the midpoint of the 9 firms headquartered in Alexandria.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Alexandria charge?

Of the 9 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Alexandria?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Alexandria has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Alexandria

Top financial advisor firms in other Virginia cities