Top 5 financial advisor firms in Arlington

5 SEC-registered financial advisor firms are headquartered in Arlington, VA, with $2.11B in combined regulatory assets under management. The largest by assets are Evermay Wealth Management ($1.33B), Omega Wealth Management ($310M) and Opulen Financial Group ($172M).

5
Financial advisor firms: $2.11B
Their combined AUM: $172M
Median firm AUM: 1,245
Clients of the top 5

The 5 largest by assets

1
Evermay Wealth Management
RIA
$1.33B
Regulatory AUM
2
Omega Wealth Management
RIA
$310M
Up to 1.00% a year
3
Opulen Financial Group
RIA
$172M
0.75% to 1.75% a year
4
XPS Capital
RIA
$151M
Regulatory AUM
5
Glover Park Wealth Management
RIA
$144M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Evermay Wealth Management

Evermay Wealth Management is an investment adviser based in Arlington, VA, registered with the SEC since 2009. 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 $1.33 billion, as filed on 11 August 2026.

Regulatory AUM: $1.33B
Clients: 567
Advisory staff: 17
Founded: 2008
Custodians: Charles Schwab
Headquarters: 3901 Fairfax Drive, Suite 400, Arlington, VA 22203
Phone: 703-822-5696
Website: evermay.com

No. 2 · RIA

Omega Wealth Management

Omega Wealth Management is an investment adviser based in Arlington, VA, registered with the SEC since 2018. 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 $310 million, as filed on 20 March 2026.

Omega Wealth Management charges up to 1.00% a year for its Investment management fee.

Regulatory AUM: $310M
Clients: 152
Advisory staff: 4
Founded: 1999
Fee schedule: Up to 1.00% a year
Custodians: SEI Private Trust
Headquarters: 4501 N Fairfax Drive, Suite 602, Arlington, VA 22203
Phone: 703-387-0919
Website: omegawealthmanagement.com

No. 3 · RIA

Opulen Financial Group

Opulen Financial Group is an investment adviser based in Arlington, VA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $172 million, as filed on 21 January 2026.

Opulen Financial Group charges 0.75%–1.75% a year for its Asset Management.

Regulatory AUM: $172M
Clients: 172
Advisory staff: 1
Fee schedule: 0.75% to 1.75% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 3101 Wilson BLVD, Suite 500, Arlington, VA 22201
Phone: 571-299-2053
Website: opulenfg.com

No. 4 · RIA

XPS Capital

XPS Capital is an investment adviser based in Arlington, VA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $151 million, as filed on 23 July 2026.

Regulatory AUM: $151M
Clients: 164
Advisory staff: 2
Custodians: Charles Schwab, Fidelity
Headquarters: 1700 N. Moore St., Suite 1130, Arlington, VA 22209
Phone: 888-336-8402
Website: copeconnelly.com

No. 5 · RIA

Glover Park Wealth Management

Glover Park Wealth Management is an investment adviser based in Arlington, VA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $144 million, as filed on 23 September 2026.

Regulatory AUM: $144M
Clients: 190
Advisory staff: 2
Custodians: Charles Schwab, Adp Broker-Dealer
Headquarters: 4201 Wilson Boulevard, 3rd Floor, Suite 27, Arlington, VA 22203
Phone: 202-926-3636
Website: gloverparkwealth.com

Questions about financial advisors in Arlington

How many financial advisor firms are headquartered in Arlington?

5 SEC-registered financial advisor firms report their principal office in Arlington, VA, managing $2.11B in regulatory assets between them. The other 16 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 Arlington?

Evermay Wealth Management, with $1.33B in regulatory assets under management on its latest Form ADV. The next largest are Omega Wealth Management ($310M) and Opulen Financial Group ($172M).

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

How large is a typical financial advisor firm in Arlington?

The median firm manages $172M in regulatory assets. That is the midpoint of the 5 firms headquartered in Arlington.

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

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

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

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