The Capital Group Investment Advisory Services, LLC, headquartered in Bethesda, MD, is a prominent local investment advisory firm catering to a diverse client base. With over 220 individual clients, the firm manages an impressive $807,664,000 in assets. The Capital Group Investment Advisory Services, LLC specializes in discretionary asset management, with 100% of the assets they oversee falling under this category. Although 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise and capability to effectively manage employer funds. Committed to providing comprehensive investment guidance, The Capital Group Investment Advisory Services, LLC employs a team of 16 dedicated professionals, all of whom are focused on delivering exceptional investment advisory services to their clients. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select a payment method that aligns with their specific needs and preferences. The Capital Group Investment Advisory Services, LLC distinguishes itself with its average of approximately $50,480,000 in assets under management per investment advisor, which falls within the industry average. Notably, the firm boasts a team of highly experienced advisors, including Paul Cook, Lewis Evans, and Robert Hannan, who have demonstrated long-term dedication to the company and its clients. With their commitment to personalized service and a solid track record in asset management, The Capital Group Investment Advisory Services, LLC continues to be a trusted partner for individuals and organizations seeking expert guidance in achieving their financial goals.

Water Street Financial LLC is a reputable investment advisory firm located in Winchester, VA. With a single office, they provide comprehensive financial services to their local clientele. The firm is comprised of a dedicated team of eight professionals, with six of them specializing in investment advisory services. With an impressive average of $24,550,000 in assets under management per investment advisor, Water Street Financial LLC demonstrates a strong track record in managing client investments. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Water Street Financial LLC has garnered extensive experience in managing assets from employer 401(k) plans and individual accounts, which collectively contribute to approximately half of their assets under management. This expertise in the retirement plan space positions them as trusted advisors in helping clients secure their financial futures. An impressive 79% of the assets they manage are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With over 280 individual clients, Water Street Financial LLC oversees a substantial portfolio with assets under management totaling over $147,272,000. The firm is proud of its team of experienced advisors, with Anthony Sutton, Jeffrey Reid, and Christopher Cotterell being among the longest-tenured professionals. Their deep industry knowledge and commitment to client success have been instrumental in building lasting relationships with their valued clients. Water Street Financial LLC continues to be a trusted partner, offering personalized financial strategies and expert guidance to individuals and businesses in Winchester and beyond.

Arbor Private Wealth, LLC is a highly regarded investment advisory firm based in Ashburn, VA. With a dedicated team of three employees, all of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach. Serving over 50 individual clients, Arbor Private Wealth, LLC manages assets exceeding $106,328,000. The firm's expertise lies in managing the portfolios of high-net-worth individuals, with the majority of the assets they oversee belonging to this segment. Additionally, while 401K plans and individual accounts comprise less than 30% of their assets under management, Arbor Private Wealth, LLC possesses the capability and experience to effectively handle employer funds. Operating with discretion over 67% of the assets they manage, the firm upholds strict confidentiality and focuses on personalized strategies tailored to each client's unique financial goals. With two offices in Ashburn, VA, Arbor Private Wealth, LLC ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including Sara Kanig, Amy Showalter, and Eric Showalter, who boast extensive tenures at the company. Their long-standing presence and expertise contribute to the firm's success in delivering top-notch investment advisory services. Arbor Private Wealth, LLC stands as a trusted partner, dedicated to helping clients navigate the complexities of wealth management and achieve their financial aspirations.

Buchanan Wealth Management, headquartered in Reston, VA, is a reputable investment advisory firm catering to a diverse clientele. With a focus on personalized financial strategies, they manage a substantial portfolio of over $108,735,000 in assets. Serving over 120 individual clients, Buchanan Wealth Management offers comprehensive wealth management solutions. While the firm primarily handles discretionary assets, they also possess expertise in managing employer funds. Their dedicated team of four employees, including two experienced investment advisors, ensures tailored investment advice and exceptional service. Matthew Buchanan and Goeun Choi stand as the firm's longest-tenured registered advisors, contributing their extensive knowledge and expertise to client portfolios. Buchanan Wealth Management adopts a flexible compensation structure, offering various options to suit clients' needs. They charge a percentage of assets under management, fixed fees, and hourly rates, providing transparent and flexible payment options. With an average of $54,370,000 in assets under management per investment advisor, Buchanan Wealth Management maintains an industry-standard performance level. By utilizing their expertise and resources, they strive to optimize clients' financial goals and objectives. As a small investment advisory firm with one office in Reston, VA, Buchanan Wealth Management combines personalized attention with a deep understanding of the financial markets. They are committed to building long-term relationships with clients, providing comprehensive wealth management solutions tailored to individual needs.

Motley Fool Wealth Management, LLC, a regional investment advisory firm based out of Alexandria, VA, has established itself as a trusted partner in the financial industry. With over 2,590 individual clients and an impressive $1,621,706,000 in assets under management, they have earned a reputation for delivering exceptional service and results. Motley Fool Wealth Management, LLC operates across six offices, strategically positioned to serve their diverse clientele effectively. Their expertise lies in managing both employer 401Ks and individual investments, which together constitute around half of their total assets under management. This extensive experience in the retirement planning space sets them apart from other firms. As a discretionary asset manager, Motley Fool Wealth Management, LLC has the authority to make investment decisions on behalf of their clients, ensuring a proactive and tailored approach. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, accommodating various client needs. The firm boasts a dedicated team of 64 employees, with 33 of them providing invaluable investment advisory services. With an average of approximately $49,140,000 in assets under management per investment advisor, they align with industry norms. Notably, Motley Fool Wealth Management, LLC is fortunate to have several long-tenured advisors, including Michael Hunter, John Freemire, and Nicholas Crow, who contribute their wealth of experience and expertise to the firm's success. Motley Fool Wealth Management, LLC's commitment to delivering personalized and comprehensive financial solutions has established them as a trusted partner in wealth management. With a strong track record and a focus on client satisfaction, they continue to help individuals and businesses achieve their financial goals.

Burkholder & Associates, LLC, a highly regarded investment advisory firm, is headquartered in Chevy Chase, MD, with two offices. With a team of five employees, including three dedicated investment advisors, they provide comprehensive financial guidance to their esteemed clientele. Their average of approximately $48,560,000 in assets under management per advisor aligns with industry norms, demonstrating their ability to effectively handle client portfolios. Burkholder & Associates offers various compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in client relationships. Although 401K and individual accounts make up less than 30% of their assets under management, Burkholder & Associates possesses the expertise to manage employer funds, broadening their range of services. With 94% of their managed assets being discretionary, the firm exercises full authority in investment decision-making on behalf of their clients. Specializing in serving high-net-worth individuals, Burkholder & Associates manages a majority of assets for this client segment. In addition to their investment advisory services, they also serve as registered representatives of a broker-dealer and function as insurance brokers or agents, providing comprehensive financial solutions. Burkholder & Associates caters to over 30 individual clients, overseeing more than $145,688,000 in assets under management. With experienced registered advisors such as Kimberly Bleck and Nicholas Burkholder, the firm maintains a foundation of knowledge and longevity, establishing trust and credibility within the industry. Clients can rely on Burkholder & Associates to deliver personalized, strategic financial advice and guide them towards their financial goals with integrity and expertise.

SELECT INVESTMENT SOLUTIONS, LLC is a small investment advisory firm based out of Washington, DC. With a team of five dedicated professionals, three of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. With an average of $1,010,000 in assets under management per investment advisor, they demonstrate expertise in managing and growing their clients' portfolios. Their compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management. This flexible approach ensures that their interests are aligned with those of their clients, as they have a vested interest in delivering successful investment outcomes. Select Investment Solutions, LLC boasts an impressive track record, managing over $26,187,000 in assets for more than 30 individual clients. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, indicating their proficiency in navigating this specialized area. Furthermore, all the assets they manage are discretionary, emphasizing the trust their clients place in their expertise and judgment. With a single office in Washington, DC, Select Investment Solutions, LLC is deeply rooted in the local financial landscape. Their proximity to the nation's capital provides them with unique insights into market trends and opportunities. As a result, they are able to tailor their investment strategies to meet the specific needs and goals of their diverse clientele. Overall, Select Investment Solutions, LLC stands out as a highly competent and client-focused investment advisory firm, delivering personalized financial solutions to help their clients achieve their long-term financial objectives.

HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts. Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory services, ensures personalized attention and expertise for their clients. On average, each investment advisor manages approximately $76,720,000 in assets, which aligns with industry standards. Hoxton Planning & Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to different client needs and preferences effectively. Notably, Amanda Runkles and Archibald Hoxton are two of the firm's longest tenured registered advisors, further highlighting their commitment to building enduring client relationships. With their combined knowledge and experience, Hoxton Planning & Management, LLC stands out as a reliable partner in achieving financial goals for their diverse clientele.

New Potomac Partners LLC is a reputable investment advisory firm based out of Bethesda, MD. With over 30 individual clients and an impressive $166,465,000 in assets under management, they offer comprehensive financial guidance to their discerning clientele. The firm operates from two well-equipped offices, ensuring accessibility and convenience for their clients. While New Potomac Partners LLC primarily manages assets for individual clients, comprising less than 30% of their total assets under management, they also possess the expertise to oversee employer funds. A noteworthy 7% of the assets they manage are discretionary, demonstrating their capability to make informed investment decisions on behalf of their clients. The firm's compensation structure is diverse and flexible, accommodating different client needs. It includes a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the most suitable arrangement for their financial goals. New Potomac Partners LLC prides itself on the expertise and dedication of its three highly skilled employees, all of whom provide top-notch investment advisory services. On average, each investment advisor manages approximately $55,490,000 in assets under management, aligning with the industry standard. With a commitment to long-term relationships, New Potomac Partners LLC boasts a team of seasoned advisors, including Robin Mitler, David Straus, and Joshua Olds, who have served the firm faithfully and garnered extensive experience in the industry. Their collective knowledge and unwavering dedication contribute to the firm's stellar reputation and continued success.

Glassy Mountain Advisors, Inc. is a well-established local investment advisory firm headquartered in Bethesda, MD. With three offices, they provide comprehensive financial solutions to their clients. With a team of six professionals, including five dedicated investment advisors, Glassy Mountain Advisors, Inc. offers expert guidance and personalized service. On average, each investment advisor at Glassy Mountain Advisors, Inc. manages approximately $44,940,000 in assets under management. This figure aligns with the industry average, demonstrating their ability to effectively handle client portfolios and deliver competitive results. The firm's compensation structure includes various options, primarily focused on a percentage of assets under management. This ensures that their interests are closely aligned with those of their clients. Glassy Mountain Advisors, Inc. takes a discretionary approach to asset management, granting them the autonomy to make informed investment decisions on behalf of their clients. This dedication to discretion underscores their commitment to delivering optimal outcomes and managing risk effectively. The firm primarily manages assets for high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. With over 30 individual clients and an impressive $224,702,000 in assets under management, Glassy Mountain Advisors, Inc. has established a strong presence in the industry. Ross Smyth, Michael McIntyre, and Brian Hawthorne-Codato are among the firm's longest-tenured advisors, contributing their extensive experience and expertise to the success of the firm. Glassy Mountain Advisors, Inc.'s commitment to personalized service, comprehensive financial solutions, and a team of experienced professionals make them a trusted choice for individuals seeking expert investment advisory services in Bethesda and beyond.

Capitol Private Wealth Group LLC, based out of Vienna, VA, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions. With one office serving as their hub, they boast a team of seven highly skilled professionals, four of whom specialize in delivering top-notch investment advisory services. Their expertise is reflected in their impressive average of approximately $64,000,000 in assets under management per investment advisor, aligning with the industry average. When it comes to compensation, Capitol Private Wealth Group LLC offers a diverse range of structures to cater to their clients' preferences. They are flexible and accommodate various arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Notably, they possess substantial experience in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Their exceptional track record in this sector underscores their prowess in meeting the unique financial needs of their clients. Capital Private Wealth Group LLC prides itself on managing 100% of their clients' assets with a discretionary approach, showcasing their expertise and ability to make strategic investment decisions on behalf of their clientele. With an impressive portfolio of over 370 individual clients, they oversee a remarkable $256,018,000 in assets under management. The firm's success can be attributed, in part, to the exceptional talents of their longest-tenured advisors. The experienced team includes Lisa Barbieri, Anders Lundegard, and Bobby Glass, whose knowledge and dedication have contributed to the firm's stellar reputation. Capitol Private Wealth Group LLC continues to provide expert financial guidance, nurturing their clients' wealth and empowering them to achieve their long-term financial goals.