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.

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.

Kilner Capital Advisors, LLC, headquartered in Gaithersburg, MD, is a highly regarded investment advisory firm that has been providing exceptional financial services since its establishment. With a team of three dedicated professionals, including two experienced investment advisors, the company delivers top-tier guidance and support to its diverse clientele. With an impressive average of approximately $276,230,000 in assets under management per investment advisor, Kilner Capital Advisors surpasses the industry average, highlighting their expertise and ability to generate significant value for their clients. Their compensation structure encompasses various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With over 150 individual clients, Kilner Capital Advisors manages a substantial amount of assets, exceeding $251,130,000. While the majority of these assets are allocated for high-net-worth individuals, the firm also possesses the expertise and capacity to effectively handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Notably, all the assets entrusted to Kilner Capital Advisors are managed on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. As a small but reputable investment advisory firm, Kilner Capital Advisors operates from two offices, serving clients with personalized attention and tailored strategies. Joseph Kilner and Melinda Wiedel, both seasoned registered advisors, contribute their extensive industry experience and knowledge to the firm, enhancing its ability to deliver exceptional financial guidance and achieve clients' investment objectives.

Bogart Wealth, LLC, a renowned local investment advisory firm headquartered in McLean, VA, is dedicated to providing top-tier financial services to its clients. With 28 highly skilled employees, including 16 expert investment advisors, Bogart Wealth, LLC prides itself on delivering exceptional investment advisory services. Their team's wealth of experience and expertise allows them to effectively manage a vast portfolio of assets, totaling an impressive $2,282,220,000 under management. What sets Bogart Wealth, LLC apart from others in the industry is their remarkable track record of success. Their investment advisors achieve an outstanding average of approximately $167,790,000 in assets under management per advisor, significantly surpassing the industry average. The firm's compensation structure is designed to align with their clients' best interests, incorporating various methods such as a percentage of assets under management and performance-based fees. While catering to a diverse client base of over 680 individuals, Bogart Wealth, LLC primarily focuses on managing the assets of high net worth individuals. Although 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to effectively handle employer funds. A substantial 66% of the assets they manage are discretionary, giving clients peace of mind and allowing the firm to make informed investment decisions on their behalf. With four offices strategically located, Bogart Wealth, LLC ensures convenient access and personalized service for their clients. The firm boasts a team of seasoned advisors, including esteemed professionals like Michael Duffy, Michael Camara, and Peter Knoer, who have been with the company for an extensive period, bringing a wealth of knowledge and experience to their clients' portfolios.

Cassaday & Company, Inc., located in McLean, VA, is a highly reputable investment advisory firm with an impressive track record. With 83 dedicated employees, including 19 experienced investment advisors, they offer comprehensive financial solutions to a diverse clientele. The firm manages a substantial portfolio, with an average of $212,310,000 in assets under management per investment advisor, significantly surpassing industry standards. Cassaday & Company, Inc. prides itself on its tailored compensation structure, which includes various options such as a percentage of assets under management and hourly charges. While they handle a wide range of accounts, including 401(k) and individual accounts, their expertise extends to managing employer funds. Notably, the firm exercises full discretion over 100% of the assets it manages. Specializing in high-net-worth individuals, Cassaday & Company, Inc. has built a strong reputation by delivering exceptional investment strategies and personalized service. In addition to their investment advisory services, the firm also serves as a registered representative of a broker-dealer and provides insurance brokerage services. Boasting an extensive client base of over 1,780 individuals, Cassaday & Company, Inc. manages a remarkable $4,033,818,000 in assets. The firm's success can be attributed, in part, to its team of highly experienced advisors. Notable among them are Alex Karkeek, Kyle Cassaday, and Justin Harris, who have established themselves as some of the firm's longest tenured and most respected professionals. With their deep expertise and unwavering commitment to client success, Cassaday & Company, Inc. continues to thrive in the competitive landscape of investment advisory services.

Baltimore-Washington Financial Advisors, based out of Columbia, MD, is a highly reputable local investment advisory firm with a track record of success. With over 3,180 individual clients and an impressive $1,442,581,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With one office serving their diverse clientele, Baltimore-Washington Financial Advisors specializes in managing employer 401Ks and individual assets, making up approximately half of their assets under management. Their extensive experience in this space sets them apart, enabling them to provide tailored investment strategies to meet the unique needs of their clients. A significant advantage of partnering with Baltimore-Washington Financial Advisors is their discretion over managing 95% of the assets they oversee. This discretion allows them to make strategic investment decisions based on their expertise and market insights, ultimately benefiting their clients' portfolios. The firm's compensation structure offers flexibility, including a percentage of assets under management. This approach aligns their interests with their clients' and ensures a focus on generating favorable investment outcomes. Baltimore-Washington Financial Advisors boasts a team of 22 highly skilled employees, with 11 dedicated to providing investment advisory services. Their average assets under management per investment advisor exceed the industry average at approximately $131,140,000, demonstrating their ability to handle substantial portfolios. The firm takes pride in its long-tenured advisors, including Robert Carpenter, John Kelly, and Joseph Caputo, who bring a wealth of knowledge and expertise to the table. Their commitment to client success and continuous growth has earned them the trust and loyalty of their clients throughout the years.

Law & Associates Inc, based out of Glen Echo, MD, is a small investment advisory firm with a strong reputation in the industry. With over 180 individual clients and assets under management exceeding $228,012,000, the firm has established itself as a trusted partner for high net worth individuals seeking expert financial guidance. Additionally, Law & Associates Inc offers insurance brokerage services, catering to the diverse needs of their clientele. With a single office location, the firm operates efficiently, ensuring personalized attention to each client's unique financial goals and objectives. While the majority of their assets under management are derived from high net worth individuals, Law & Associates Inc also possesses the expertise to manage employer funds. Their skilled team of six employees includes three dedicated investment advisors who deliver comprehensive advisory services. Law & Associates Inc implements a flexible compensation structure, providing various options such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures alignment with clients' preferences and allows for tailored solutions. The firm's investment advisors possess extensive industry knowledge and experience, with several of the longest-tenured advisors being Ramzi Baklouti, Janice Henderson, and Davita Alford-Cooper. Their collective expertise and commitment to client success contribute to Law & Associates Inc's track record of delivering effective financial strategies. With an average of approximately $76,000,000 in assets under management per investment advisor, Law & Associates Inc stands on par with industry standards. As a trusted financial partner, they continue to prioritize client satisfaction and work towards achieving long-term financial prosperity for their diverse clientele.

Folger Nolan Fleming Douglas Incorporated, a reputable regional investment advisory firm headquartered in Washington, DC, boasts a robust clientele of over 570 individual clients. With an impressive $972,056,000 in assets under management, the company has established itself as a trusted player in the financial industry. Operating from three strategically located offices, they offer personalized investment solutions to cater to the unique needs of their diverse clientele. While 401K and individual accounts comprise less than 30% of their assets under management, Folger Nolan Fleming Douglas Incorporated possesses the expertise to effectively manage employer funds. The firm primarily focuses on serving high net worth individuals, expertly guiding them towards achieving their financial goals. Folger Nolan Fleming Douglas Incorporated operates with a compensation structure that includes various models, such as a percentage of assets under management. The firm takes pride in its team of 54 dedicated employees, with 25 of them specifically dedicated to providing investment advisory services. On average, each investment advisor manages an impressive $38,880,000 in assets. Noteworthy among the firm's talented advisors are Angela Moreira, Daniel Healey, and Christopher Durchanek, who have demonstrated their commitment and expertise over the years. Their extensive knowledge and experience contribute to the firm's reputation for delivering superior financial guidance and results. As Folger Nolan Fleming Douglas Incorporated continues to expand its reach and build upon its impressive track record, clients can trust in their professionalism, expertise, and dedication to helping individuals and organizations navigate the complexities of the financial landscape.

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.