Arlington County, VA Financial Advisors and Resources



Financial Advisor Firms in Arlington County, VA


E*TRADE CAPITAL MANAGEMENT, LLC

Website

(703) 247-3700

671 N. Glebe Road
11th Floor
Arlington, VA 22203

SEC#: 801-58085
Years in Business: 20 years

ALEXANDRIA CAPITAL

Website

(202) 391-0170

1300 17th Street N
Suite 840
Arlington, VA 22209

SEC#: 801-62471
Years in Business: 18 years

RE ADVISERS CORPORATION

Website

(866) 673-0000

4301 Wilson Blvd.

Arlington, VA 22203

SEC#: 801-37391
Years in Business: 31 years

OMEGA WEALTH MANAGEMENT LLC

Website

(703) 387-0919

200 N. Glebe Road
Suite 730
Arlington, VA 22203

SEC#: 801-112348
Years in Business: 3 years

EVERMAY WEALTH MANAGEMENT, LLC

Website

(703) 822-5696

1776 Wilson Boulevard
Suite 520
Arlington, VA 22209

SEC#: 801-70170
Years in Business: 12 years

STRATEGIC INVESTMENT MANAGEMENT, LLC

Website

(703) 243-4433

1001 19th St. N.,16th Fl.

Arlington, VA 22209

SEC#: 801-31849
Years in Business: 33 years

WINSTON CAPITAL MANAGEMENT LLC

Website

(703) 905-9555

3030 Clarendon Boulevard
Suite 900
Arlington, VA 22201

SEC#: 801-54022
Years in Business: 24 years

EJF CAPITAL LLC

Website

(703) 875-8371

2107 Wilson Boulevard
Suite 410
Arlington, VA 22201

SEC#: 801-65725
Years in Business: 15 years

SANDS CAPITAL VENTURES, LLC

Website

(703) 562-4000

1000 Wilson Boulevard
Suite 3000
Arlington, VA 22209

SEC#: 801-72115
Years in Business: 10 years


How Retirement-Friendly is Arlington County, VA?

  • Population: 233,464
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $704,800
  • Average Monthly Housing Cost: $2,118
  • Average Household Income: $154,331
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)


Arlington County, VA Financial Advisor FAQs

It's important to ask the advisor about their qualifications and certifications. Ask what services they provide and how much it will cost you. How does the advisor charge for their service? Is there an ongoing fee or just one time at initiation?
It's important to hire a licensed professional. First, check to see if the person you're considering is registered as an investment advisory representative, agent, or broker with FINRA and your state securities board. Next, find out how long they've been in business and what companies they represent.
Most financial advisors get paid by charging a percentage of assets managed and/or receiving commissions from the sale of financial products.
Financial advisors help people manage and invest their money. They may recommend a number of professionally recommended investment plans that differ in risk and return.