Rialytix insights
Top RIA Firms in Alexandria, Virginia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Alexandria, Virginia. This hub covers 17 matching firms with $21.9B in total reported AUM and median AUM of $522.1M.
Firms
17
Matching current profiles
Total AUM
$21.9B
Reported regulatory AUM
Median AUM
$522.1M
Across firms with AUM
Largest firm
$9.1B
Columbia Capital
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Columbia Capital CRD 159616 · Limited Partnership | ALEXANDRIA, VA | $9.1B May 2026 | +$2.3B+34.3% | +$4.5B+95.7% | — | +$5.5B+149.8% | -4 employees-14.8% over 3Y | +3 accounts+12.5% over 3Y |
| 2. Motley Fool Asset Management CRD 149688 · Limited Liability Company | ALEXANDRIA, VA | $2.6B Dec 2025 | +$762.6M+41.4% | +$1.5B+142.7% | +$1.3B+98.0% | +$2.3B+853.1% | +4 employees+40.0% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Oxford Finance Advisors, LLC CRD 304433 · Limited Liability Company | ALEXANDRIA, VA | $2.4B Mar 2026 | +$1.2B+95.0% | +$1.4B+141.8% | — | +$1.7B+264.8% | +11 employees+15.1% over 3Y | +1 accounts+33.3% over 3Y |
| 4. Motley Fool Wealth Management, LLC CRD 165689 · Limited Liability Company | ALEXANDRIA, VA | $1.6B Apr 2026 | -$583.7M-26.8% | -$26.4M-1.6% | -$642.6M-28.7% | +$1.5B+1127.2% | -25 employees-39.1% over 3Y | -2,479 accounts-54.0% over 3Y |
| 5. The Edgar Lomax Company CRD 105444 · Corporation | ALEXANDRIA, VA | $1.4B Mar 2026 | -$260.1M-15.4% | -$335.0M-19.0% | -$226.0M-13.7% | +$127.8M+9.9% | 0 employees+0.0% over 3Y | -4 accounts-10.0% over 3Y |
| 6. DC Capital Partners Management, L.p. CRD 283131 · Limited Partnership | ALEXANDRIA, VA | $1.4B May 2026 | -$156.1M-10.0% | +$175.8M+14.3% | +$886.9M+172.1% | +$1.0B+286.8% | +3 employees+20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Avenir Corporation CRD 110545 · Corporation | ALEXANDRIA, VA | $849.3M Mar 2026 | -$154.0M-15.4% | -$249.6M-22.7% | -$380.5M-30.9% | +$99.2M+13.2% | -1 employees-14.3% over 3Y | -148 accounts-24.9% over 3Y |
| 8. Monument Wealth Management CRD 159882 · Limited Liability Company | ALEXANDRIA, VA | $531.7M Mar 2026 | +$66.6M+14.3% | +$131.9M+33.0% | +$219.3M+70.2% | — | +1 employees+10.0% over 3Y | +4 accounts+0.5% over 3Y |
| 9. Mclaughlin Ryder Investments, INC. CRD 147529 · Corporation | ALEXANDRIA, VA | $522.1M Mar 2026 | +$94.2M+22.0% | +$124.6M+31.3% | +$320.8M+159.3% | +$358.0M+218.2% | 0 employees+0.0% over 3Y | +228 accounts+40.9% over 3Y |
| 10. Westbourne Investments, INC. CRD 37499 · Corporation | ALEXANDRIA, VA | $276.4M Mar 2026 | +$55.3M+25.0% | +$86.1M+45.2% | +$87.0M+45.9% | +$238.4M+627.3% | -1 employees-12.5% over 3Y | +182 accounts+86.3% over 3Y |
| 11. Retirement Planology, INC. CRD 171302 · Corporation | ALEXANDRIA, VA | $265.9M Mar 2026 | +$74.3M+38.8% | +$119.1M+81.1% | +$36.4M+15.8% | +$166.3M+167.0% | 0 employees+0.0% over 3Y | +4 accounts+6.8% over 3Y |
| 12. Rockbridge Asset Management, LLC CRD 329880 · Limited Liability Company | ALEXANDRIA, VA | $218.0M May 2026 | +$28.6M+15.1% | — | — | +$80.1M+58.1% | +1 employees+33.3% over 1Y | -20 accounts-24.1% over 1Y |
| 13. Mcginn Penninger Investment Management INC. CRD 107396 · Corporation | ALEXANDRIA, VA | $204.4M Mar 2026 | +$30.2M+17.3% | +$31.6M+18.3% | +$82.5M+67.6% | +$152.5M+293.5% | +2 employees+66.7% over 3Y | +114 accounts+52.3% over 3Y |
| 14. 8TH Street Investments, LLC CRD 148727 · Limited Liability Company | ALEXANDRIA, VA | $166.9M Mar 2026 | -$4.8M-2.8% | +$23.8M+16.6% | +$119.5M+251.9% | +$119.5M+251.9% | 0 employees+0.0% over 3Y | +8 accounts+4.0% over 3Y |
| 15. Piedmont Wealth Management CRD 340285 · Limited Liability Company | ALEXANDRIA, VA | $156.1M Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 16. Evolutionary Tree Capital Management, LLC CRD 291127 · Limited Liability Company | ALEXANDRIA, VA | $91.7M Apr 2026 | -$10.7M-10.4% | -$25.8M-22.0% | -$90.5M-49.7% | +$26.4M+40.4% | 0 employees+0.0% over 3Y | -31 accounts-28.7% over 3Y |
| 17. Union Street Partners LLC CRD 156148 · Limited Liability Company | ALEXANDRIA, VA | $86.3M Feb 2026 | +$11.4M+15.2% | +$24.3M+39.3% | +$52.2M+153.3% | +$76.9M+817.6% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.