CAMPBELL WEALTH MANAGEMENT, INC. - Financial Advisor in Virginia, Alexandria

Tel: 703-535-5300 330 John Carlyle Street Suite 400 Alexandria, Virginia 22314

About CAMPBELL WEALTH MANAGEMENT, INC.

CAMPBELL WEALTH MANAGEMENT, INC. is a Alexandria, Virginia based financial advisory firm with nearly $1,004,912,030 in assets under management and provides investment advisory services for 1921 clients. There are currently 31 financial advisors at the firm.

General Information

Firm CRD#:

152956

Firm SEC#:

801-71121

Assets Under Management:

$1,004,912,030

No. of Clients:

1921

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (WORKSHOPS AND SEMINARS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Virginia?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Virginia, Alexandria

FirmCRD#:159616

SEC#:801-126354

No. of Advisors:30

No. of Clients:25

AUM:$5,998,340,156

FirmCRD#:165689

SEC#:801-77616

No. of Advisors:52

No. of Clients:4406

AUM:$2,179,069,480

FirmCRD#:149688

SEC#:801-69975

No. of Advisors:12

No. of Clients:6

AUM:$1,841,033,142

FirmCRD#:105444

SEC#:801-19358

No. of Advisors:9

No. of Clients:39

AUM:$1,684,077,547

FirmCRD#:283131

SEC#:801-110274

No. of Advisors:15

No. of Clients:4

AUM:$1,424,806,123

FirmCRD#:304433

SEC#:801-126145

No. of Advisors:80

No. of Clients:3

AUM:$1,234,524,416

FirmCRD#:110545

SEC#:801-32509

No. of Advisors:6

No. of Clients:487

AUM:$1,019,146,165

FirmCRD#:159882

SEC#:801-76802

No. of Advisors:10

No. of Clients:826

AUM:$433,823,870

FirmCRD#:147529

SEC#:801-107125

No. of Advisors:3

No. of Clients:662

AUM:$427,887,713

FirmCRD#:297268

SEC#:801-113972

No. of Advisors:5

No. of Clients:724

AUM:$294,051,825

FirmCRD#:171302

SEC#:801-79679

No. of Advisors:3

No. of Clients:63

AUM:$191,643,207

FirmCRD#:107396

SEC#:801-40578

No. of Advisors:4

No. of Clients:231

AUM:$162,621,483

FirmCRD#:148727

SEC#:801-121413

No. of Advisors:3

No. of Clients:202

AUM:$162,303,533

FirmCRD#:37499

SEC#:801-36800

No. of Advisors:7

No. of Clients:451

AUM:$151,796,835

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

COLUMBIA CAPITAL

159616

801-126354

$5,998,340,156

MOTLEY FOOL WEALTH MANAGEMENT, LLC

165689

801-77616

4406

$2,179,069,480

MOTLEY FOOL ASSET MANAGEMENT

149688

801-69975

$1,841,033,142

THE EDGAR LOMAX COMPANY

105444

801-19358

$1,684,077,547

DC CAPITAL PARTNERS MANAGEMENT, L.P.

283131

801-110274

$1,424,806,123

OXFORD FINANCE ADVISORS, LLC

304433

801-126145

$1,234,524,416

AVENIR CORPORATION

110545

801-32509

487

$1,019,146,165

MONUMENT WEALTH MANAGEMENT

159882

801-76802

826

$433,823,870

MCLAUGHLIN RYDER INVESTMENTS, INC.

147529

801-107125

662

$427,887,713

4J WEALTH MANAGEMENT, LLC

297268

801-113972

724

$294,051,825

RETIREMENT PLANOLOGY, INC.

171302

801-79679

$191,643,207

MCGINN PENNINGER INVESTMENT MANAGMENT, INC.

107396

801-40578

231

$162,621,483

8TH STREET INVESTMENTS, LLC

148727

801-121413

202

$162,303,533

WESTBOURNE INVESTMENTS, INC.

37499

801-36800

451

$151,796,835

Explore More Financial Advisor Firms in Alexandria, Virginia >>