Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Monument Wealth Management financial advisors in Alexandria, VA

Every SEC-registered investment adviser representative at a Monument Wealth Management office in Alexandria, A to Z.

The short answer

6 registered advisors work at Monument Wealth Management in Alexandria, out of 8 at the firm nationwide; it ranks number 13 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Monument Wealth Management advisors in Alexandria, A to Z

Every Monument Wealth Management advisor →

Monument Wealth Management advisors in every city and state →Monument Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Monument Wealth Management advisors in other cities

Hyattsville, MD 1McLean, VA 1

Other firms in Alexandria

All Alexandria advisors →

Morgan Stanley 28Strategic Advisers LLC 28Wells Fargo Clearing Services, LLC 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 26LPL Financial LLC 17Wells Fargo Advisors Financial Network, LLC 17Charles Schwab & Co., Inc. 16Captrust 13First Command Advisory Services 10Ameriprise Financial Services, LLC 8Edward Jones 7Janney Montgomery Scott LLC 7

Questions

How many financial advisors does Monument Wealth Management have in Alexandria?

6 investment adviser representatives are registered at Monument Wealth Management offices in Alexandria, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Monument Wealth Management one of the largest advisor employers in Alexandria?

Monument Wealth Management ranks number 13 in Alexandria by registered advisors; Morgan Stanley has the most, with 28.

How do I check a Monument Wealth Management advisor in Alexandria?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Monument Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.