Wealth manager, independent · McLean, VA
Range Advisory, LLC
SEC-registered investment adviser · CRD 321969 · SEC 801-125927
At a glance
Range Advisory, LLC is an SEC-registered investment adviser based in McLean, Virginia, with $1.4B in regulatory assets under management as of its Form ADV filed September 23, 2026. It reports 1,773 individual clients, 806 of them high-net-worth, holding an average of about $0.8 million each, and 38 employees. That ranks it 799th among the nation’s 5,657 independent wealth management RIAs and 23rd of 151 in Virginia. It reports 2 custodians for its clients’ separately managed accounts: Altruist and Apex Fintech.
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Main office 703-261-4126range.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #799 of 5,657
- Rank among all SEC RIAs
- #4,471 of 17,210
- Rank in Virginia
- #23 of 151
- Individual clients
- 1,773
- High-net-worth clients
- 806
- Accounts
- 5,205
- Discretionary
- 100% of AUM
- Employees
- 38
- Advisory staff
- 18
- Offices
- 3
Owners and executives on its Form ADV
- Fahad HassanCEO, CCO & Co-Founder
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Range Investing, LLC.
- Range Investing, LLC ↗CRD 335971
Its Form ADV brochure (filed September 2026) names Range Investing as the broker-dealer its advisers are registered with.
Certain supervised persons of Range Advisory are also supervised persons of, or registered representatives of, affiliated entities, including Range Investing, LLC and 21 Range Tax, LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 806 | $1.1B | 79% |
| Individuals | 967 | $290M | 21% |
Disciplinary disclosures
Range Advisory, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗range.com ↗
AtlasMembers
The full record on Range Advisory, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,678 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Virginia
All of Virginia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| WealthcrossingRichmond | $1.5B | 266 |
| D'orazio Wealth AdvisorsVienna | $1.4B | 291 |
| Acorn Financial Advisory Services, Inc.Reston | $1.4B | 2,584 |
| Evermay Wealth Management, LLCArlington | $1.3B | 558 |
| Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg | $1.3B | 693 |
| Canal Capital Management, LLCRichmond | $1.3B | 390 |
Background
Questions
How much does Range Advisory, LLC manage?
Range Advisory, LLC reports $1.4B in regulatory assets under management across 5,205 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
How many clients does Range Advisory, LLC have?
It reports 1,773 individual clients: 806 high-net-worth individuals and 967 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Range Advisory, LLC headquartered?
Its main office is in McLean, Virginia. It reports 3 offices in total and 38 employees, 18 of whom perform investment advisory functions.
How does Range Advisory, LLC charge clients?
On Form ADV it lists these forms of compensation: other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Range Advisory, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Altruist and Apex Fintech. On Schedule D of its Form ADV filed September 23, 2026, it reports these amounts held: Altruist ($1.1B); Apex Fintech ($280M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Range Advisory, LLC a hybrid RIA with a broker-dealer?
It names an affiliated broker-dealer: Range Investing, LLC.
Is Range Advisory, LLC a fiduciary?
As an SEC-registered investment adviser, Range Advisory, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Range Advisory, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →