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Alexander Randolph Advisory Inc

Updated today

Client assets under management

$403,783,975

Clients

138

73% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

69

High

Average account size

$2,925,971

About

Alexander Randolph Advisory, Inc. serves mainly individual and high-net-worth clients as well as a small number of trusts, retirement plans and charitable organizations, providing investment management, wealth management and financial planning services. Its wealth-management work explicitly includes retirement planning, income and estate tax planning and assistance in preparing clients’ personal and trust income tax returns.

The firm tailors portfolios to each client through a written investment policy statement that sets objectives, horizon, target asset allocation, risks and constraints, and it manages accounts on both discretionary and non-discretionary bases. Investment decisions are driven by fundamental securities analysis and a preference for no-load mutual funds and low-cost ETFs, with emphasis on minimizing transaction costs and mutual fund operating expenses.

Notably, the firm integrates tax-return assistance and tax planning into its advisory offering, a service mix that is less common among supported peers that focus primarily on portfolio management. It also manages roughly $404 million across about 139 client portfolios with a small advisory team, and uses institutional custodial services while aggregating trades to seek consistent execution across client accounts.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)

Fee options

Fixed

One-time financial plan fees based on hours at $300-$750 per hour

Percentage

$0 - $500,000: 1% annually $500,000+: 0.5% annually

Project-based

$300-$750 per hour for wealth management and financial planning services

Other

Minimum fee: Generally $5,000 annual minimum fee for new clients, waivable if expected fees reach $5,000 within 1-2 years Fee-only: Investment management fees based on AUM; no commissions or sales charges accepted

Main office location

Alexander Randolph Advisory Inc

8200 Greensboro Drive, Suite 1125

Mclean VA 22102, United States

Number of offices

1

Most active in

District of Columbia · Florida · Maryland · New York · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew S

CFP®, CFA®, Series 63

Reston, VA

Alexander Randolph Advisory Inc

Matthew Shriver is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of experience. He has been with Alexander Randolph Advisory, Inc. since 2002. The firm provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations. Alexander Randolph Advisory customizes portfolios based on client-specific investment policy statements and emphasizes fundamental analysis, low-cost funds, and transaction cost minimization, managing approximately $364 million across 143 client portfolios.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Gary S

Series 63, Series 65

Reston, VA

Alexander Randolph Advisory Inc

Gary Schlaffer is a financial advisor at Alexander Randolph Advisory, Inc. in Reston, VA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Alexander Randolph Advisory, Inc. since 1993. Alexander Randolph Advisory, Inc. provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations, managing approximately $364 million in client assets. The firm customizes portfolios through signed investment policy statements and focuses on fundamental analysis, low-cost mutual funds and ETFs, minimizing transaction costs, and regular portfolio reviews. It also offers optional tax and accounting services through an affiliated accounting practice.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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