OLIO FINANCIAL PLANNING is a Mclean, Virginia based financial advisory firm with nearly $412,667,401 in assets under management and provides investment advisory services for 1486 clients. There are currently 12 financial advisors at the firm.
General Information |
| Firm CRD#: | 282355 | |
| SEC#: | 801-111849 | |
| Assets under Management: | $412,667,401 | |
| No. of Clients: | 1486 | |
| No. of Advisors: | 12 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Education seminars/workshops | |
| Fee Structure: | Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SPIRE WEALTH MANAGEMENT, LLC | 113908 | 801-60468 | 15951 | 165 | $4,777,743,993 |
| THE ASCENT GROUP, LLC | 314424 | 801-121182 | 4261 | 23 | $2,880,025,369 |
| CASSADAY & COMPANY, INC. | 317672 | 801-122868 | 2822 | 86 | $4,975,020,215 |
| HERITAGE WEALTH ADVISORS | 137484 | 801-64803 | 1493 | 35 | $4,001,734,968 |
| BROCKENBROUGH | 105142 | 801-6691 | 1129 | 31 | $4,822,664,354 |
| ANDERSEN | 124205 | 801-61693 | 446 | 1861 | $4,963,236,000 |
| RICHMOND CAPITAL MANAGEMENT INC | 104636 | 801-17534 | 174 | 21 | $5,585,261,000 |
| HARBOR GROUP INTERNATIONAL, LLC | 285895 | 801-108747 | 123 | 277 | $3,774,044,152 |
| COLUMBIA CAPITAL | 159616 | 801-126354 | 25 | 30 | $5,998,340,156 |
| 1607 CAPITAL PARTNERS, LLC | 144758 | 801-68322 | 23 | 18 | $4,347,576,784 |
| 57 STARS LLC | 135202 | 801-64608 | 16 | 23 | $4,583,048,182 |
| FOXHAVEN ASSET MANAGEMENT, LP | 168872 | 801-78539 | 5 | 9 | $5,606,919,722 |
| SPIDER MANAGEMENT COMPANY, LLC | 149343 | 801-70963 | 4 | 22 | $6,056,052,181 |
| GLADSTONE MANAGEMENT CORPORATION | 122482 | 801-61440 | 4 | 45 | $4,150,401,375 |
| QUAD-C MANAGEMENT, INC. | 161395 | 801-73741 | 2 | 33 | $3,071,215,301 |