Alexander Randolph Advisory Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$403,783,975
Clients
138
Advisors
2
of 5 employees
About
Alexander Randolph Advisory provides investment management, wealth management and financial planning to individual investors, trusts, retirement plans and charitable organizations, serving both high-net-worth and non‑HNW clients. The firm manages client portfolios on both a discretionary and non‑discretionary basis and also offers one‑time financial plans and assistance with retirement rollover decisions.
The firm’s investment process is built on client‑specific investment policy statements that set objectives, horizons, target asset allocations and constraints, and its managers emphasize fundamental securities analysis. Portfolios are typically populated with publicly traded stocks, bonds, no‑load or load‑waived mutual funds and low‑expense ETFs, and the firm places explicit emphasis on minimizing transaction costs and fund operating expenses.
Distinctively, the firm regularly provides accounting‑adjacent services — including income and estate tax planning and assistance in preparing personal and trust income tax returns — services that are less common among peer advisory firms. It also documents client authorizations and rollover recommendations in writing and requires signed investment policy statements, reflecting a structured compliance and client‑governance approach.
Client services
Expertise
Fee options
One-time fees for specific financial plans or analyses, based on number of hours at $300-$750 per hour
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Hourly rates for wealth management and financial planning services range from $300 to $750 per hour
Account minimum: $5,000 annual fee minimum Minimum fee: Minimum annual fee for new clients is generally $5,000; may be waived if expected annual fee reaches $5,000 within 1-2 years Fee-only: Wealth management and financial planning services charged hourly at $300-$750 per hour or flat one-time fees for financial plans
Main office
8200 Greensboro Drive, Suite 1125
McLean VA 22102, United States
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew S
CFP®, CFA®, Series 63
Reston, VA
Alexander Randolph Advisory Inc
Matthew Shriver is a CFP® and CFA® with 25 years of experience in financial advisory. He has been with Alexander Randolph Advisory Inc since 2002 and previously worked at Steigerwald, Gordon & Koch - Wealth Advisors. Alexander Randolph Advisory provides investment management, wealth management, and financial planning services to individual investors, trusts, retirement plans, and charitable organizations. The firm emphasizes client-specific investment policy statements, fundamental securities analysis, and cost-efficient portfolios, along with accounting-related services such as income and estate tax planning.
Gary S
Series 63, Series 65
Reston, VA
Alexander Randolph Advisory Inc
Gary Schlaffer is a financial advisor at Alexander Randolph Advisory Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at the firm since 1993. Alexander Randolph Advisory provides investment management, wealth management, and financial planning to individual investors, trusts, retirement plans, and charitable organizations. The firm serves both high-net-worth and non‑HNW clients, emphasizing client-specific investment policy statements, fundamental securities analysis, and minimizing transaction costs, while also offering accounting-adjacent services such as tax planning and preparation.
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