Reston, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Alexander Randolph Advisory Inc
Supported
Firm-wide stats for Alexander Randolph Advisory Inc
Total advisors
2Clients per advisor
69 HighAvg AUM per client
$2,925,971 Very HighHNW client ratio
73% Very HighAbout
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.
Based on Alexander Randolph Advisory Inc
Expertise
Based on Alexander Randolph Advisory Inc
Location
1902 Campus Commons Drive, Suite 410
Reston VA 20191
Advisors at this office
2
Advisors at this office
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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