Fee-only adviser · Arlington, VA
Ridgeoak Wealth
Ridgeoak Wealth is a fee-only investment adviser registered with the securities regulators of Texas, Virginia, with its main office in Arlington, Virginia. On its latest Form ADV, filed October 5, 2026, it reports $33M in regulatory assets under management, 25 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas, Virginia |
|---|---|
| Firm CRD number | 313311 |
| Office | 2300 Wilson Blvd. Suite 700 #1076 Arlington, VA 22201 |
| Phone | (202) 599-3614 |
| Website | www.ridgeoakwealth.com |
| Regulatory assets under management | $33M |
| Individual clients | 17 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Arlington
- Evermay Wealth Management, LLC $1.3B
- Omega Wealth Management LLC $310M
- U.s. Advisors, Inc. $70M
- Doxa Capital, LLC $71M
- Contrary Investment Advisors $104M
- Mountain View Wealth Management LLC $54M
See all 26 fee-only advisers in Arlington →
Nearby
- Washington 21 firms
- Falls Church 3 firms
- Alexandria 21 firms
- Chevy Chase 9 firms
- Cabin John 1 firm
- Annandale 1 firm
- National Harbor 1 firm
- Bethesda 35 firms
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