Overview
Assets Under Management: $654 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 535
Average Client Assets: $1.1 million
Frequently Asked Questions
RANGE ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321969), RANGE ADVISORY, LLC is subject to fiduciary duty under federal law.
RANGE ADVISORY, LLC is headquartered in MCLEAN, VA.
RANGE ADVISORY, LLC serves 535 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, RANGE ADVISORY, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
RANGE ADVISORY, LLC manages $654 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, RANGE ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 535
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.29%
Average Client Assets: $1.1 million
Total Client Accounts: 3,788
Discretionary Accounts: 3,788
Regulatory Filings
CRD Number: 321969
Filing ID: 2070290
Last Filing Date: 2026-03-20 15:48:11