Virginia · 49 advisers
Financial Advisors in Mclean, Virginia
Looking for a financial advisor in Mclean, Virginia? Falists indexes 49 SEC-registered and state-registered investment advisers in Mclean — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 46 firms list a website you can visit directly. Firms in this directory manage up to $51.81B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
49
With website
46
Largest AUM
$51.81B
Financial planning
27
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mclean
Ranked by AUM · Fees, team & specialties at a glance
VEST FINANCIAL LLC
Mclean, VA
AUM
$51.81B
Team
12 advisors
Clients
—
Fees
Percentage of AUM
855-979-6060
CASSADAY & COMPANY, INC.
Mclean, VA
AUM
$7.14B
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-506-8200
ANDERSEN
Mclean, VA
AUM
$6.35B
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
571-382-0020
SPIRE WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$4.51B
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-657-6060
GLADSTONE MANAGEMENT CORPORATION
Mclean, VA
AUM
$4.42B
Team
40 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
703-287-5800
BOGART WEALTH, LLC
Mclean, VA
AUM
$3.19B
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM
(703) 570-8651
WEST FINANCIAL SERVICES, INC.
Mclean, VA
AUM
$2.84B
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
703-847-2500
ACTIV8 FAMILY OFFICE LLC
Mclean, VA
AUM
$1.54B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-870-0255
AEGIS FINANCIAL CORPORATION
Mclean, VA
AUM
$1.37B
Team
4 advisors
Clients
—
Fees
Percentage of AUM
703-528-7788
ALDRICH CAPITAL PARTNERS LLC
Mclean, VA
AUM
$1.12B
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-376-3570
FJ CAPITAL MANAGEMENT LLC
Mclean, VA
AUM
$1.08B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
703-331-5500
POINTOAK RETIREMENT ADVISORS
Mclean, VA
AUM
$1.08B
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
703-595-4444
BROWN | MILLER WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$991.1M
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-972-1950
AZTLAN EQUITY MANAGEMENT, LLC
Mclean, VA
AUM
$851.1M
Team
10 employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
01-703-47-8020
CENTURION WEALTH MANAGEMENT
Mclean, VA
AUM
$784.0M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
571-765-1890
RANGE ADVISORY, LLC
Mclean, VA
AUM
$653.9M
Team
18 advisors
Clients
More than 500
Fees
MEMBERSHIP DUES
(703) 261-4126
KAH CAPITAL MANAGEMENT, LLC
Mclean, VA
AUM
$605.3M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-677-3424
OLIO FINANCIAL PLANNING
Mclean, VA
AUM
$600.5M
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
703.459.9299
RAVENSWOOD PARTNERS LP
Mclean, VA
AUM
$436.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
703-382-8689
SAGEVEST WEALTH MANAGEMENT
Mclean, VA
AUM
$423.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(703) 992-7650
ALEXANDER RANDOLPH ADVISORY INC
Mclean, VA
AUM
$403.9M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-734-1507
4J WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$348.1M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(703) 566-9573
CAPITOL FINANCIAL CONSULTANTS, INC.
Mclean, VA
AUM
$269.2M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
703-821-2000
KEYSTONE ASSET MANAGEMENT, INC.
Mclean, VA
AUM
$261.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-734-3400
More cities in Virginia
Common questions
- How many financial advisors are in Mclean, Virginia?
- 49 registered investment advisers are listed in our Mclean directory, sourced from public SEC filings.
- What types of advisors are in Mclean?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Mclean?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.