CASSADAY & COMPANY, INC.
Mclean, VA
AUM
$7.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
703-506-8200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA, MCLEAN
27 advisers found
ANDERSEN
Mclean, VA
AUM
$6.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-657-6060
BOGART WEALTH, LLC
Mclean, VA
AUM
$3.19B
Financial PlanningWealth MgmtTrusts & Estates
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM
(703) 570-8651
WEST FINANCIAL SERVICES, INC.
Mclean, VA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-870-0255
BROWN | MILLER WEALTH MANAGEMENT, LLC
Mclean, VA
AUM
$991.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
703-972-1950
CENTURION WEALTH MANAGEMENT
Mclean, VA
AUM
$784.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
571-765-1890
RANGE ADVISORY, LLC
Mclean, VA
AUM
$653.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
MEMBERSHIP DUES
(703) 261-4126
OLIO FINANCIAL PLANNING
Mclean, VA
AUM
$600.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
703.459.9299
SAGEVEST WEALTH MANAGEMENT
Mclean, VA
AUM
$423.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(703) 992-7650
ALEXANDER RANDOLPH ADVISORY INC
Mclean, VA
AUM
$403.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
703-734-3400
ARGO WEALTH ADVISORY, LLC
Mclean, VA
AUM
$256.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
703-914-3830
SANCHEZ & ZURES, LLC
Mclean, VA
AUM
$241.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
703-349-0330
ALPHA FINANCIAL ADVISORS, LLC
Mclean, VA
AUM
$218.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
703-442-7686
ACTS FINANCIAL ADVISORS
Mclean, VA
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
571-749-5522
CAPITOL WEALTH MANAGEMENT, INC.
Mclean, VA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
703-891-4070
FLORIN GROUP, LLC
Mclean, VA
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(703) 520-2777
BULL RUN INVESTMENT MANAGEMENT LLC
Mclean, VA
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(703) 344-6844
BLUESAIL ADVISORS LLC
Mclean, VA
AUM
$28.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
703-373-1170
B&L WEALTH GROUP, LLC
Mclean, VA
AUM
$25.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
703-381-2991
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