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 Retirement Planning advisors in VA, MCLEAN
13 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
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
POINTOAK RETIREMENT ADVISORS
Mclean, VA
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirement
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
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
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
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
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
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
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