Top 10 advisors in Mclean

Top 10 advisors in Mclean

We’ve curated a list of the best financial advisors in Mclean, take a look at it below

Find an advisor in Mclean
  • 1. Vest Financial LLC

    Assets under management

    $10,055,664,605

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Consultant And Sub-supervisory Services For Unit Investment Trusts

  • 2. Gladstone Management Corporation

    Assets under management

    $4,175,732,000

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    CERTAIN PORTFOLIO SERVICES TO FUND CLIENTS (SEE BROCHURE)

    Services offered

    Portfolio Management For Investment Companies

    Certain Portfolio Services For Reits (see Brochure)

  • 3. Cassaday & Company, Inc.

    Assets under management

    $4,033,817,640

    Fee structure

    A percentage of assets under your management

    Hourly charges

    REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Credit And Cash Management Solutions; Insurance Solutions

  • 4. Spire Wealth Management, LLC

    Assets under management

    $3,307,911,878

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    Insurance, Retirement & Estate Planning, Divorce Planning

  • 5. West Financial Services, Inc.

    Assets under management

    $1,881,276,456

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

  • 6. Bogart Wealth, LLC

    Assets under management

    $1,496,905,620

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Educational Seminars/workshops

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    7. Ofs

    Assets under management

    $1,071,806,331

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

  • 8. Fj Capital Management LLC

    Assets under management

    $1,040,130,000

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Separately Managed Accounts

  • 9. Bernhardt Wealth Management, Inc.

    Assets under management

    $666,598,443

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • Not sure which one to choose?
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    10. Brown | Miller Wealth Management, LLC

    Assets under management

    $651,503,437

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

How we came up with this list

To generate our top financial advisors list in Mclean, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mclean. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].