Top 10 financial advisors in Mclean, VA
We've curated a list of the best financial advisors in Mclean, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $4,033,817,640 Number of advisors 83 advisors | |||
| 2 | Assets under management $3,307,911,878 Number of advisors 138 advisors | |||
| 3 | Assets under management $1,881,276,456 Number of advisors 38 advisors | |||
| 4 | Assets under management $1,496,905,620 Number of advisors 28 advisors | |||
| 5 | Assets under management $1,071,806,331 Number of advisors 19 advisors | |||
| 6 | Assets under management $666,598,443 Number of advisors 4 advisors | |||
| 7 | Assets under management $651,503,437 Number of advisors 8 advisors | |||
| 8 | Assets under management $394,023,320 Number of advisors 11 advisors | |||
| 9 | Assets under management $352,674,585 Number of advisors 5 advisors | |||
| 10 | Assets under management $304,633,404 Number of advisors 15 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mclean, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Cassaday & Company, Inc.
Cassaday & Co Wealth Management, LLC, established in McLean, VA, is a registered investment adviser specializing in managing investment portfolios for various clients, including individuals, retirement plans, trusts, and businesses. The firm is part of the Focus Financial Partners, LLC partnership and offers financial planning services in addition to investment management. Clients can expect a fee structure ranging from 0.50% to 1.50% of assets under management, with a minimum annual fee of $6,000. The firm primarily recommends portfolios of actively managed assets, utilizing mutual funds and ETFs, and may also offer model portfolios. Clients have the option to obtain financial solutions through UPTIQ Treasury & Credit Solutions, LLC, and insurance solutions through Focus Risk Solutions, LLC. Cassaday & Co is a fiduciary under ERISA and the IRC, acting in the best interests of clients. The firm does not provide legal, tax, or actuarial advice. Clients have the ability to impose restrictions on the management of their accounts, and the firm does not vote proxies on behalf of clients. Cassaday & Co has no disciplinary information and maintains a Code of Ethics for all supervised persons. The firm's financial information indicates stability and no impairments to meeting client commitments.
$4,033,817,640 under management
83 advisors
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
Spire Wealth Management, LLC
Spire Wealth Management, LLC is an SEC registered investment adviser located in McLean, Virginia, established in 2001. The firm specializes in providing individual portfolio management services, including continuous advice based on client needs and investment profiles. Clients can choose discretionary or non-discretionary account management. Spire offers model portfolio strategies through its affiliate, Corbett Road Capital Management, with a focus on tactical, active, hybrid, and passive solutions. The firm's investment strategies include economic, fundamental, technical, cyclical, quantitative, and qualitative analysis, as well as asset allocation and mutual fund/ETF analysis. Spire's fee structure ranges from 0.02% to 2.25% of assets under management, with a preference for a minimum initial investment of $25,000. The firm may negotiate fees based on client circumstances. Spire does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not have custody of client assets but uses custodians like Schwab, Fidelity, and Pershing Advisor Solutions. Spire does not vote proxies on behalf of clients and does not accept responsibility for class actions. The firm has no financial conditions impairing its ability to meet obligations. Spire has not been subject to a bankruptcy petition in the past ten years.
$3,307,911,878 under management
138 advisors
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
West Financial Services, Inc.
West Financial Services, Inc. is a fee-only investment adviser registered with the SEC, founded in February 1982 and a subsidiary of Sandy Spring Bank since 2005. They offer investment advisory services to individuals, high net worth individuals, retirement and profit sharing plans, charitable organizations, and corporations. Their investment philosophy focuses on diversified portfolios tailored to each client's circumstances and goals. WFS manages $2,574,623,952 in assets through 919 client relationships, with $2,542,049,498 in discretionary assets and $32,574,454 in non-discretionary assets as of December 31, 2024. Clients can receive Investment Management Services, Financial Planning Services, Personalized Consulting Services, and Retirement Plan Services. Fees for Investment Management Services are tiered based on asset levels, starting at 1.00% for assets up to $2 million. Financial Planning and Personalized Consulting Services are charged at $250.00 per hour or a fixed fee. WFS has a Code of Ethics and does not vote proxies for client securities. They do not have any disciplinary events to report. Clients' accounts are held at Charles Schwab & Co., Inc. or Fidelity Investments, and WFS may provide services on a discretionary or non-discretionary basis.
$1,881,276,456 under management
38 advisors
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
Bogart Wealth, LLC
Bogart Wealth, LLC is a registered investment adviser based in McLean, Virginia, established in June 2016. The firm offers financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations. Bogart Wealth specializes in advising clients on rolling over retirement account assets and managing those assets. The firm primarily manages client accounts through model portfolios, utilizing a combination of fundamental and technical analysis methods. Clients have discretion over decisions regarding implementation and are not obligated to act upon recommendations. The firm's investment strategies include global asset allocation models, equity stock models, and non-traditional strategies like structured notes and bond ladders. For fees, clients pay an annualized investment advisory fee based on assets under management, ranging from 0.55% to 1.43% depending on the portfolio value. Bogart Wealth does not receive compensation from the sale of securities or other investment products. The firm acts as a fiduciary, providing investment discretion for client accounts. Bogart Wealth does not engage in performance-based fees or side-by-side management. The firm has not been involved in any legal or disciplinary events and does not compensate third-party promoters for client introductions. Clients receive regular reports and statements from the firm and the custodian. Bogart Wealth also handles proxy voting for client securities. The firm's financial condition is stable, with no bankruptcy history in the past ten years.
$1,496,905,620 under management
28 advisors
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
Ofs
Octagon Financial Services, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission, established in 1983, specializing in serving the financial and investment needs of entertainers and professional athletes. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. Octagon offers financial planning, portfolio management, cash management, and tax services through its "Full Service Program," tailored to meet individual client needs. The firm primarily allocates client assets among various third-party managers and may also manage accounts internally. Octagon recommends managed account programs through Dynasty Wealth Management, LLC, providing access to trading technology, reporting, custody, and investments. The firm charges an annual fee of 1.00% of client assets managed, with minimum fees negotiated within specified ranges. Clients may impose reasonable restrictions on securities recommendations, and the firm may engage in ESG investing strategies. Octagon does not charge performance-based fees, and clients have varying levels of control over their investments based on the type of account. The firm conducts periodic reviews of client accounts and provides detailed reports based on account values. Octagon does not vote client securities and does not provide advice on proxy solicitations or legal proceedings involving held securities. The firm has no adverse financial situations that would impair its ability to meet client obligations.
$1,071,806,331 under management
19 advisors
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
Bernhardt Wealth Management, Inc.
Bernhardt Wealth Management (BWM) is a financial advisory firm based in McLean, VA, established in 1994 by Gordon Bernhardt, a financial services industry veteran since 1989. BWM specializes in strategic investment management, offering both discretionary and non-discretionary asset management services. The firm conducts initial interviews to understand clients' needs, goals, and risk tolerance, allowing clients to set reasonable restrictions on account management. Clients have the option to provide standing instructions and can impose restrictions on investments. BWM follows an asset allocation strategy based on the Investment Policy Statement, utilizing various investment vehicles such as mutual funds, index funds, ETFs, bonds, and variable annuities. For Strategic Investment Management, BWM charges a sliding scale fee based on assets under management, ranging from 1.00% to 0.10%. Financial Planning services are offered at flat fees based on complexity, starting from $1,500. BWM may conduct seminars on investment and financial planning strategies, with fees up to $200 per attendee. The firm acts as a fiduciary when making rollover recommendations, ensuring clients' best interests are prioritized. Clients generally have $1 million or more in financial assets, with a minimum quarterly fee of $2,500. BWM does not charge performance-based fees and provides services to individuals, trusts, estates, and business entities. Clients receive regular account statements and performance reports, and the firm does not vote proxies on behalf of clients. BWM maintains a limited power of attorney for discretionary authority, with clients approving asset allocation models and trading decisions. The firm does not have any disciplinary information or financial disclosures.
$666,598,443 under management
4 advisors
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)
Brown | Miller Wealth Management, LLC
Brown Miller Wealth Management, LLC is a fee-only registered investment adviser founded in 2019 by Christopher W. Brown and David A. Miller. The firm offers personalized investment management and financial advisory services to individuals, high net worth individuals, trusts, businesses, and corporations. Services include investment and wealth management, financial planning, and fiduciary and non-fiduciary services for plan sponsors. BMWM manages client portfolios on a discretionary basis and, in limited circumstances, on a non-discretionary basis. The firm utilizes a comprehensive discovery process to tailor investment solutions based on clients' needs and goals. Client assets are primarily allocated among individual equity and debt securities, ETFs, and institutional mutual funds. BMWM may also recommend allocating assets to Independent Managers. The firm does not charge performance-based fees or engage in side-by-side management. Clients must have a minimum account size of $500,000 - $1,000,000 per household, but smaller portfolios may be accepted based on individual circumstances. BMWM's fees are based on a graduated fee schedule and may be negotiated at the firm's discretion. The firm does not have any disciplinary information to report and does not participate in soft-dollar relationships. Clients' assets are held by a qualified custodian, and BMWM has investment discretion over client accounts. The firm retains proxy voting authority for clients and has no financial commitments that could impair its contractual obligations.
$651,503,437 under management
8 advisors
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
Centurion Wealth Management
Centurion Wealth Management, LLC is an investment advisor registered with the SEC since March 2022. The firm specializes in providing advisory services to high-net-worth clients, individuals, and retirement accounts. Centurion acts as a fiduciary, prioritizing clients' best interests and providing full disclosure of material facts. The firm offers individual investment management services based on clients' financial needs and investor profiles, with a minimum initial investment of $1,000,000. Clients pay an asset-based annual fee ranging from 0.55% to 1.35% depending on the account size. Centurion also offers financial planning and retirement plan consulting services, with fees based on the complexity of services provided. The firm does not charge performance-based fees or engage in side-by-side management. Clients have the option to grant Centurion investment discretion over their portfolios. The firm does not vote proxies for clients or provide guidance on proxy voting. Centurion has no financial conditions that could impair its ability to meet contractual obligations and has not been subject to bankruptcy in the past ten years.
$394,023,320 under management
11 advisors
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
Educational Seminars/workshops
Insurance, Retirement & Estate Planning, Divorce Planning
Aegis Financial Corporation
Aegis Financial Corporation, established in 1994 and registered with the SEC, offers investment management services specializing in small-cap value equities and fixed-income securities. The firm, owned by Mr. Scott L. Barbee, manages client assets totaling approximately $381 million on a discretionary basis. Clients must invest a minimum of $100,000 to open and maintain separate accounts. Aegis charges fees based on assets under management, with rates of 1.20% for small-cap deep value accounts and 1.00% for strategic allocation accounts. The firm may waive fees on cash equivalents, potentially creating conflicts of interest. Investment strategies include small-cap deep value, strategic allocation, and precious metals mining equity, each carrying specific risks such as value-oriented and high-yield security risks. Aegis exercises investment discretion, determining securities to buy/sell based on client objectives and market conditions. The firm aggregates client orders for efficiency but allows clients to direct trades through specific broker-dealers, potentially affecting costs and execution. Aegis complies with proxy voting policies and procedures, voting in clients' best interests unless directed otherwise. The firm does not have disciplinary information, engages in soft-dollar arrangements, and provides clients with quarterly portfolio reports and direct fee debits through custodians.
$352,674,585 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Olio Financial Planning
OLIO Financial Planning, LLC is a Virginia-based financial advisory firm established in November 2015. The firm, led by Andrew J. Miller, CFP®, offers financial planning services covering cash management, risk management, retirement planning, education planning, estate planning, tax planning, and more. Clients can opt for broad-based or modular financial planning services, with fees ranging from $1,500 to $50,000 for project-based engagements and $500 to $50,000 per year for fixed-fee engagements. The firm manages client portfolios on a discretionary basis, providing ongoing supervision and customized investment strategies primarily using ETFs, mutual funds, individual stocks, and fixed income securities. OLIO Financial Planning does not charge performance-based fees, and clients have full discretion over implementation decisions. The firm maintains a fiduciary standard, acting in the best interests of clients and disclosing any conflicts of interest. Clients' assets are held by qualified custodians, and the firm does not have custody of client funds. Clients receive regular account reviews and performance reports, and the firm does not vote proxies on behalf of clients. For further inquiries, clients can contact the Chief Compliance Officer, Andrew Miller.
$304,633,404 under management
15 advisors
Fee structure
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
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mclean, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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