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 Mclean1. 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
- Not sure which one to choose?Use our smart matching tool
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?Use our smart matching tool
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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