Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Mclean, Virginia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Mclean is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mclean & pick the one as per your needs

How To Find The Best Financial Advisors in Mclean, Virginia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Mclean, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 25 vetted financial advisors and 26 non-vetted financial advisors in Mclean, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mclean, Virginia have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Mclean, Virginia

Chris Passarelli

Bull Run Investment Management

703-344-6844

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Darren Colananni

Centurion Wealth Management

571-765-2301

Address

7901 Jones Branch Drive,
Suite 800,
McLean, VA 22102 See Details

Jeffrey Lippman

Capitol Financial Consultants, Inc.

703-821-2000

Address

8180 Greensboro Drive, Suite 1150,
McLean, VA 22102 See Details

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Young Park

Victrix Investment Advisors

808-469-6265

Address

5901 Melvern Dr,
Bethesda, MD 20817 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

Address

4201 Wilson Blvd,
3rd Floor,
Arlington, VA 22203 See Details

Nicholas Greggory Caramanica

Arlington Wealth Planning, LLC

703-300-0448

Address

*,
Arlington, VA 22203 See Details

Roshan Loungani

Arete Wealth Management, LLC

202-536-4468

Address

8500 Leesburg Pike, Suite 210,
Vienna, VA 22182 See Details

Bob Howard

Prudential

703-245-5027

Address

Edelman Financial Engines, LLC

877-208-7414

Address

Diamond Chaflawee

Prudential

301-547-4003

Address

909 Rose Ave.,
Suite 650,
North Bethesda, MD 20852 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details

MY Wealth Management, Inc.

301-330-7900

Address

12410 Milestone Center Drive,
Suite 175,
Germantown, MD 20876 See Details

Doug Miller J.D.

Northwestern Mutual

443-956-1216

Address

6011 University Blvd Suite 370,
Ellicott City, MD 21043 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

900 Bestgate Road,
Suite 407,
Annapolis, MD 21401 See Details

Scarborough Capital Management

410-573-5700

Address

1906 Towne Centre Blvd,
Annapolis, MD 21401 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details

Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

Address

2330 W. Joppa Rd,
Lutherville, MD 21093 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Allworth Financial

888-242-6766

Address

2231 Old Emmorton Road,
Bel Air, MD 21015 See Details

Top Financial Advisor Firms in Mclean, Virginia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CBOE VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	165976	$10,055,664,605	56	A Percentage of AUM
ANDERSEN 1861 International Drive, Suite 501 Mclean, VA, 22102	124205	$4,217,211,000	413	A Percentage of AUM, Hourly charges, Fixed Fees
GLADSTONE MANAGEMENT CORPORATION 1521 Westbranch Drive, Suite 100 Mclean, VA, 22102	122482	$4,175,732,000	4	A Percentage of AUM, Performance Based, Other (CERTAIN PORTFOLIO SERVICES TO FUND CLIENTS (SEE BROCHURE))
CASSADAY & COMPANY, INC. 8180 Greensboro Drive, Suite 1180 Mclean, VA, 22102	317672	$4,033,817,640	3329	A Percentage of AUM, Hourly charges, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)
SPIRE WEALTH MANAGEMENT, LLC 7901 Jones Branch Dr., Suite 810 Mclean, VA, 22102	113908	$3,880,542,514	14882	A Percentage of AUM, Hourly charges, Fixed Fees
BOGART WEALTH, LLC 2010 Corporate Ridge, Suite 650 Mclean, VA, 22102	283886	$2,282,219,691	6056	A Percentage of AUM
WEST FINANCIAL SERVICES, INC. 2010 Corporate Ridge Road, Ste 530 Mclean, VA, 22102	137497	$1,898,689,741	2545	A Percentage of AUM, Hourly charges, Fixed Fees
FJ CAPITAL MANAGEMENT LLC 7901 Jones Branch Drive, Suite 210 Mclean, VA, 22102	158049	$1,161,249,000	16	A Percentage of AUM, Performance Based
OFS 7950 Jones Branch Drive, Suite 700n Mclean, VA, 22107	107335	$1,071,806,331	2172	A Percentage of AUM, Hourly charges, Fixed Fees
BROWN \| MILLER WEALTH MANAGEMENT, LLC 8280 Greensboro Drive, Suite 220 Mclean, VA, 22102	305742	$544,464,965	2170	A Percentage of AUM, Hourly charges, Fixed Fees
CENTURION WEALTH MANAGEMENT 7901 Jones Branch Drive, Suite 800 Mclean, VA, 22102	317929	$413,470,500	435	A Percentage of AUM, Hourly charges, Fixed Fees
AEGIS FINANCIAL CORPORATION 6862 Elm Street, Suite 830 Mclean, VA, 22101	111587	$352,674,585	70	A Percentage of AUM
OLIO FINANCIAL PLANNING 1751 Pinnacle Drive, Suite 600 Mclean, VA, 22102-4007	282355	$321,447,278	1253	Hourly charges, Fixed Fees
ALEXANDER RANDOLPH ADVISORY INC 8200 Greensboro Drive, Suite 1125 Mclean, VA, 22102	106024	$315,973,912	483	A Percentage of AUM, Hourly charges, Fixed Fees
BLUESTONE INVESTMENT MANAGER, LLC 7900 Westpark Drive, Suite T405, Mclean, VA, 22102	296820	$286,893,228	3	A Percentage of AUM, Performance Based

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Find The Best Financial Advisors in Mclean, Virginia

How To Find The Best Financial Advisors in Mclean, VirginiaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Mclean, Virginia

Bull Run Investment Management

Address

Centurion Wealth Management

Address

Capitol Financial Consultants, Inc.

Address

Egan, Berger and Weiner, LLC

Address

Victrix Investment Advisors

Address

Address

Glover Park Wealth Management, LLC

Address

Arlington Wealth Planning, LLC

Address

Arete Wealth Management, LLC

Address

Prudential

Address

Address

Prudential

Address

Address

Address

Address

Northwestern Mutual

Address

Address

Address

Address

Address

Harbor Investment Advisory

Address

Prudential

Address

Address

Top Financial Advisor Firms in Mclean, Virginia (Ranked by AUM)

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How To Find The Best Financial Advisors in Mclean, Virginia
Last Updated - 13-Jun-2023

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