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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!
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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 22 vetted financial advisors and 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 19 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
571-765-2301
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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