Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Mclean, VA
34 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in VA
Firm
Assets
Employees
Disclosures
Vest Financial LLC
$51.81 billion
52
3
Cassaday & Company, Inc.
$7.14 billion
97
0
Andersen
$6.35 billion
2,061
0
Spire Wealth Management, LLC
$4.51 billion
145
9
Gladstone Management Corporation
$4.42 billion
45
0
Bogart Wealth, LLC
$3.19 billion
50
0
West Financial Services, Inc.
$2.84 billion
39
0
Activ8 Family Office LLC
$1.54 billion
25
0
Aegis Financial Corporation
$1.37 billion
6
0
Aldrich Capital Partners LLC
$1.12 billion
52
0
Fj Capital Management LLC
$1.08 billion
18
0
Pointoak Retirement Advisors
$1.08 billion
3
0
Brown | Miller Wealth Management, LLC
$991.1 million
11
0
Aztlan Equity Management, LLC
$851.1 million
10
0
Centurion Wealth Management
$784.0 million
14
0
Range Advisory, LLC
$653.9 million
38
0
Kah Capital Management, LLC
$605.3 million
8
0
Olio Financial Planning
$600.5 million
14
0
Ravenswood Partners LP
$436.1 million
5
0
Sagevest Wealth Management
$423.2 million
6
0
Alexander Randolph Advisory Inc
$403.9 million
5
0
4j Wealth Management, LLC
$348.1 million
4
0
Advisors Financial, Inc.
$321.2 million
7
0
Capitol Financial Consultants, Inc.
$269.2 million
4
0
Keystone Asset Management, Inc.
$261.0 million
5
0
Argo Wealth Advisory, LLC
$256.2 million
2
0
Sanchez & Zures, LLC
$241.9 million
2
0
Alpha Financial Advisors, LLC
$218.3 million
7
0
Chesapeake Investment Management LLC
$205.0 million
7
0
Corbett Road Capital Management, LLC
$176.3 million
5
0
Bluestone Investment Manager, LLC
$144.8 million
11
0
Acts Financial Advisors
$126.5 million
2
0
Capitol Wealth Management, Inc.
$111.9 million
2
0
Benjamins Money
$9.1 million
3
0