Adviser Record

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

FirmAssetsEmployeesDisclosures
Vest Financial LLC$51.81 billion523
Cassaday & Company, Inc.$7.14 billion970
Andersen$6.35 billion2,0610
Spire Wealth Management, LLC$4.51 billion1459
Gladstone Management Corporation$4.42 billion450
Bogart Wealth, LLC$3.19 billion500
West Financial Services, Inc.$2.84 billion390
Activ8 Family Office LLC$1.54 billion250
Aegis Financial Corporation$1.37 billion60
Aldrich Capital Partners LLC$1.12 billion520
Fj Capital Management LLC$1.08 billion180
Pointoak Retirement Advisors$1.08 billion30
Brown | Miller Wealth Management, LLC$991.1 million110
Aztlan Equity Management, LLC$851.1 million100
Centurion Wealth Management$784.0 million140
Range Advisory, LLC$653.9 million380
Kah Capital Management, LLC$605.3 million80
Olio Financial Planning$600.5 million140
Ravenswood Partners LP$436.1 million50
Sagevest Wealth Management$423.2 million60
Alexander Randolph Advisory Inc$403.9 million50
4j Wealth Management, LLC$348.1 million40
Advisors Financial, Inc.$321.2 million70
Capitol Financial Consultants, Inc.$269.2 million40
Keystone Asset Management, Inc.$261.0 million50
Argo Wealth Advisory, LLC$256.2 million20
Sanchez & Zures, LLC$241.9 million20
Alpha Financial Advisors, LLC$218.3 million70
Chesapeake Investment Management LLC$205.0 million70
Corbett Road Capital Management, LLC$176.3 million50
Bluestone Investment Manager, LLC$144.8 million110
Acts Financial Advisors$126.5 million20
Capitol Wealth Management, Inc.$111.9 million20
Benjamins Money$9.1 million30