Top Financial Advisors in Mclean, Virginia
Finding the right financial advisor in Mclean is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Mclean, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Mclean, VA.
Find the Best Financial Advisor Firms in Mclean:
ANDERSEN
CRD#: 124205
Address: 1861 International Drive Suite 501, Mclean, VA 22102
Clients: 41
Average Clients per Advisor: 0
AUM: $ 4.2B
CASSADAY & COMPANY, INC.
CRD#: 317672
Address: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102
Clients: 1,779
Average Clients per Advisor: 93
AUM: $ 4.0B
SPIRE WEALTH MANAGEMENT, LLC
CRD#: 113908
Address: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
Clients: 9,150
Average Clients per Advisor: 134
AUM: $ 3.9B
BOGART WEALTH, LLC
CRD#: 283886
Address: 2010 Corporate Ridge Suite 650, Mclean, VA 22102
Clients: 680
Average Clients per Advisor: 42
AUM: $ 2.3B
WEST FINANCIAL SERVICES, INC.
CRD#: 137497
Address: 2010 Corporate Ridge Road Ste 530, Mclean, VA 22102
Clients: 412
Average Clients per Advisor: 18
AUM: $ 1.9B
OFS
CRD#: 107335
Address: 7950 Jones Branch Drive Suite 700n, Mclean, VA 22107
Clients: 213
Average Clients per Advisor: 21
AUM: $ 1.1B
How We Chose the Top Financial Advisors in Mclean, Virginia
To create this list of top financial advisor firms in Mclean, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Mclean has to offer.
Search Financial Advisors in Mclean, Virginia
Stephen Yong Park
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Laura Nafis Pennington
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Gregory Jonathan Kight
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Joseph Wilden
Registered Affiliation(s):MORGAN STANLEY
Joely Kim Mauck
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Edward Amberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Ronald Davis
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Wayne Albert Pampaloni
Registered Affiliation(s):ACORN FINANCIAL ADVISORY SERVICES, INC.
Tristan Martial Caudron
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jamie Matthew Waldren
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Rebecca Brideau Hall
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Denis Poljak
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Cora Margaret Ingrim
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Michael Allen Gays
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Amy Van Hoose Smith
Registered Affiliation(s):CASSADAY & COMPANY, INC.
Eugene M Mcguire
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregg S Konopaske
Registered Affiliation(s):KFA PRIVATE WEALTH GROUP, LLC
Shawn Michael Williamson
Registered Affiliation(s):ALLEGIANCE FINANCIAL GROUP
John Derek Majkowski
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Scott Dennis Fitzenreiter
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tom E Quirk
Registered Affiliation(s):LPL FINANCIAL LLC
Harry M. Slade
Registered Affiliation(s):EDWARD JONES
Janice Lynne Henderson
Registered Affiliation(s):LAW & ASSOCIATES INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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