AdvisorRanked

Best Financial Advisors in MCLEAN, Virginia

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

32
Registered Firms
0.95%
Median Fee
of assets/year
$654M
Median AUM
32
Firms Listed
in our database

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Top Rated Established Verified32 firms shown

Top-Ranked Advisors in MCLEAN

Page 1 of 2 · 32 firms

#1
93

ANDERSEN

MCLEAN, VA · Since 2003

$6.3B AUM50 clientsFee: 0%
FiduciaryFee-Only
#2
89

AEGIS FINANCIAL CORPORATION

MCLEAN, VA · Since 1994

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
89

SAGEVEST WEALTH MANAGEMENT

MCLEAN, VA · Since 2007

$423M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
87

CHESAPEAKE INVESTMENT MANAGEMENT LLC

MCLEAN, VA · Since 2002

$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
87

AZTLAN EQUITY MANAGEMENT, LLC

MCLEAN, VA · Since 2021

$851M AUM0 clientsFee: 0%
FiduciaryFee-Only
#6
86

ALPHA FINANCIAL ADVISORS, LLC

MCLEAN, VA · Since 2017

$218M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
86

SANCHEZ & ZURES, LLC

MCLEAN, VA · Since 2018

$242M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
86

POINTOAK RETIREMENT ADVISORS

MCLEAN, VA · Since 2021

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
85

KAH CAPITAL MANAGEMENT, LLC

MCLEAN, VA · Since 2018

$605M AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
85

RANGE ADVISORY, LLC

MCLEAN, VA · Since 2022

$654M AUM18 clientsFee: 0%
FiduciaryFee-Only
#11
84

CORBETT ROAD CAPITAL MANAGEMENT, LLC

MCLEAN, VA · Since 2019

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
83

ACTS FINANCIAL ADVISORS

MCLEAN, VA · Since 2023

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
83

BENJAMINS MONEY

MCLEAN, VA · Since 2024

$9M AUM1 clientsFee: 0%
FiduciaryFee-Only
#14
82

GLADSTONE MANAGEMENT CORPORATION

MCLEAN, VA · Since 2002

$4.4B AUM40 clientsFee: 0%
FiduciaryFee-Only
#15
82

WEST FINANCIAL SERVICES, INC.

MCLEAN, VA · Since 2005

$2.8B AUM22 clientsFee: 0%
FiduciaryFee-Only
#16
80

BOGART WEALTH, LLC

MCLEAN, VA · Since 2016

$3.2B AUM29 clientsFee: 0%
FiduciaryFee-Only
#17
79

FJ CAPITAL MANAGEMENT LLC

MCLEAN, VA · Since 2013

$1.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#18
79

ALDRICH CAPITAL PARTNERS LLC

MCLEAN, VA · Since 2017

$1.1B AUM23 clientsFee: 0%
FiduciaryFee-Only
#19
78

ALEXANDER RANDOLPH ADVISORY INC

MCLEAN, VA · Since 1991

$404M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
78

CAPITOL FINANCIAL CONSULTANTS, INC.

MCLEAN, VA · Since 1988

$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
78

OLIO FINANCIAL PLANNING

MCLEAN, VA · Since 2017

$601M AUM8 clientsFee: 0%
FiduciaryFee-Only
#22
78

BROWN | MILLER WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2019

$991M AUM11 clientsFee: 0%
FiduciaryFee-Only
#23
78

KEYSTONE ASSET MANAGEMENT, INC.

MCLEAN, VA · Since 2004

$261M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
77

ACTIV8 FAMILY OFFICE LLC

MCLEAN, VA · Since 2025

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#25
76

BLUESTONE INVESTMENT MANAGER, LLC

MCLEAN, VA · Since 2023

$145M AUM10 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in MCLEAN?

The median advisory fee in MCLEAN, VA is 0.95% of assets under management per year, based on Form ADV filings from 32 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.