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

Top-Ranked Advisors in MCLEAN

#1
100

AEGIS FINANCIAL CORPORATION

MCLEAN, VA · Since 1994

$1.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100

ALPHA FINANCIAL ADVISORS, LLC

MCLEAN, VA · Since 2017

$218M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100

CHESAPEAKE INVESTMENT MANAGEMENT LLC

MCLEAN, VA · Since 2002

$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

ANDERSEN

MCLEAN, VA · Since 2003

$6.3B AUM50 clientsFee: 0%
FiduciaryFee-Only
#5
100

SANCHEZ & ZURES, LLC

MCLEAN, VA · Since 2018

$242M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

SAGEVEST WEALTH MANAGEMENT

MCLEAN, VA · Since 2007

$423M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

AZTLAN EQUITY MANAGEMENT, LLC

MCLEAN, VA · Since 2021

$851M AUM0 clientsFee: 0%
FiduciaryFee-Only
#8
100

KAH CAPITAL MANAGEMENT, LLC

MCLEAN, VA · Since 2018

$605M AUM5 clientsFee: 0%
FiduciaryFee-Only
#9
100

POINTOAK RETIREMENT ADVISORS

MCLEAN, VA · Since 2021

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

RANGE ADVISORY, LLC

MCLEAN, VA · Since 2022

$654M AUM18 clientsFee: 0%
FiduciaryFee-Only
#11
100

ACTS FINANCIAL ADVISORS

MCLEAN, VA · Since 2023

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

BENJAMINS MONEY

MCLEAN, VA · Since 2024

$9M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
100

CORBETT ROAD CAPITAL MANAGEMENT, LLC

MCLEAN, VA · Since 2019

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
95

ALEXANDER RANDOLPH ADVISORY INC

MCLEAN, VA · Since 1991

$404M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
95

CAPITOL FINANCIAL CONSULTANTS, INC.

MCLEAN, VA · Since 1988

$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
95

GLADSTONE MANAGEMENT CORPORATION

MCLEAN, VA · Since 2002

$4.4B AUM40 clientsFee: 0%
FiduciaryFee-Only
#17
95

WEST FINANCIAL SERVICES, INC.

MCLEAN, VA · Since 2005

$2.8B AUM22 clientsFee: 0%
FiduciaryFee-Only
#18
95

FJ CAPITAL MANAGEMENT LLC

MCLEAN, VA · Since 2013

$1.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#19
95

OLIO FINANCIAL PLANNING

MCLEAN, VA · Since 2017

$601M AUM8 clientsFee: 0%
FiduciaryFee-Only
#20
95

ALDRICH CAPITAL PARTNERS LLC

MCLEAN, VA · Since 2017

$1.1B AUM23 clientsFee: 0%
FiduciaryFee-Only
#21
95

BOGART WEALTH, LLC

MCLEAN, VA · Since 2016

$3.2B AUM29 clientsFee: 0%
FiduciaryFee-Only
#22
95

BLUESTONE INVESTMENT MANAGER, LLC

MCLEAN, VA · Since 2023

$145M AUM10 clientsFee: 0%
FiduciaryFee-Only
#23
95

4J WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2018

$348M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
95

BROWN | MILLER WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2019

$991M AUM11 clientsFee: 0%
FiduciaryFee-Only
#25
95

CENTURION WEALTH MANAGEMENT

MCLEAN, VA · Since 2022

$784M AUM6 clientsFee: 0%
FiduciaryFee-Only
#26
95

RAVENSWOOD PARTNERS LP

MCLEAN, VA · Since 2024

$436M AUM3 clientsFee: 0%
FiduciaryFee-Only
#27
95

ARGO WEALTH ADVISORY, LLC

MCLEAN, VA · Since 2025

$256M AUM2 clientsFee: 0%
FiduciaryFee-Only
#28
95

ACTIV8 FAMILY OFFICE LLC

MCLEAN, VA · Since 2025

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#29
95

KEYSTONE ASSET MANAGEMENT, INC.

MCLEAN, VA · Since 2004

$261M AUM2 clientsFee: 0%
FiduciaryFee-Only
#30
92

CASSADAY & COMPANY, INC.

MCLEAN, VA · Since 2021

$7.1B AUM32 clientsFee: 0%
FiduciaryFee-Only
#31
84

VEST FINANCIAL LLC

MCLEAN, VA · Since 2013

$51.8B AUM12 clientsFee: 0%
FiduciaryFee-Only2 complaints
#32
74

SPIRE WEALTH MANAGEMENT, LLC

MCLEAN, VA · Since 2001

$4.5B AUM76 clientsFee: 0%
FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.