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Find Retirement Advisors for Retirement Planning in Mclean, Virginia

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Mclean, Virginia

Last Updated - June 12, 2024

Mclean has 26 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Mclean, Virginia have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Mclean, Virginia

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Darren Colananni
CFP®, CPWA®, CIMA®, ChFC®
Centurion Wealth Management

Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.

Qualifications
CRD# 5124838
Firm CRD# 109800

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC

Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65

Minimum Assets Required
$0

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

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Young Park
CFP®
Victrix Investment Advisors

Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

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Kevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Michael T. Jobe
Glover Park Wealth Management, LLC

Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

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Nicholas Greggory Caramanica
CFP®
Arlington Wealth Planning, LLC

Qualifications
CRD# 6154567
Firm CRD# 289946

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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Eric Riddell
CFP®, APMA®
Ameriprise Financial

Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.

Compensation/Fee

Fee-Based

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Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC

Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based, Based on Assets

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Frank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC

Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Bob Howard
Prudential

Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Diamond Chaflawee
CFP®, ChFC®
Prudential

Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning

Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Scott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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MY Wealth Management, Inc.
CFP®, ChFC®

Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Doug Miller J.D.
CFP®, CLU®
Northwestern Mutual

Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

Minimum Assets Required
$50,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
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Ashley Zephir
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory

Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
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Annette Quigley
CFP®, CRC®
Prudential

Qualifications
CRD# 3128633
Firm CRD# 5685
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Mclean, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CBOE VEST FINANCIAL LLC
8350 Broad St, Suite 240
Mclean, VA, 22102-5150
$10,055,664,6055620
A Percentage of AUM
2
ANDERSEN
1861 International Drive, Suite 501
Mclean, VA, 22102
$4,217,211,0004131511
A Percentage of AUM, Hourly charges, Fixed Fees
3
GLADSTONE MANAGEMENT CORPORATION
1521 Westbranch Drive, Suite 100
Mclean, VA, 22102
$4,175,732,000445
A Percentage of AUM, Performance Based, Other (CERTAIN PORTFOLIO SERVICES TO FUND CLIENTS (SEE BROCHURE))
4
CASSADAY & COMPANY, INC.
8180 Greensboro Drive, Suite 1180
Mclean, VA, 22102
$4,033,817,640332983
A Percentage of AUM, Hourly charges, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)
5
SPIRE WEALTH MANAGEMENT, LLC
7901 Jones Branch Dr., Suite 810
Mclean, VA, 22102
$3,880,542,51414882138
A Percentage of AUM, Hourly charges, Fixed Fees
6
BOGART WEALTH, LLC
2010 Corporate Ridge, Suite 650
Mclean, VA, 22102
$2,282,219,691605628
A Percentage of AUM
7
WEST FINANCIAL SERVICES, INC.
2010 Corporate Ridge Road, Ste 530
Mclean, VA, 22102
$1,898,689,741254538
A Percentage of AUM, Hourly charges, Fixed Fees
8
FJ CAPITAL MANAGEMENT LLC
7901 Jones Branch Drive, Suite 210
Mclean, VA, 22102
$1,161,249,0001618
A Percentage of AUM, Performance Based
9
OFS
7950 Jones Branch Drive, Suite 700n
Mclean, VA, 22107
$1,071,806,331217219
A Percentage of AUM, Hourly charges, Fixed Fees
10
BROWN | MILLER WEALTH MANAGEMENT, LLC
8280 Greensboro Drive, Suite 220
Mclean, VA, 22102
$544,464,96521707
A Percentage of AUM, Hourly charges, Fixed Fees
11
CENTURION WEALTH MANAGEMENT
7901 Jones Branch Drive, Suite 800
Mclean, VA, 22102
$413,470,50043511
A Percentage of AUM, Hourly charges, Fixed Fees
12
AEGIS FINANCIAL CORPORATION
6862 Elm Street, Suite 830
Mclean, VA, 22101
$352,674,585705
A Percentage of AUM
13
OLIO FINANCIAL PLANNING
1751 Pinnacle Drive, Suite 600
Mclean, VA, 22102-4007
$321,447,278125315
Hourly charges, Fixed Fees
14
ALEXANDER RANDOLPH ADVISORY INC
8200 Greensboro Drive, Suite 1125
Mclean, VA, 22102
$315,973,9124837
A Percentage of AUM, Hourly charges, Fixed Fees
15
BLUESTONE INVESTMENT MANAGER, LLC
7900 Westpark Drive, Suite T405,
Mclean, VA, 22102
$286,893,228311
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Mclean, Virginia

QualificationsFirm CRD# 165976

Assets Under Management $10,055,664,605

No. Of Clients56

Clients Per Financial Advisor3

CBOE VEST FINANCIAL LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 124205

Assets Under Management $4,217,211,000

No. Of Clients413

Clients Per Financial Advisor0

ANDERSEN is a financial advisory firm situated in Mclean, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 clients. The team consists of 1511 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 122482

Assets Under Management $4,175,732,000

No. Of Clients4

Clients Per Financial Advisor0

GLADSTONE MANAGEMENT CORPORATION is a financial advisory firm situated in Mclean, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (CERTAIN PORTFOLIO SERVICES TO FUND CLIENTS (SEE BROCHURE))

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 317672

Assets Under Management $4,033,817,640

No. Of Clients3329

Clients Per Financial Advisor40

CASSADAY & COMPANY, INC. is a financial advisory firm situated in Mclean, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3329 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (REVENUE SHARING WITH OUR AFFILIATE
  • FOCUS RISK SOLUTIONS.)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 113908

Assets Under Management $3,880,542,514

No. Of Clients14882

Clients Per Financial Advisor108

SPIRE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14882 clients. The team consists of 138 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 283886

Assets Under Management $2,282,219,691

No. Of Clients6056

Clients Per Financial Advisor216

BOGART WEALTH, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6056 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 137497

Assets Under Management $1,898,689,741

No. Of Clients2545

Clients Per Financial Advisor67

WEST FINANCIAL SERVICES, INC. is a financial advisory firm situated in Mclean, Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2545 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 158049

Assets Under Management $1,161,249,000

No. Of Clients16

Clients Per Financial Advisor1

FJ CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107335

Assets Under Management $1,071,806,331

No. Of Clients2172

Clients Per Financial Advisor114

OFS is a financial advisory firm situated in Mclean, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2172 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 305742

Assets Under Management $544,464,965

No. Of Clients2170

Clients Per Financial Advisor310

BROWN | MILLER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2170 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 317929

Assets Under Management $413,470,500

No. Of Clients435

Clients Per Financial Advisor40

CENTURION WEALTH MANAGEMENT is a financial advisory firm situated in Mclean, Virginia. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 435 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 111587

Assets Under Management $352,674,585

No. Of Clients70

Clients Per Financial Advisor14

AEGIS FINANCIAL CORPORATION is a financial advisory firm situated in Mclean, Virginia. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 282355

Assets Under Management $321,447,278

No. Of Clients1253

Clients Per Financial Advisor84

OLIO FINANCIAL PLANNING is a financial advisory firm situated in Mclean, Virginia. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1253 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 106024

Assets Under Management $315,973,912

No. Of Clients483

Clients Per Financial Advisor69

ALEXANDER RANDOLPH ADVISORY INC is a financial advisory firm situated in Mclean, Virginia. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 296820

Assets Under Management $286,893,228

No. Of Clients3

Clients Per Financial Advisor0

BLUESTONE INVESTMENT MANAGER, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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