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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 - January 9, 2025Mclean 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in Mclean, Virginia
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDDarren 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
VERIFIEDJeffrey 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
VERIFIEDBryan 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
VERIFIEDYoung Park
CFP®
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
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-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael 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
VERIFIEDNicholas 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
VERIFIEDRoshan 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
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED 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
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDJoseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Flat Fee, Based on Assets
VERIFIEDMY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDDoug 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGeoffrey 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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Mclean, Virginia (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CBOE VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150 | $10,055,664,605 | 56 | 20 | A Percentage of AUM |
| 2 | ANDERSEN 1861 International Drive, Suite 501 Mclean, VA, 22102 | $4,217,211,000 | 413 | 1511 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | GLADSTONE MANAGEMENT CORPORATION 1521 Westbranch Drive, Suite 100 Mclean, VA, 22102 | $4,175,732,000 | 4 | 45 | 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 | $4,033,817,640 | 3329 | 83 | 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 | $3,880,542,514 | 14882 | 138 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | BOGART WEALTH, LLC 2010 Corporate Ridge, Suite 650 Mclean, VA, 22102 | $2,282,219,691 | 6056 | 28 | A Percentage of AUM |
| 7 | WEST FINANCIAL SERVICES, INC. 2010 Corporate Ridge Road, Ste 530 Mclean, VA, 22102 | $1,898,689,741 | 2545 | 38 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | FJ CAPITAL MANAGEMENT LLC 7901 Jones Branch Drive, Suite 210 Mclean, VA, 22102 | $1,161,249,000 | 16 | 18 | A Percentage of AUM, Performance Based |
| 9 | OFS 7950 Jones Branch Drive, Suite 700n Mclean, VA, 22107 | $1,071,806,331 | 2172 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | BROWN | MILLER WEALTH MANAGEMENT, LLC 8280 Greensboro Drive, Suite 220 Mclean, VA, 22102 | $544,464,965 | 2170 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | CENTURION WEALTH MANAGEMENT 7901 Jones Branch Drive, Suite 800 Mclean, VA, 22102 | $413,470,500 | 435 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | AEGIS FINANCIAL CORPORATION 6862 Elm Street, Suite 830 Mclean, VA, 22101 | $352,674,585 | 70 | 5 | A Percentage of AUM |
| 13 | OLIO FINANCIAL PLANNING 1751 Pinnacle Drive, Suite 600 Mclean, VA, 22102-4007 | $321,447,278 | 1253 | 15 | Hourly charges, Fixed Fees |
| 14 | ALEXANDER RANDOLPH ADVISORY INC 8200 Greensboro Drive, Suite 1125 Mclean, VA, 22102 | $315,973,912 | 483 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | BLUESTONE INVESTMENT MANAGER, LLC 7900 Westpark Drive, Suite T405, Mclean, VA, 22102 | $286,893,228 | 3 | 11 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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