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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 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 registration checks. 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 - April 25, 2025

Mclean has 25 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 30 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

advisor
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Chris 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

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advisor
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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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Michael T. Jobe
Glover Park Wealth Management, LLC

Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66

Minimum Assets Required
$25,000

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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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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Bob 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

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Skip Thompson
Prudential

Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

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advisor

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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Joseph 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

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MY 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

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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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Tom Hagigh
EPE Wealth Advisors

Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65

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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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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

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advisor
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Chris 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

8350 Broad St, Suite 240
Mclean, VA, 22102-5150
$24,381,015,4589427
A percentage of AUM
2

8180 Greensboro Drive, Suite 1180
Mclean, VA, 22102
$4,975,020,215282286
A percentage of AUM, Hourly charges, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)
3

1861 International Drive, Suite 501
Mclean, VA, 22102
$4,963,236,0004461861
A percentage of AUM, Hourly charges, Fixed fees
4

7901 Jones Branch Dr., Suite 810
Mclean, VA, 22102
$4,777,743,99315951165
A percentage of AUM, Hourly charges, Fixed fees
5

1521 Westbranch Drive, Suite 100
Mclean, VA, 22102
$4,150,401,375445
A percentage of AUM, Performance Based, Other (CERTAIN PORTFOLIO SERVICES TO FUND CLIENTS (SEE BROCHURE))
6

2010 Corporate Ridge, Suite 900
Mclean, VA, 22102
$2,679,926,911611741
A percentage of AUM
7

2010 Corporate Ridge Road, Ste 530
Mclean, VA, 22102
$2,574,623,952263638
A percentage of AUM, Hourly charges, Fixed fees
8

8300 Greensboro Drive, Suite 1000
Mclean, VA, 22102
$1,218,474,6441446
A percentage of AUM, Performance Based
9

7950 Jones Branch Drive, Suite 700n
Mclean, VA, 22102
$1,196,492,694227923
A percentage of AUM, Hourly charges, Fixed fees
10

7901 Jones Branch Drive, Suite 210
Mclean, VA, 22102
$1,161,333,0001718
A percentage of AUM, Performance Based
11

8280 Greensboro Drive, Suite 220
Mclean, VA, 22102
$827,933,190255710
A percentage of AUM, Hourly charges, Fixed fees
12

7901 Jones Branch Drive, Suite 230
Mclean, VA, 22102
$591,419,565165514
A percentage of AUM, Hourly charges
13

1751 Pinnacle Drive, Suite 600
Mclean, VA, 22102-4007
$412,667,401148612
Hourly charges, Fixed fees
14

8200 Greensboro Drive, Suite 1125
Mclean, VA, 22102
$361,098,1584997
A percentage of AUM, Hourly charges, Fixed fees
15

6862 Elm Street, Suite 830
Mclean, VA, 22101
$341,413,738685
A percentage of AUM

Information on Top Retirement Planning firms in Mclean, Virginia

QualificationsFirm CRD# 165976

Assets Under Management $24,381,015,458

No. Of Clients94

Clients Per Financial Advisor3

VEST FINANCIAL LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 27 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 companies
  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO CONSULTANT AND SUB-SUPERVISORY SERVICES FOR UNIT INVESTMENT TRUSTS)
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QualificationsFirm CRD# 317672

Assets Under Management $4,975,020,215

No. Of Clients2822

Clients Per Financial Advisor33

CASSADAY & COMPANY, INC. is a financial advisory firm situated in Mclean, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2822 clients. The team consists of 86 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)
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QualificationsFirm CRD# 124205

Assets Under Management $4,963,236,000

No. Of Clients446

Clients Per Financial Advisor0

ANDERSEN is a financial advisory firm situated in Mclean, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 446 clients. The team consists of 1861 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 113908

Assets Under Management $4,777,743,993

No. Of Clients15951

Clients Per Financial Advisor97

SPIRE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15951 clients. The team consists of 165 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING)
View Full Profile

QualificationsFirm CRD# 122482

Assets Under Management $4,150,401,375

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 companies
  • Other (CERTAIN PORTFOLIO SERVICES FOR REITS (SEE BROCHURE))
View Full Profile

QualificationsFirm CRD# 283886

Assets Under Management $2,679,926,911

No. Of Clients6117

Clients Per Financial Advisor149

BOGART WEALTH, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6117 clients. The team consists of 41 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 services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 137497

Assets Under Management $2,574,623,952

No. Of Clients2636

Clients Per Financial Advisor69

WEST FINANCIAL SERVICES, INC. is a financial advisory firm situated in Mclean, Virginia. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2636 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 283127

Assets Under Management $1,218,474,644

No. Of Clients14

Clients Per Financial Advisor0

ALDRICH CAPITAL PARTNERS 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 14 clients. The team consists of 46 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 vehicles
View Full Profile

QualificationsFirm CRD# 107335

Assets Under Management $1,196,492,694

No. Of Clients2279

Clients Per Financial Advisor99

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 2279 clients. The team consists of 23 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 158049

Assets Under Management $1,161,333,000

No. Of Clients17

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 17 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 vehicles
  • Other (SEPARATELY MANAGED ACCOUNTS)
View Full Profile

QualificationsFirm CRD# 305742

Assets Under Management $827,933,190

No. Of Clients2557

Clients Per Financial Advisor256

BROWN | MILLER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mclean, Virginia. With a nearly $828M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2557 clients. The team consists of 10 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 317929

Assets Under Management $591,419,565

No. Of Clients1655

Clients Per Financial Advisor118

CENTURION WEALTH MANAGEMENT is a financial advisory firm situated in Mclean, Virginia. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1655 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING)
View Full Profile

QualificationsFirm CRD# 282355

Assets Under Management $412,667,401

No. Of Clients1486

Clients Per Financial Advisor124

OLIO FINANCIAL PLANNING 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 1486 clients. The team consists of 12 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 106024

Assets Under Management $361,098,158

No. Of Clients499

Clients Per Financial Advisor71

ALEXANDER RANDOLPH ADVISORY INC is a financial advisory firm situated in Mclean, Virginia. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 499 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 111587

Assets Under Management $341,413,738

No. Of Clients68

Clients Per Financial Advisor14

AEGIS FINANCIAL CORPORATION is a financial advisory firm situated in Mclean, Virginia. With a nearly $341M assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
View Full Profile

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