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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 - May 15, 2025Mclean has 27 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
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
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
VERIFIEDCenturion Wealth Management, LLC
CFP®, CPWA®, CIMA®, ChFC®
Qualifications
Firm CRD# 317929
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
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
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 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, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
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
$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
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
VERIFIEDSkip 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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
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 | 8350 Broad St, Suite 240 Mclean, VA, 22102-5150 | $24,381,015,458 | 94 | 27 | A percentage of AUM |
| 2 | 8180 Greensboro Drive, Suite 1180 Mclean, VA, 22102 | $4,975,020,215 | 2822 | 86 | A percentage of AUM, Hourly charges, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.) |
| 3 | 1861 International Drive, Suite 501 Mclean, VA, 22102 | $4,963,236,000 | 446 | 1861 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 7901 Jones Branch Dr., Suite 810 Mclean, VA, 22102 | $4,777,743,993 | 15951 | 165 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1521 Westbranch Drive, Suite 100 Mclean, VA, 22102 | $4,150,401,375 | 4 | 45 | A percentage of AUM, Performance Based, Other (CERTAIN PORTFOLIO SERVICES TO FUND CLIENTS (SEE BROCHURE)) |
| 6 | 2010 Corporate Ridge, Suite 900 Mclean, VA, 22102 | $2,679,926,911 | 6117 | 41 | A percentage of AUM |
| 7 | 2010 Corporate Ridge Road, Ste 530 Mclean, VA, 22102 | $2,574,623,952 | 2636 | 38 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 8300 Greensboro Drive, Suite 1000 Mclean, VA, 22102 | $1,218,474,644 | 14 | 46 | A percentage of AUM, Performance Based |
| 9 | 7950 Jones Branch Drive, Suite 700n Mclean, VA, 22102 | $1,196,492,694 | 2279 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 7901 Jones Branch Drive, Suite 210 Mclean, VA, 22102 | $1,161,333,000 | 17 | 18 | A percentage of AUM, Performance Based |
| 11 | 8280 Greensboro Drive, Suite 220 Mclean, VA, 22102 | $827,933,190 | 2557 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 7901 Jones Branch Drive, Suite 230 Mclean, VA, 22102 | $591,419,565 | 1655 | 14 | A percentage of AUM, Hourly charges |
| 13 | 1751 Pinnacle Drive, Suite 600 Mclean, VA, 22102-4007 | $412,667,401 | 1486 | 12 | Hourly charges, Fixed fees |
| 14 | 8200 Greensboro Drive, Suite 1125 Mclean, VA, 22102 | $361,098,158 | 499 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 6862 Elm Street, Suite 830 Mclean, VA, 22101 | $341,413,738 | 68 | 5 | 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)
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)
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
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)
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))
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
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
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
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
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)
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
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)
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
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
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
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