Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Chris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
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
Fee-Only, Flat Fee
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
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
Fee-Only, Flat Fee, Based on Assets
Jeffrey Lippman
CFP®, ChFC®
Capitol Financial Consultants, Inc.
Qualifications
CRD# 5124838
Firm CRD# 109800
Minimum Assets Required
$500,000
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
Fee-Based
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
Not Specified
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Michael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
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
Fee-Based, Based on Assets
Roshan Loungani
CFP®, CRPC®
Arete Wealth Management, LLC
Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Fee-Based, Based on Assets
Bob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Skip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
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
Not Specified
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
Fee-Only, Based on Assets
Joseph Myer
CFP®
Courser Capital Management, LLC
Qualifications
CRD# 4066111
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
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
Fee-Based, Flat Fee, Based on Assets
MY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
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
Fee-Based, Flat Fee, Based on Assets
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
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Tom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified
Not Specified
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
Not Specified
Fee-Based, Based on Assets
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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