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Best financial advisors in Mclean, VA

Registered advisers within 25 miles of Mclean, VA.

Offices
1,960
Firms
795
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
4.01M
4,012,889 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

KALAMATA ASSET MANAGEMENT LLC
M HOLDINGS SECURITIES, INC.
FOCUS PARTNERS WEALTH, LLC
GLOBAL RETIREMENT PARTNERS LLC
HUB INVESTMENT PARTNERS, LLC
ALIKOS WEALTH MANAGEMENT, LLC
ARCHER INVESTMENT CORPORATION
EDWARD JONES
NORTHLANE CAPITAL PARTNERS
INVESTABLY LLC
ROCKEFELLER FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MV CAPITAL MANAGEMENT, INC.
TRUMBOWER FINANCIAL ADVISORS LLC
ABRAMS BISON INVESTMENTS, L.L.C.
MIDDLETON ADVISORY
LPL FINANCIAL LLC
ALLRIDGE WEALTH MANAGEMENT, INC

Investors

Gurpreet Singh Bedi
SCOTT ANDREW GREENBERG
DAVID ALAN WEXLER
ANDREW ROBERT KLINE
WILLIAM JAMES SNOKE
JAMES ERIC KEENEHAN
Samantha Kaufman
ELIZABETH KATHLEEN REHBEHN
ALEXANDER GEORGE ASSALEY
ALLISON LOUISE ROSENBERG
ALEX HSU
JASON WILLIAM DAHL
Jensen Lorea
Daniel Timothy Ryan
Peter Thomas Ryan
Jade Marisa Wilson
AIDAN D MEJIA
Raj Goenka
Ikesh Kumar Pandey
Nicholas Shirley
PAUL FRANCIS SULLIVAN
Kirk Brian Diehl
Michelle B Gordon
ANDREW MICHAEL KARR
JACKSON KEITH TRAXLER
Shane Timothy Twomey
THURA KYAW AUNG
JACK STEVEN MUTCHNIK
Daniel Guadalupe
KENYA Zambrano Knight
MARK EVANS UNDERWOOD
COURTNEY VIRGINIA VOJDANI
ARIAN A VOJDANI
HEATH ALLEN BREWER
MICHAEL RAYMOND PERHAC
CHRISTINA LYNN BRESNAN
BRAD CHRISTOPHER NEUMANN
Robert Jonathan Speece
VICTORIA MARTHA TRUMBOWER
DAVID LANE MIDDLETON
Robert Keller
RICHARD WARREN ALLRIDGE

Within 25 miles of Mclean, VA, Best Investors lists 795 registered investment advisory firms with 1,960 offices nearby, managing about $22.1T in combined regulatory AUM across 4,012,889 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Mclean

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM