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Top Financial Advisors in McLean, VA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor in McLean, Virginia

If you're trying to find a financial advisor, the process can be a challenge. But we’re here to help. We dove deep into financial data to bring you the top financial advisors in McLean, Virginia. We narrowed down our list based on factors like the size of assets under management (AUM) and scope of services provided. To choose from up to three advisors who serve your area, try SmartAsset's free financial advisor matching tool.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Cassaday & Co., Inc. Cassaday & Co., Inc. logo Find an Advisor

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$4,633,257,014 $500,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
2 Andersen Andersen logo Find an Advisor

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$3,696,945,000 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Publication of periodicals
  • Educational seminars

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Publication of periodicals
  • Educational seminars
3 West Financial Services, Inc. West Financial Services, Inc. logo Find an Advisor

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$2,283,300,433 $1,000,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting

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4 Bogart Wealth, LLC Bogart Wealth, LLC logo Find an Advisor

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$1,925,112,996 No set account minimum
  • Financial planning
  • Portfolio management
  • Educational seminars

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Educational seminars
5 OFS OFS logo Find an Advisor

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$1,279,063,761 No set account minimum
  • Financial planning
  • Portfolio managment
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio managment
  • Selection of other advisors
6 Bernhardt Wealth Management, Inc. Bernhardt Wealth Management, Inc. logo Find an Advisor

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$667,393,480 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
7 Brown Miller Wealth Management, LLC Brown Miller Wealth Management, LLC logo Find an Advisor

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$611,761,513 $500,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Advisor selection

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Advisor selection
8 OLIO Financial Planning OLIO Financial Planning logo Find an Advisor

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$297,442,186 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Educational seminars
  • CFO services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Educational seminars
  • CFO services
9 SageVest Wealth Management SageVest Wealth Management logo Find an Advisor

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$297,681,010 $1,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Publication of periodicals
  • Educational seminars

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Publication of periodicals
  • Educational seminars
10 Alpha Financial Advisors, LLC Alpha Financial Advisors, LLC logo Find an Advisor

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$216,376,144 $500,000
  • Investment management
  • Retirement planning
  • Tax and cash flow management
  • Insurance counseling
  • Estate planning

Minimum Assets

$500,000

Financial Services

  • Investment management
  • Retirement planning
  • Tax and cash flow management
  • Insurance counseling
  • Estate planning

What We Use in Our Methodology

To find the top financial advisors in McLean, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Cassaday & Co.

Our top choice is a fee-based firm that requires a minimum investment of $500,000 across all of your family accounts. For multiple years over the last decade, Barron’s has recognized Cassady & Co. as one of the top financial advisory firms in the state of Virginia. 

The advisory team features a wide range of financial certifications. On staff, there are several certified financial planners (CFPs), chartered mutual fund counselors (CMFCs), financial paraplanner qualified professionals (FPQPs), certified fund specialists (CFSs), chartered retirement planning counselors (CRPCs), chartered financial analysts (CFAs), and certified investment management analyst (CIMAs). There are other, more niche certifications at the firm as well.

Certain on-staff advisors at Cassaday can receive commissions from insurance or securities sales. While this represents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests, no matter what.

Cassaday & Co. Background

Cassaday & Co. was founded in 1993. Before then, the firm’s chairman and CEO Stephan Cassaday had been working in the financial services space for nearly two decades, giving him over 40 years of experience in the industry.

The firm provides an array of services around investment advice, financial planning, retirement planning, tax and cash-flow analysis, death and disability financial planning and education funding.  

Cassaday & Co. Investing Strategy

Cassaday & Co.’s investment strategy generally focuses on long-term planning driven by modern portfolio theory. So it focuses heavily on building an asset allocation strategy that reflects your risk tolerance and long-term investment goals. 

The firm generally constructs client portfolios with broadly traded, open-end mutual funds or conservative fixed-income securities.

Andersen

Anderson is a fee-only firm that provides financial planning, portfolio management, tax management and other advisory services. Unlike most firms on this list, it does not require a set account minimum. However, some investment options may require one. For instance, you need a minimum investment to access mutual funds with certain share classes that allow for lower expense fees.

This firm serves mostly high-net-worth individuals. But it also extends services to trusts, foundations, endowments, businesses, pensions, profit-sharing plans and charitable organizations. The advisors at this firm hold a wide range of certifications.

Anderson Background 

Formerly known as WTAS, Anderson went into business with its new name in 2002. Since then, it has offered a variety of tax, valuation and financial advisory services. The firm has a massive global presence, with office locations around the world.

This firm typically offers financial planning and investment services within the same offering. These wealth management services can cover investment planning, tax management, estate planning, retirement planning and more.

Anderson Investment Strategy

Anderson examines the client’s financial situation and goals in order to construct a strategic investment plan and target asset allocation that reflects their risk tolerance. It focuses on the long term by taking into account projected future income and spending habits as well as inflation and tax policy changes.

West Financial Services

West Financial Services (WFS) is a fee-only firm that engages in financial planning, retirement plan consulting and investment management services, as well as executive and business consulting. The firm has a minimum investment requirement of $1 million, though it may be willing to waive this at its discretion.

The team features several certified financial planners (CFPs) and chartered financial analyst (CFAs). Other advisory certifications include certified employee benefits specialist (CEBS), certified investment management analyst (CIMA), certified divorce financial analyst (CDFA) and more.

West Financial Services Background

West Financial Services was founded back in 1982. Today, it’s owned by Sandy Spring Bank, which is, in turn, a subsidiary of Sandy Spring Bancorp, Inc. It mostly works with high-net-worth individuals, non-high-net-worth individuals, businesses, retirement plans and charitable organizations. 

In addition to investment advisory services, it offers direct financial planning services around several categories. These include insurance, business succession planning and stock option exercise strategies. The firm can also help you manage a 529 college savings plan and other education-related funds. 

West Financial Services Investment Strategy

West Financial Services aims to build investment portfolios based on their clients’ financial circumstances, risk tolerance and goals. Accounts are both discretionary and non-discretionary. This means the firm either does trades without running them by the client first or it allows the client to have control of asset allocation and other aspects of their portfolios.

Bogart Wealth

Bogart Wealth is a fee-only, SEC-registered financial advisor firm. The firm doesn’t impose any account minimums. Its advisor work almost entirely with high-net-worth and non-high-net-worth individuals, as well as charitable organizations.

The firm has multiple financial certifications among its advisors. These include the certified financial planner (CFP), chartered financial analyst (CFA) and chartered financial consultant (ChFC) designations.

Bogart Wealth Background 

Bogart Wealth was created in 2016. It's under the ownership of James Bogart, the firm's CEO, president and lead financial advisor. 

The firm provides investment advice along with other financial planning services through its wrap-fee program. It specializes in the following areas: 

  • Business planning
  • Tax and cash-flow management
  • Trust and estate planning
  • Insurance
  • Retirement planning
  • Education funding

Bogart Wealth Investment Strategy

Bogart Wealth builds portfolios while emphasizing asset allocation. To diversify your portfolio, the firm may utilize a wide range of securities including stocks from small- to large-cap companies, international equity, bonds and cash or cash equivalents.

The firm focuses on long-term investing and generally steers away from active management strategies. “We believe in long-term investing and do not suggest trying to time the markets,” Bogart Wealth states in its Form ADV. “Although we periodically reduce exposure to hot sectors and rotate funds to out-of-favor sectors, we try not to let emotional decisions replace rational judgment. We believe sticking to the plan can provide superior returns.”

The practice may make appropriate changes and contact you to discuss options during certain conditions such as heightened volatility in the stock market.

OFS

OFS, or Octagon Financial Services, is a fee-based financial advisor firm that primarily serves professional athletes and entertainers. The team at OFC features several certified financial planners (CFPs) and a few certified public accountants (CPAs).

This firm works mostly with non-high-net-worth individuals. OFS also provides services to high-net-worth individuals and businesses, though. The firm doesn’t require a set account minimum for new clients.

As a fee-based firm, some of the advisors OFS employs can earn commissions from the sale of insurance products or securities. However, the firm is legally bound by fiduciary duty to act in clients' best interests at all times.

OFS Background 

OFS has been providing wealth management services since 1983. The firm is a subsidiary of Octagon Worldwide, a sports and entertainment representation company. Octago Worldwide is, in turn, an arm of the Interpublic Group of Companies.

The firm focuses on the following services:

OFS Investment Strategy 

OFS deploys both long-term and short-term investment strategies it deems appropriate based on a client’s profile. The firm would focus on long-term purchases if it believes a particular security is undervalued or if it seeks exposure to a specific asset class throughout a period of time. It engages in short-term purchases when it projects that conditions can soon trigger a favorable swing in a security’s price.

Bernhardt Wealth Management

Bernhardt Wealth Management is a fee-only financial advisor firm, which means all of its compensation comes from client-paid fees and not third-party sales commissions. To work with the firm, you typically need a minimum investment of $1 million. The firm works with individuals both with and without a high net worth, businesses and retirement plans.

The advisory team here houses several certified financial planners (CFPs). Other certifications at the firm include accredited investment fiduciary (AIF), accredited asset management specialist (AAMS), certified public accountant (CPA), personal financial specialist (PFS) and certified divorce financial analyst (CDFA).

Bernhardt Wealth Management Background 

Bernhardt Wealth Management has been providing investment advisory services since 1994. Its founder, Gordon Bernhardt, has been in the financial services business since the 1980s, and once worked for PricewaterhouseCoopers.

Services at this firm are offered either comprehensively through a wealth management program or on a stand-alone basis through its investment management service. Wealth management covers investment management, along with retirement planning, estate planning, insurance planning, tax planning and more.

Bernhardt Wealth Management Investment Strategy 

Bernhardt Wealth Management generally recommends investing in exchange-traded funds (ETFs), no-load mutual funds, index funds, variable annuities, individual bonds and short-term paper. However, it may also turn to other types of securities if appropriate to your risk tolerance and investment goals.

Brown Miller Wealth Management

Brown Miller Wealth Management is among the youngest firms on this list. The firm works with about an even number of both non-high-net-worth individual and high-net-worth individual clients. These clients make up the majority of the firm's clients. Other clients include charities, retirement plans and businesses. To have an account open with this firm, you'll need at least $500,000 in assets, though this requirement may range up to $1 million in some cases.

As a fee-only firm, Brown Miller has no third-party affiliations through which it  or its advisors may be able to receive commissions. A fee-based firm operates differently, receiving third-party commissions and being subject to a potential conflict of interest. 

Brown Miller Wealth Management Background

Brown Miller Wealth Management was founded in 2019. Christopher W. Brown and David A. Miller are the firm's two principal owners. Both Brown and Miller are certified financial planners (CFPs), while Brown is also a certified investment management analyst (CIMA).

Brown Miller provides its clients with the following services:

  • Investment and wealth management
  • Selection of independent managers
  • Financial planning and consulting
  • Fiduciary and non-fiduciary services for retirement plan sponsors

Brown Miller Wealth Management Investment Strategy

Brown Miller Wealth Management's investment strategy is similar to that of many other firms. It looks to develop personalized investment strategies based on the individual profile of each client. Advisors at the firm work with clients to determine their tolerance for risk and investment objectives at the start of each new relationship. They look to provide comprehensive wealth management solutions to help client achieve their financial goals.

The firm and its advisors primarily invest client assets in equity and debt securities, exchange-traded funds (ETFs), and mutual funds, depending on the specific goals and needs of the client. The firm also recommends that clietn invest a portion of their assets with independent managers.

OLIO Financial Planning

On OLIO Financial Planning's website, the firm states that it will "provide clear guidance for your entire financial life to help you live well." It goes on to list a number of different services it will use to take care of your needs. The firm works heavily with high-net-worth and non-high-net-worth individuals, though it also has a few institutional clients. There is no set account minimum at this fee-only firm.

Nearly every member of OLIO's advisory team is a certified financial planner (CFP). The firm also boasts one enrolled agent (EA) and one certified kingdom advisor (CKA), which is a Christian-centric advisory designation.

OLIO Financial Planning Background

OLIO Financial Planning is still a young firm, as it was independently founded in 2015 by Andrew J. Miller. Miller still works at OLIO, serving as its CEO, chief compliance officer (CCO), managing member and principal owner.

The breadth of advisory services provided to clients of OLIO is quite impressive. The firm primarily offers financial planning and investment management, but its services can also get to a much more minute level. For example, advisors here can help with student loans, tax returns, divorce decrees, employment and business arrangements, mortgages, estate planning and more.

OLIO Financial Planning Investing Strategy

As its name states, OLIO Financial Planning is primarily focused on helping clients build out their short- and long-term financial plans. However, investing is a part of this equation, as the firm provides investment planning and consultation services as well. In fact, advisors can help with customized asset allocation planning, investment analysis, rebalances, asset selection and more.

SageVest Wealth Management

Fee-only SageVest Wealth Management earns all of its compensation from client-paid fees rather than third-party financial product sales commissions. The firm's entire client base is made up of individuals, with most of them coming in above the high-net-worth threshold. The firm's account minimum is $1 million, though it may be willing to accept clients with less than that.

Every financial advisor at SageVest holds a certified financial planner (CFP) designation. One advisor is also an accredited investment fiduciary (AIF).

SageVest Wealth Management Background

SageVest Wealth Management was first established in 2007 by current firm president Jennifer Myers. Myers has over 20 years of experience in the financial services industry, and she also acts as the firm's sole owner.

Investment management and financial planning services are both available through SageVest. The latter can cover topics like estate planning, asset protection planning, cash flow planning, retirement planning, philanthropic gift planning and more.

SageVest Wealth Management Investing Strategy

When working with a new client, advisors at SageVest Wealth Management will work with you to figure out what type of investment profile best fits your current situation, goals and needs. This will involve coming up with a specific risk tolerance, time horizon and income requirements that your advisor can abide by when formulating your portfolio's asset allocation plan.

Based on the above information, the firm will divide your assets between multiple investment securities. At SageVest, these can include stocks, bonds, ETFs, mutual funds, real estate, commodities and alternative investments.

Alpha Financial Advisors is a financial advisory firm that provides investment portfolio management, retirement planning, tax and cash flow management, insurance counseling and estate planning services. For portfolio management services, you generally need at least $500,000. This is a fee-only firm, which means all of its compensation comes from its clients directly for its services. The firm typically works with individuals, high-net-worth individuals, pension and profit-sharing plans. 

Alpha Financial Advisors' Background 

Alpha Financial Advisors opened its doors in 2000 by Eric D. Hess as a way to manage his family's finances more effectively. The Alpha team now boasts three advisors but Mr. Hess still serves as principal and managing director of the firm. He has obtained the designations of a certified financial planner (CFP) and chartered financial consultant (ChFC). 

Alpha Financial Advisors' Investing Strategy

Alpha offers an array of services to its clients in an effort to serve all of their financial needs. For its portfolio management service, it helps clients select stock and bond managers from over 10,000 funds that are a good match for the individual needs of the client. The firm doesn't use a broker-dealer network to invest funds. The majority of client funds are invested in mutual funds and exchange-traded funds (ETFs). 

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.