City
Independent RIAs in McLean, Virginia
As of October 2, 2026, 32 independent wealth management RIAs with their main office in McLean, Virginia reported $31.2 billion in regulatory assets under management; the largest by assets was Cassaday & Company, Inc., with $7.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 32
- Regulatory assets under management
- $31.2 billion
- Average per firm
- $976.3 million
- SEC-registered, of those listed
- 22 of 32 (68.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cassaday & Company, Inc. | SEC | $7.1 billion | 3,267 |
| 2 | Andersen | SEC | $6.3 billion | 579 |
| 3 | Evanson Financial, LLC DBA Evanson Asset Management | SEC | $5.8 billion | 4,304 |
| 4 | Bogart Wealth, LLC | SEC | $3.2 billion | 6,635 |
| 5 | ACTIV8 Family Office LLC | SEC | $1.5 billion | 1,844 |
| 6 | Range Advisory, LLC | SEC | $1.4 billion | 5,205 |
| 7 | Brown | Miller Wealth Management, LLC | SEC | $991.1 million | 2,704 |
| 8 | Centurion Wealth Management | SEC | $786.2 million | 1,504 |
| 9 | Olio Financial Planning | SEC | $600.5 million | 1,640 |
| 10 | Sagevest Wealth Management | SEC | $423.2 million | 475 |
| 11 | Alexander Randolph Advisory Inc | SEC | $403.9 million | 474 |
| 12 | 4J Wealth Management, LLC | SEC | $348.1 million | 682 |
| 13 | Advisors Financial, Inc. | SEC | $321.2 million | 723 |
| 14 | Capitol Financial Consultants, Inc. | SEC | $269.2 million | 417 |
| 15 | Keystone Asset Management, Inc. | SEC | $261.0 million | 134 |
| 16 | Argo Wealth Advisory, LLC | SEC | $256.2 million | 425 |
| 17 | Sanchez & Zures, LLC | SEC | $241.9 million | 476 |
| 18 | Alpha Financial Advisors, LLC | SEC | $218.3 million | 156 |
| 19 | Chesapeake Investment Management LLC | SEC | $205.0 million | 395 |
| 20 | Acts Financial Advisors | SEC | $126.5 million | 158 |
| 21 | Capitol Wealth Management, Inc. | SEC | $111.9 million | 93 |
| 22 | Florin Group, LLC | State | $79.0 million | 320 |
| 23 | Bull Run Investment Management LLC | State | $56.2 million | 445 |
| 24 | Bluesail Advisors LLC | State | $28.9 million | 88 |
| 25 | B&L Wealth Group, LLC | State | $25.6 million | 16 |
| 26 | Alpha Capital Wealth Advisors, LLC | State | $12.8 million | 14 |
| 27 | Benjamins Money | SEC | $9.1 million | 13 |
| 28 | Chatham Wealth Management. LLC | State | $6.4 million | 8 |
| 29 | Vincent C. Lucas, C.P.A., P.C. | State | $2.1 million | 9 |
| 30 | AB Financial Planning and Investments, LLC | State | $0 | 0 |
| 31 | Ardent Guardian Wealth Advisory, LLC | State | $0 | 0 |
| 32 | Red Torch Capital LLC | State | $0 | 0 |
Independent RIAs in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.