City
Wealth management firms in McLean, Virginia
As of October 2, 2026, 34 wealth management firms, including broker-dealer firms, with their main office in McLean, Virginia reported $38.6 billion in regulatory assets under management; the largest by assets was Cassaday & Company, Inc., with $7.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 34
- Regulatory assets under management
- $38.6 billion
- Average per firm
- $1.1 billion
- SEC-registered, of those listed
- 24 of 34 (70.6%)
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 | Spire Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.5 billion | 15,272 |
| 5 | Bogart Wealth, LLC | SEC | $3.2 billion | 6,635 |
| 6 | West Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.8 billion | 2,766 |
| 7 | ACTIV8 Family Office LLC | SEC | $1.5 billion | 1,844 |
| 8 | Range Advisory, LLC | SEC | $1.4 billion | 5,205 |
| 9 | Brown | Miller Wealth Management, LLC | SEC | $991.1 million | 2,704 |
| 10 | Centurion Wealth Management | SEC | $786.2 million | 1,504 |
| 11 | Olio Financial Planning | SEC | $600.5 million | 1,640 |
| 12 | Sagevest Wealth Management | SEC | $423.2 million | 475 |
| 13 | Alexander Randolph Advisory Inc | SEC | $403.9 million | 474 |
| 14 | 4J Wealth Management, LLC | SEC | $348.1 million | 682 |
| 15 | Advisors Financial, Inc. | SEC | $321.2 million | 723 |
| 16 | Capitol Financial Consultants, Inc. | SEC | $269.2 million | 417 |
| 17 | Keystone Asset Management, Inc. | SEC | $261.0 million | 134 |
| 18 | Argo Wealth Advisory, LLC | SEC | $256.2 million | 425 |
| 19 | Sanchez & Zures, LLC | SEC | $241.9 million | 476 |
| 20 | Alpha Financial Advisors, LLC | SEC | $218.3 million | 156 |
| 21 | Chesapeake Investment Management LLC | SEC | $205.0 million | 395 |
| 22 | Acts Financial Advisors | SEC | $126.5 million | 158 |
| 23 | Capitol Wealth Management, Inc. | SEC | $111.9 million | 93 |
| 24 | Florin Group, LLC | State | $79.0 million | 320 |
| 25 | Bull Run Investment Management LLC | State | $56.2 million | 445 |
| 26 | Bluesail Advisors LLC | State | $28.9 million | 88 |
| 27 | B&L Wealth Group, LLC | State | $25.6 million | 16 |
| 28 | Alpha Capital Wealth Advisors, LLC | State | $12.8 million | 14 |
| 29 | Benjamins Money | SEC | $9.1 million | 13 |
| 30 | Chatham Wealth Management. LLC | State | $6.4 million | 8 |
| 31 | Vincent C. Lucas, C.P.A., P.C. | State | $2.1 million | 9 |
| 32 | AB Financial Planning and Investments, LLC | State | $0 | 0 |
| 33 | Ardent Guardian Wealth Advisory, LLC | State | $0 | 0 |
| 34 | Red Torch Capital LLC | State | $0 | 0 |
Wealth management firms 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.