Mclean Asset Management Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Tysons, VA. Its latest Form ADV filing, dated March 23, 2026, reports $994M in regulatory assets under management, 26 employees, 4 offices, and 1,504 accounts.
Assets Under Management
$994M
Employees
26
Offices
4 offices
Total Clients
512
Primary office
TYSONS, VA
1900 GALLOWS ROAD, SUITE 350, TYSONS, VA, United States
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
258
2
Individuals
44.5%
228
3
Pension Plans
4.1%
21
4
Charitable
0.8%
4
5
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$994Mas of March 23, 2026
Discretionary99.1%
$985M
99% of total RAUM99.1%
Non-discretionary0.9%
$9M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$994M
Total Accounts1,504
10Y AUM Change+$59M (+6.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee20:1
10Y Employee Change+4 (+18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.