West Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 30, 2026, reports $2.8B in regulatory assets under management, 39 employees, 1 office, and 2,766 accounts.
Assets Under Management
$2.8B
Employees
39
Offices
1 office
Total Clients
964
Primary office
MCLEAN, VA
2010 CORPORATE RIDGE ROAD, STE 530, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
546
2
Individuals
40.9%
394
3
Corporations
2.0%
19
4
Pension Plans
0.4%
4
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 30, 2026
Discretionary99.1%
$2.8B
99% of total RAUM99.1%
Non-discretionary0.9%
$25M
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$2.8B
Total Accounts2,766
10Y AUM Change+$1.6B (+131.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee25:1
10Y Employee Change+14 (+56.0%)
* 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.