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Top RIA Firms in Mclean, Virginia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mclean, Virginia. This hub covers 30 matching firms with $93.1B in total reported AUM and median AUM of $629.6M.
Firms
30
Matching current profiles
Total AUM
$93.1B
Reported regulatory AUM
Median AUM
$629.6M
Across firms with AUM
Largest firm
$51.8B
Vest Financial LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Vest Financial LLC CRD 165976 · Limited Liability Company | MCLEAN, VA | $51.8B Mar 2026 | +$27.4B+112.5% | +$41.8B+415.2% | +$49.4B+2040.1% | +$51.8B+1574908.4% | +32 employees+160.0% over 3Y | +98 accounts+175.0% over 3Y |
| 2. Cassaday & Company, INC. CRD 317672 · Limited Liability Company | MCLEAN, VA | $7.1B Mar 2026 | +$2.2B+43.5% | +$2.5B+54.1% | — | — | +31 employees+47.0% over 3Y | +182 accounts+5.9% over 3Y |
| 3. Andersen CRD 124205 · Limited Liability Company | MCLEAN, VA | $6.3B Mar 2026 | +$1.4B+27.9% | +$2.1B+50.5% | +$3.8B+144.9% | +$4.9B+345.3% | +550 employees+36.4% over 3Y | +166 accounts+40.2% over 3Y |
| 4. Spire Wealth Management, LLC CRD 113908 · Limited Liability Company | MCLEAN, VA | $4.5B Mar 2026 | -$263.9M-5.5% | +$324.9M+7.8% | +$254.4M+6.0% | +$3.7B+454.1% | +46 employees+46.5% over 3Y | +2,971 accounts+24.2% over 3Y |
| 5. Gladstone Management Corporation CRD 122482 · Corporation | MCLEAN, VA | $4.4B Apr 2026 | +$273.3M+6.6% | +$447.6M+11.3% | +$1.4B+48.6% | +$3.4B+349.7% | 0 employees+0.0% over 3Y | +1 accounts+25.0% over 3Y |
| 6. Bogart Wealth, LLC CRD 283886 · Limited Liability Company | MCLEAN, VA | $3.2B Mar 2026 | +$510.6M+19.1% | +$908.3M+39.8% | +$1.9B+143.2% | — | +22 employees+78.6% over 3Y | +579 accounts+9.6% over 3Y |
| 7. West Financial Services, INC. CRD 137497 · Corporation | MCLEAN, VA | $2.8B Mar 2026 | +$261.6M+10.2% | +$937.5M+49.4% | +$893.7M+46.0% | +$2.0B+251.6% | +1 employees+2.6% over 3Y | +221 accounts+8.7% over 3Y |
| 8. Activ8 Family Office LLC CRD 337753 · Limited Liability Company | MCLEAN, VA | $1.5B Mar 2026 | — | — | — | — | +14 employees+200.0% over Total | — |
| 9. Aegis Financial Corporation CRD 111587 · Corporation | MCLEAN, VA | $1.4B Mar 2026 | +$986.5M+258.9% | +$1.0B+287.7% | +$1.2B+862.1% | +$1.1B+390.1% | +1 employees+20.0% over 3Y | -3 accounts-4.3% over 3Y |
| 10. Fj Capital Management LLC CRD 158049 · Limited Liability Company | MCLEAN, VA | $1.1B Mar 2026 | +$29.9M+2.9% | -$81.5M-7.0% | +$53.9M+5.2% | +$914.6M+553.8% | 0 employees+0.0% over 3Y | -6 accounts-37.5% over 3Y |
| 11. Pointoak Retirement Advisors CRD 314866 · Limited Liability Company | MCLEAN, VA | $1.1B Mar 2026 | +$808.1M+298.3% | +$1.1B+112072.0% | — | +$1.1B+112072.0% | +2 employees+200.0% over 3Y | +115 accounts+5750.0% over 3Y |
| 12. Brown | Miller Wealth Management, LLC CRD 305742 · Limited Liability Company | MCLEAN, VA | $991.1M Apr 2026 | +$163.1M+19.7% | +$446.6M+82.0% | +$496.5M+100.4% | — | +4 employees+57.1% over 3Y | +534 accounts+24.6% over 3Y |
| 13. Aztlan Equity Management, LLC CRD 286360 · Limited Liability Company | MCLEAN, VA | $851.1M Mar 2026 | +$268.1M+46.0% | +$701.1M+467.4% | — | +$701.1M+467.4% | +3 employees+42.9% over 3Y | +3 accounts+25.0% over 3Y |
| 14. Centurion Wealth Management CRD 317929 · Limited Liability Company | MCLEAN, VA | $784.0M May 2026 | +$192.6M+32.6% | +$370.5M+89.6% | — | — | +3 employees+27.3% over 3Y | +1,169 accounts+268.7% over 3Y |
| 15. Range Advisory, LLC CRD 321969 · Limited Liability Company | MCLEAN, VA | $653.9M Mar 2026 | +$626.7M+2304.2% | — | — | +$653.8M+471249.5% | +32 employees+533.3% over 3Y | +3,549 accounts+1484.9% over 1Y |
| 16. Kah Capital Management, LLC CRD 298287 · Limited Liability Company | MCLEAN, VA | $605.3M Mar 2026 | +$224.7M+59.1% | +$413.8M+216.2% | +$274.8M+83.1% | — | +1 employees+14.3% over 3Y | +3 accounts+100.0% over 3Y |
| 17. Olio Financial Planning CRD 282355 · Limited Liability Company | MCLEAN, VA | $600.5M Mar 2026 | +$187.8M+45.5% | +$303.1M+101.9% | +$425.6M+243.4% | +$476.8M+385.6% | +1 employees+7.7% over 3Y | +544 accounts+49.6% over 3Y |
| 18. Ravenswood Partners LP CRD 327106 · Limited Partnership | MCLEAN, VA | $436.1M May 2026 | +$280.4M+180.1% | — | — | +$273.5M+168.2% | +1 employees+25.0% over 1Y | +7 accounts+175.0% over 1Y |
| 19. Sagevest Wealth Management CRD 143562 · Corporation | MCLEAN, VA | $423.2M May 2026 | +$64.7M+18.1% | +$169.1M+66.5% | +$160.7M+61.2% | +$316.3M+296.0% | -2 employees-25.0% over 3Y | +47 accounts+11.0% over 3Y |
| 20. Alexander Randolph Advisory INC CRD 106024 · Corporation | MCLEAN, VA | $403.9M Mar 2026 | +$40.2M+11.0% | +$87.9M+27.8% | +$82.2M+25.6% | +$151.4M+59.9% | -2 employees-28.6% over 3Y | -9 accounts-1.9% over 3Y |
| 21. 4J Wealth Management, LLC CRD 297268 · Limited Liability Company | MCLEAN, VA | $348.1M Mar 2026 | +$54.1M+18.4% | +$152.8M+78.2% | +$166.7M+91.9% | — | +1 employees+33.3% over 3Y | +74 accounts+12.2% over 3Y |
| 22. Capitol Financial Consultants, INC. CRD 109800 · Corporation | MCLEAN, VA | $269.2M Mar 2026 | +$38.6M+16.7% | +$57.7M+27.3% | +$80.7M+42.8% | +$176.9M+191.7% | +1 employees+33.3% over 3Y | +34 accounts+8.9% over 3Y |
| 23. Argo Wealth Advisory, LLC CRD 334041 · Limited Liability Company | MCLEAN, VA | $256.2M Dec 2025 | — | — | — | — | +1 employees+100.0% over Total | — |
| 24. Sanchez & Zures, LLC CRD 139898 · Limited Liability Company | MCLEAN, VA | $241.9M Mar 2026 | +$39.0M+19.2% | +$76.7M+46.5% | +$101.4M+72.2% | +$122.7M+102.9% | 0 employees+0.0% over 3Y | -70 accounts-12.8% over 3Y |
| 25. Alpha Financial Advisors, LLC CRD 116291 · Limited Liability Company | MCLEAN, VA | $218.3M Feb 2026 | +$50.1M+29.8% | +$1.9M+0.9% | +$73.1M+50.4% | +$148.8M+213.9% | +2 employees+40.0% over 3Y | +38 accounts+32.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.