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Largest RIA Firms in Mclean, Virginia by AUM
Explore registered investment advisers headquartered in Mclean, Virginia, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 33 firms with $95.7B in total reported AUM and median AUM of $605.3M.
Firms
33
Matching current profiles
Total AUM
$95.7B
Reported regulatory AUM
Median AUM
$605.3M
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 Jun 2026 | +$12.5B+31.8% | +$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. Gladstone Management Corporation CRD 122482 · Corporation | MCLEAN, VA | $4.8B Sep 2026 | +$622.4M+15.0% | +$796.7M+20.0% | +$1.8B+60.3% | +$3.8B+385.2% | 0 employees+0.0% over 3Y | +1 accounts+25.0% over 3Y |
| 5. Spire Wealth Management, LLC CRD 113908 · Limited Liability Company | MCLEAN, VA | $4.5B Jun 2026 | -$103.3M-2.2% | +$633.3M+16.3% | +$254.4M+6.0% | +$3.7B+454.1% | +7 employees+5.1% over 3Y | +390 accounts+2.6% over 3Y |
| 6. Bogart Wealth, LLC CRD 283886 · Limited Liability Company | MCLEAN, VA | $3.2B Oct 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 Aug 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 Aug 2026 | — | — | — | — | +18 employees+257.1% over Total | — |
| 9. Range Advisory, LLC CRD 321969 · Limited Liability Company | MCLEAN, VA | $1.4B Oct 2026 | +$1.1B+416.3% | +$1.4B+1000871.3% | — | +$1.4B+1000871.3% | +26 employees+216.7% over 3Y | +5,204 accounts+520400.0% over 3Y |
| 10. Aegis Financial Corporation CRD 111587 · Corporation | MCLEAN, VA | $1.4B Jul 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 |
| 11. Aldrich Capital Partners LLC CRD 283127 · Limited Liability Company | MCLEAN, VA | $1.1B Mar 2025 | -$100.9M-8.3% | -$19.8M-1.7% | +$647.6M+137.8% | +$971.8M+666.7% | +15 employees+40.5% over 3Y | +2 accounts+16.7% over 3Y |
| 12. 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 |
| 13. 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 |
| 14. Brown | Miller Wealth Management, LLC CRD 305742 · Limited Liability Company | MCLEAN, VA | $991.1M Sep 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 |
| 15. 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 |
| 16. Centurion Wealth Management CRD 317929 · Limited Liability Company | MCLEAN, VA | $786.2M Sep 2026 | +$45.0M+6.1% | +$372.7M+90.1% | — | — | +2 employees+18.2% over 3Y | +1,069 accounts+245.7% over 3Y |
| 17. 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 |
| 18. 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 |
| 19. 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 |
| 20. Sagevest Wealth Management CRD 143562 · Corporation | MCLEAN, VA | $423.2M Jun 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 |
| 21. Alexander Randolph Advisory INC CRD 106024 · Corporation | MCLEAN, VA | $403.9M Sep 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 |
| 22. 4J Wealth Management, LLC CRD 297268 · Limited Liability Company | MCLEAN, VA | $348.1M Sep 2026 | +$54.1M+18.4% | +$152.8M+78.2% | +$166.7M+91.9% | — | 0 employees+0.0% over 3Y | +74 accounts+12.2% over 3Y |
| 23. Advisors Financial, INC. CRD 144837 · Corporation | MCLEAN, VA | $321.2M Jun 2026 | +$28.7M+9.8% | +$83.0M+34.9% | +$87.6M+37.5% | +$253.4M+374.0% | -2 employees-22.2% over 3Y | +10 accounts+1.4% over 3Y |
| 24. 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 |
| 25. Argo Wealth Advisory, LLC CRD 334041 · Limited Liability Company | MCLEAN, VA | $256.2M Dec 2025 | — | — | — | — | +1 employees+100.0% over Total | — |
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 sufficient historical filing data is unavailable for the lookback period.