Financial ADVSR advisor directory · SEC adviser records
Financial advisors in McLean, VA
Every SEC-registered investment adviser representative at a firm office in McLean, with the firms that employ the most of them.
622 registered advisors work in McLean; the most are at Wells Fargo Clearing Services, LLC (124). 169 list the CFP designation and 420 are also registered broker representatives.
Firms with the most advisors in McLean
Advisors in McLean, A to Z (first 300 of 622)
CFP advisors in McLean →- Hunter B. AdamsBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Ferris S. AhnAlpha Capital Wealth Advisors, LLC
- Christopher S. AireyConcurrent Investment Advisors, LLC · Certified Financial Planner
- Anne M. AlbertineMML Investors Services, LLC
- Danielle C. AlcideRange Advisory, LLC · Certified Financial Planner
- James C. AllenEdward Jones
- Vanessa M. AlonzoSteward Partners Investment Advisory, LLC
- Timothy AlvaradoActiv8 Family Office LLC · Certified Financial Planner
- Mezekir Z. AmezeneWells Fargo Clearing Services, LLC
- Iram M. AmirSagevest Wealth Management · Certified Financial Planner
- Jane AndersonBrighton Jones LLC
- Kristan L. AndersonWest Financial Services, Inc. · Certified Financial Planner
- Michael P. AndersonAmeriprise Financial Services, LLC
- Kristen M. AndrejevCreative Planning · Certified Financial Planner
- Christopher P. AnestActiv8 Family Office LLC
- Austin D. AnthonyCreative Planning · Certified Financial Planner
- Andrea T. Arias TurriagoUBS Financial Services Inc.
- Kent D. AshleyMML Investors Services, LLC
- Bradford B. AveryPNC Wealth Management LLC
- Muhammad A. AwanWells Fargo Clearing Services, LLC
- Saleha Azimi-GhomiMorgan Stanley
- Bradley J. BabilinoCetera Investment Advisers LLC
- Sean BacksConcurrent Investment Advisors, LLC
- Michael E. BakerMorgan Stanley
- Justin C. BakewellPitcairn
- Michael D. BallardWells Fargo Clearing Services, LLC
- Ryan BalowHightower Advisors, LLC
- Scott L. BarbeeAegis Financial Corporation
- Andrew D. Baron IIIConcurrent Investment Advisors, LLC
- Stephen E. BarronMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James R. BartonMorgan Stanley
- Jonathan BatistaWells Fargo Clearing Services, LLC
- Elena BaymeevaWells Fargo Clearing Services, LLC
- James D. BeallTruist Advisory Services, Inc. · Certified Financial Planner
- Eric B. BeckUBS Financial Services Inc.
- Scott E. BeckChesapeake Investment Management LLC
- Connor BectonConcurrent Investment Advisors, LLC · Certified Financial Planner
- Craig J. BedenMML Investors Services, LLC · Chartered Financial Consultant
- Brae A. BeggsOlio Financial Planning
- David BejaneishviliWells Fargo Clearing Services, LLC
- Laura BeldinB&L Wealth Group, LLC
- Kristine A. BennettCreative Planning
- Aaron D. BenwayAb Financial Planning And Investments, LLC · Certified Financial Planner
- Chaz H. BillakBogart Wealth, LLC · Certified Financial Planner
- Carmen I. BississoCassaday & Company, Inc. · Certified Financial Planner
- Mahendra K. BistWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kara L. BjoringTruist Advisory Services, Inc.
- Allison R. BlakeWells Fargo Clearing Services, LLC
- Robert W. BlankenshipCassaday & Company, Inc. · Chartered Financial Analyst
- Brenda P. BliskConcurrent Investment Advisors, LLC · Certified Financial Planner
- David L. BliskSpire Wealth Management, LLC
- Matthew W. BluntCassaday & Company, Inc. · Certified Financial Planner
- Isabelle C. BodensteinCassaday & Company, Inc.
- Christina M. BokorAndersen
- Hunter BorcherdingWells Fargo Clearing Services, LLC
- Jon E. BostWells Fargo Advisors Financial Network, LLC
- Michael J. BottoMML Investors Services, LLC
- Rachel M. BoyellCassaday & Company, Inc.
- Matthew R. BrandonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Sarah R. BrasingtonMorgan Stanley
- Benjamin M. BrennanMorgan Stanley
- Michael G. BrennanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Amir C. BrennerMorgan Stanley
- Christine F. BrillAndersen
- Ximena BritoRaymond James Financial Services Advisors, Inc.
- Marc Q. BroderickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bradford BrownWells Fargo Clearing Services, LLC
- Christopher W. BrownBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Darius J. BrownWells Fargo Clearing Services, LLC
- Douglas M. BrownCorient · Certified Financial Planner
- Jackson M. BrownRange Advisory, LLC · Certified Financial Planner
- Brandon BruckerWells Fargo Clearing Services, LLC
- Nicholas A. BuckWells Fargo Clearing Services, LLC
- Kevin BuckleyMorgan Stanley · Certified Financial Planner
- Grant E. BusterMML Investors Services, LLC
- Zachary T. BusterMML Investors Services, LLC · Certified Financial Planner
- Irene R. ButlerCassaday & Company, Inc. · Certified Financial Planner
- John C. ButzWells Fargo Clearing Services, LLC
- George C. CabaluWells Fargo Advisors Financial Network, LLC
- Grisell CaberopalssonCambridge Investment Research Advisors, Inc.
- Thomas R. CallahanRange Advisory, LLC · Certified Financial Planner
- Brian M. CalleryEdward Jones · Certified Financial Planner
- Colin CampbellCassaday & Company, Inc.
- Kelly L. CappelloArgo Wealth Advisory, LLC
- Matthew T. CarboneAmeriprise Financial Services, LLC
- Maedi T. CarneyChesapeake Investment Management LLC · Certified Financial Planner
- Manuel A. CarranzaRange Advisory, LLC · Certified Financial Planner
- Tanya B. CarsonWest Financial Services, Inc.
- Joseph V. Carter IIIUnited Brokerage Services, Inc.
- Thomas V. CarusoProspera Financial Services, Inc.
- Camilla CarvalhoConcurrent Investment Advisors, LLC
- Kyle S. CassadayCassaday & Company, Inc.
- Stephan Q. CassadayCassaday & Company, Inc. · Certified Financial Planner
- Christine A. CataldoMercer Global Advisors Inc. · Certified Financial Planner
- Lauren M. CataneoRange Advisory, LLC
- Lori A. CaumeilMorgan Stanley · Certified Financial Planner
- Veronique S. CaumeilMorgan Stanley
- Kristin E. CejdaNeuberger Berman Bd LLC
- Genesis S. Chacon-OjedaRBC Capital Markets, LLC
- Matthew C. ChalfantUBS Financial Services Inc.
- Stephen W. ChangActs Financial Advisors
- Troy ChaplinCassaday & Company, Inc.
- Patricia ChappleWells Fargo Advisors Financial Network, LLC
- Arthur G. ChaseUBS Financial Services Inc.
- Chun H. ChauAmeriprise Financial Services, LLC
- Salma M. ChaudryFlorin Group, LLC · Chartered Financial Consultant
- Abel Chavez LopezRaymond James & Associates, Inc.
- Johnson ChenMML Investors Services, LLC
- Ashley G. Chery-MarsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vitale ChristyKestra Advisory Services, LLC
- Shihi ChuAmeriprise Financial Services, LLC
- David A. CicconeWells Fargo Clearing Services, LLC
- Colin M. ClarkGlobal Retirement Partners LLC
- Thomas A. Clark Jr.Creative Planning
- Thomas E. ClarkUBS Financial Services Inc.
- Genevieve C. CoanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kenneth W. CoanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Derek H. CoburnGlobal Retirement Partners LLC
- Julian R. CollierTruist Advisory Services, Inc.
- Owen S. CollierCassaday & Company, Inc.
- Jennifer M. ComptonWells Fargo Clearing Services, LLC
- Brendan C. CondronCassaday & Company, Inc.
- Nicolas A. ConfortiBogart Wealth, LLC · Certified Financial Planner
- Arnold E. Connor Jr.Cetera Investment Advisers LLC
- Andrew B. CookWells Fargo Clearing Services, LLC · Certified Financial Planner
- Suzanne C. CooperMorgan Stanley
- Nell R. CordickBogart Wealth, LLC · Certified Financial Planner
- Alexander G. CordobaCassaday & Company, Inc.
- Kevin T. CortinaMorgan Stanley
- Norma A. CowanWells Fargo Clearing Services, LLC
- Bradford R. Coyle Jr.Steward Partners Investment Advisory, LLC
- Spencer CroftRange Advisory, LLC · Certified Financial Planner
- Christian CropperMorgan Stanley
- Kleo N. CurryMorgan Stanley · Certified Financial Planner
- Gordon W. Daisley IVAdvisors Financial, Inc.
- Clare E. DandridgeRange Advisory, LLC
- Elizabeth L. DavilaTruist Advisory Services, Inc. · Certified Financial Planner
- Courtney R. DavisAmeriprise Financial Services, LLC
- Jeffrey R. DavisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Natalie K. DavisWells Fargo Clearing Services, LLC
- Todd W. DavisWells Fargo Clearing Services, LLC
- Kaitlin K. DayMorgan Stanley
- Matthew B. Del RosarioWells Fargo Clearing Services, LLC
- Shabnam DelafkarWells Fargo Clearing Services, LLC
- Carmen E. Dello IaconoConcurrent Investment Advisors, LLC · Chartered Financial Analyst
- Evelina G. Delyakova-PlummerWells Fargo Clearing Services, LLC
- Yonas S. DemekeWells Fargo Clearing Services, LLC
- John E. DemoorsWells Fargo Clearing Services, LLC
- Joseph F. DenoyiorGlobal Retirement Partners LLC
- Nicholas DespinsKeel Point, LLC · Certified Financial Planner
- Proepilin DestefanoMorgan Stanley
- John P. DevineTruist Advisory Services, Inc.
- Zanelle M. DiamondMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michele K. DiattaWells Fargo Clearing Services, LLC
- Brandi N. DickeyHightower Advisors, LLC
- Courtney W. DinningMorgan Stanley
- Barbara L. DoranConcurrent Investment Advisors, LLC
- Steven W. DormanGlobal Retirement Partners LLC · Chartered Financial Consultant
- Joanne DorrisWells Fargo Clearing Services, LLC
- Mark DoughtyConcurrent Investment Advisors, LLC · Certified Financial Planner
- Kevin R. DraudtAndersen · Certified Financial Planner
- Kathleen E. DuffyApella Wealth · Certified Financial Planner, Chartered Financial Consultant
- Michael P. DuffyBogart Wealth, LLC
- William J. DunnWells Fargo Clearing Services, LLC
- Susanna W. DuranWells Fargo Clearing Services, LLC
- Thomas A. DuvalTruist Advisory Services, Inc.
- John A. EdwardsChesapeake Investment Management LLC · Chartered Financial Analyst
- Sheena EffendiWealthspire Institutional, LLC
- Allen C. EickelbergBogart Wealth, LLC · Certified Financial Planner
- Mark P. EidActs Financial Advisors
- Elian El-KhamissiStrategic Advisers LLC
- Mohanad B. ElhagWells Fargo Clearing Services, LLC
- Spencer T. EngelkeRange Advisory, LLC · Certified Financial Planner
- Millicent P. EubanksMorgan Stanley
- Mark FalamounMercer Global Advisors Inc. · Certified Financial Planner
- Daria FarkondepayWells Fargo Clearing Services, LLC
- Yvette Farrugia PolsterTruist Advisory Services, Inc. · Certified Financial Planner
- Ahmed O. FarrukWealthspire Institutional, LLC
- Michael J. Fay Jr.Morgan Stanley
- Edrees FedaLucrum Capital Advisors
- Samuel A. FerroCassaday & Company, Inc. · Certified Financial Planner
- David B. FieldsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Carson D. FilionCassaday & Company, Inc.
- Andrew FincherCetera Investment Advisers LLC · Certified Financial Planner
- Kalman C. FingerCetera Investment Advisers LLC · Certified Financial Planner
- Patrick F. FitzgeraldWest Financial Services, Inc. · Chartered Financial Analyst
- Laura A. FitzpatrickTruist Advisory Services, Inc.
- Mary Ellen FitzpatrickWells Fargo Clearing Services, LLC
- Sean M. FitzpatrickWells Fargo Clearing Services, LLC
- Timothy S. FlaniganBrown | Miller Wealth Management, LLC · Certified Financial Planner
- Julian M. FloresAmeriprise Financial Services, LLC
- Erin K. FoxMorgan Stanley
- David FrancisAndersen · Certified Financial Planner
- Barbara L. FrankChesapeake Investment Management LLC
- Robert H. FrankFrank Securities, LLC
- Jonathan FrantzWells Fargo Clearing Services, LLC
- John K. FreemanRavenswood Partners LP
- Victoria FreemanCassaday & Company, Inc.
- Harrison M. FreshCassaday & Company, Inc.
- Tori L. FritzMorgan Stanley
- Alexander A. FuentesCassaday & Company, Inc.
- Patrick B. GaffneyMorgan Stanley
- Tyler GahsRange Advisory, LLC
- Michael P. GainorWells Fargo Clearing Services, LLC
- Patrick M. GallagherCreative Planning · Certified Financial Planner
- Sean K. GallahanCassaday & Company, Inc. · Certified Financial Planner
- Ali GanjianWells Fargo Clearing Services, LLC · Certified Financial Planner
- Breonni GantlinMorgan Stanley
- Rui GaoWells Fargo Clearing Services, LLC
- Timothy J. GardnerChatham Wealth Management. LLC
- Thomas B. GaultneyWest Financial Services, Inc.
- Richard H. GentryMorgan Stanley
- Douglas M. GeraceWells Fargo Clearing Services, LLC
- Hadeer G. GhanawiWells Fargo Clearing Services, LLC
- Yosef GhebrayRange Advisory, LLC · Certified Financial Planner
- Joseph GilbertWells Fargo Clearing Services, LLC
- John A. GilesMorgan Stanley
- Donald M. GillenUBS Financial Services Inc.
- Mark D. GillenUBS Financial Services Inc.
- Daniel M. GoldsteinAndersen · Chartered Financial Analyst
- Theodora D. GotardWells Fargo Clearing Services, LLC
- Joshua W. Goulding4j Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Caiden GourleyAmeriprise Financial Services, LLC
- Ronald D. GraftWells Fargo Clearing Services, LLC
- Jeffrey D. GregorioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Pedro L. GuerreroMorgan Stanley
- Arush GuptaRange Advisory, LLC · Certified Financial Planner
- Jacob A. GurockCenturion Wealth Management · Certified Financial Planner
- Richard B. GurzCommonwealth Financial Network · Certified Financial Planner
- Gray S. GuyTruist Advisory Services, Inc.
- Jeffrey E. HaleMorgan Stanley
- Jeffrey D. HamblenGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Laura HannonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher B. HardwareWells Fargo Clearing Services, LLC · Certified Financial Planner
- Alexander HardyAmeriprise Financial Services, LLC
- Jennifer E. Harmon-Von BredowCetera Investment Advisers LLC
- Nicholas A. HarrisCassaday & Company, Inc. · Certified Financial Planner
- Justin P. HarrisonAegis Financial Corporation · Chartered Financial Analyst
- Thomas HarsanyiWells Fargo Clearing Services, LLC
- Craig HarsheyWells Fargo Advisors Financial Network, LLC
- Richard A. HayeWells Fargo Clearing Services, LLC
- Brittany M. HeathBrown | Miller Wealth Management, LLC
- Chad HeffronMorgan Stanley
- Lynn L. HeinrichsState Farm Investment Management Corp.
- Jason R. HemeonArgo Wealth Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Victoria G. HenryWest Financial Services, Inc. · Certified Financial Planner
- Kristen W. HerardMorgan Stanley
- Christopher A. HerringLPL Financial LLC
- Caroline V. HessAlpha Financial Advisors, LLC
- Culley S. HessAlpha Financial Advisors, LLC · Certified Financial Planner
- Eric D. HessAlpha Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Bernardo Hickok-GuerreroWells Fargo Clearing Services, LLC
- James L. HicksMML Investors Services, LLC
- Kristen HilleryMorgan Stanley
- Austin HilscherBogart Wealth, LLC · Certified Financial Planner
- John HimplerCambridge Investment Research Advisors, Inc.
- Stephen H. HodsonMML Investors Services, LLC
- Amy C. HoffmanAdvisors Financial, Inc. · Certified Financial Planner
- Victoria E. HolcomBogart Wealth, LLC · Certified Financial Planner
- Daniel HollyAndersen · Chartered Financial Analyst
- Justin M. HoltzLPL Financial LLC · Certified Financial Planner
- Brian J. HoranWest Financial Services, Inc.
- Farshad HosseinieWells Fargo Clearing Services, LLC
- Sean W. HostyMorgan Stanley
- Seth W. HowardMML Investors Services, LLC
- Drew R. HowellCreative Planning · Certified Financial Planner
- Jack S. HuangMorgan Stanley
- James M. HubbardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cody M. HughesCary Street Partners
- Michael K. HughesOlio Financial Planning · Certified Financial Planner
- Adam E. HukeCassaday & Company, Inc. · Certified Financial Planner
- Hyun-Woo D. HungWells Fargo Clearing Services, LLC
- Barbara R. HunterMML Investors Services, LLC
- Ngoc D. HuynhMorgan Stanley
- James S. IbachMML Investors Services, LLC
- Maryanne T. IbachMML Investors Services, LLC
- Victor ImohWells Fargo Clearing Services, LLC
- George T. Ingram IIIMercer Global Advisors Inc. · Certified Financial Planner
- Lucile IonescuMorgan Stanley
- Angel IrazolaWest Financial Services, Inc.
- M Collier IrvinUBS Financial Services Inc.
- Syed M. IslamWells Fargo Clearing Services, LLC
- Yazmin Iza MonaWells Fargo Clearing Services, LLC
- Luke JacksonMercer Global Advisors Inc. · Certified Financial Planner
- Romesh N. JayatilekeTruist Advisory Services, Inc.
- Mark JensenGlobal Retirement Partners LLC
- Ning JinFlorin Group, LLC
- Mark E. JohannessenCreative Planning · Certified Financial Planner
- Christopher A. JohnstonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brock T. JollyMML Investors Services, LLC
- Erin JonesWells Fargo Advisors Financial Network, LLC
- Norman R. Jones Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Russell JonesCetera Investment Advisers LLC · Certified Financial Planner
- Timothy H. JudsonOsaic Wealth, Inc.
- Abigail E. JustWest Financial Services, Inc.
- Sodiq A. KaitowMorgan Stanley
- Caylah M. KangCassaday & Company, Inc.
- Alex J. KarkeekCassaday & Company, Inc. · Certified Financial Planner
- Steve S. KatsakosWells Fargo Clearing Services, LLC
- Timothy E. KeenaMorgan Stanley
Other cities in Virginia
All of Virginia →Richmond 1,274Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70
Questions
How many financial advisors are in McLean, VA?
622 investment adviser representatives are registered at firm offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 420 of them are also registered as broker representatives, and 169 list the CFP designation.
Which firm has the most financial advisors in McLean?
Wells Fargo Clearing Services, LLC, with 124 registered advisors in McLean, followed by Morgan Stanley with 78.
How do I check a financial advisor in McLean?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.