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Financial ADVSR advisor directory · SEC adviser records

Olio Financial Planning financial advisors in McLean, VA

Every SEC-registered investment adviser representative at a Olio Financial Planning office in McLean, A to Z.

6 registered advisors work at Olio Financial Planning in McLean, out of 12 at the firm nationwide; it ranks number 23 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Olio Financial Planning advisors in McLean, A to Z

Every Olio Financial Planning advisor →

Olio Financial Planning advisors in every city and state →Olio Financial Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Olio Financial Planning advisors in other cities

Blacksburg, VA 5Crozet, VA 1

Other firms in McLean

All McLean advisors →

Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12

Questions

How many financial advisors does Olio Financial Planning have in McLean?

6 investment adviser representatives are registered at Olio Financial Planning offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Olio Financial Planning one of the largest advisor employers in McLean?

Olio Financial Planning ranks number 23 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.

How do I check a Olio Financial Planning advisor in McLean?

Each advisor below links to a profile with their registrations, exams, designations 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 Olio Financial Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.