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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Mclean
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
99
non-vetted advisors in your local area. These financial advisors in
Mclean
,
Virginia
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Mclean
,
Virginia
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Mclean, Virginia.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Darren Colananni
CFP®, CPWA®, CIMA®, ChFC® CENTURION WEALTH MANAGEMENT 7901 Jones Branch Drive, Suite 800, McLean, VA 22102 |
12 Years | $350,000,000 | $1,000,000 | Fee-Only |
|
Jeffrey Lippman
CFP®, ChFC® CAPITOL FINANCIAL CONSULTANTS, INC. 8180 Greensboro Drive, Suite 1150, McLean, VA 22102 |
16 Years | Not Specified | $500,000 | Fee-Based |
|
Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP® EGAN, BERGER AND WEINER, LLC 1919 Gallows Rd, Suite 980, Vienna, VA 22043 |
23 Years | Not Specified | $0 | Fee-Based |
| 20 Years | $13,000,000 | $100,000 | Fee-Only | |
| 11 Years | $55,000,000 | $50,000 | Fee-Based | |
|
Roshan Loungani
CFP®, CRPC® ARETE WEALTH MANAGEMENT, LLC 8500 Leesburg Pike, Suite 210, Vienna, VA 22182 |
22 Years | $50,000,000 | $250,000 | Fee-Based |
| 30 Years | $200,000 | $10,000,000 | Fee-Based | |
|
Doug Miller J.D.
CFP®, CLU® NORTHWESTERN MUTUAL 6011 University Blvd Suite 370, Ellicott City, MD 21043 |
21 Years | $6,100,000,000 | $50,000,000 | Fee-Based |
|
Scarborough Capital Management
SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Annapolis, MD 21401 |
Not Disclosed | $1,300,000,000 | Not Specified | Not Specified |
|
Geoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA® HARBOR INVESTMENT ADVISORY 2330 W. Joppa Rd, Lutherville, MD 21093 |
12 Years | Not Specified | $250,000 | Fee-Based |
Qualifications
CRD# 5744258
Firm CRD# 113908
Series 7, 63, 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
7901 Jones Branch Drive,
Suite 800,
McLean,
VA
22102
Phone Number
571-765-2301
Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses. Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle. Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Ashburn, VA where he sits on the Leadship Committee for Chance For Life, is an active member of JDRF (Juvenile Diabetes Research Foundation), and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.
There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data. Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success. They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one. Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5124838
Firm CRD# 109800
Compensation/Fee Fee-Based
Office Location
8180 Greensboro Drive, Suite 1150,
McLean,
VA
22102
Phone Number
703-821-2000
Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2207998
Firm CRD# 13572
Series 6, 7, 26, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
1919 Gallows Rd, Suite 980,
Vienna,
VA
22043
Phone Number
703-506-0843
Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER™ Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.
Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
5901 Melvern Dr,
Bethesda,
MD
20817
Phone Number
808-469-6265
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor's degree in Business Marketing and Management from Ursinus College, as well the CPCU designation and will have be completing his CFP designation in 2024. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group. He is a former Military Spouse, where his wife (Michelle) served in the US Army as a Physician - Psychiatrist. They have two children, Aidan and Abby. In his spare time, Young enjoys going on long runs, skiing and spending time with his family.
We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
4100 W Street N.W. 213,
Washington,
DC
20007
Phone Number
202-926-3725
Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients. In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President. Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.
Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions. We are a registered investment advisory firm located in Glover Park, Washington, D.C.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4256993
Firm CRD# 44856
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
8500 Leesburg Pike, Suite 210,
Vienna,
VA
22182
Phone Number
202-536-4468
Roshan serves as a wealth advisor and partner at Arete Wealth Management. He joined Arete in 2008 and became the firm's first advisor in the position of retirement planning specialist, where he is truly in his element helping clients take control of their financial future. Roshan has earned both a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®) designations, awarded by the College for Financial Planning. Roshan produces an informative podcast called The Retirement Lifestyle Show with Arete Wealth Advisors Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to the ideal retirement. Roshan resides in Oak Hill, Virginia with his wife and three children. He spends most of this free time playing with his children and escorting them to various activities. He also makes time to work out and he enjoys listening to music in his downtime.
As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition. Our Services Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 1852876
Firm CRD# 281113
Series 63
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
6076 Franconia RD,
B,
Alexandria,
VA
22310
Phone Number
703-674-9038
Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.
Click here to Connect With Glenn
We are a small boutique firm designed to solve problems. We make your life easier. To schedule an appointment click here: calendly.com/glenn-25
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number
443-956-1216
Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.
In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 169517
Office Location
1906 Towne Centre Blvd,
Annapolis,
MD
21401
Phone Number
410-573-5700
Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2330 W. Joppa Rd,
Lutherville,
MD
21093
Phone Number
410-659-8905
I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives. I concentrate on doing three things for my clients and ask one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement - Build a legacy for the ones they love and the things they care about. What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 66 | 3085 | $4,633,257,014 | A percentage of AUM, Hourly charges, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)
|
|
| 38 | 2431 | $2,283,300,433 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 16 | 15 | $1,409,865,000 | A percentage of AUM, Performance Based
|
|
| 20 | 1949 | $1,279,063,761 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 1930 | $611,761,513 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 401 | $297,681,010 | A percentage of AUM
|
|
| 9 | 313 | $289,439,588 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 66 | $238,153,983 | A percentage of AUM
|
|
| 4 | 118 | $216,376,144 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 383 | $211,419,203 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 3 | 442 | $200,844,775 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 546 | $165,198,502 | A percentage of AUM, Fixed fees
|
|
| 6 | 140 | $140,000,000 | A percentage of AUM, Fixed fees
|
|
| 4 | 0 | $0 | A percentage of AUM
|
|
| 6 | 0 | $0 | Subscription fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-394-1919 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-394-1915 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-394-1924 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-556-8155 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-394-1915 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-394-1932 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-556-8100 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-556-8162 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-394-1982 | |
| 1650 Tysons Blvd, Suite 1000, McLean, VA 22102 | 703-556-8120 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
