Company lists · Data refreshed November 2026

Top 21 Concierge wealth services based in Mclean, United States

Name: Concierge wealth services based in Mclean, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 38 companies tracked

RevenueBase identified 38 company matches for concierge wealth services associated with Mclean, United States as of November 2026 and tracks 706 professional contacts across them, including 452 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Mclean has 38.

This list covers company matches for concierge wealth services associated with Mclean, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

38Companies

706Contacts tracked

452Verified emails

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The 21 largest concierge wealth services based in Mclean, United States

Ranked by team size

Top 21 of 38 company matches for concierge wealth services based in Mclean, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	RANGE	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	51-200	149 contacts →
	Exact match “Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Cassaday & Company, INC	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	51-200	109 contacts →
	Exact match “Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Bogart Wealth	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	51-200	55 contacts →
	Exact match “Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	West Financial Services, INC	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	11-50	40 contacts →
	Exact match “At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	VLP Financial Advisors	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “VLP Financial Advisors is an independent, full-service wealth services firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Corbett Road Wealth Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “Corbett Road has provided customized Wealth and Investment Management solutions to clients since 2002.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	VWG Wealth Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families and small business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Westpark Financial	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “We believe that true financial security goes beyond numbers; it’s about creating a life of fulfillment, purpose, and resilience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Brown Miller Wealth Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	17 contacts →
	Exact match “As a competent professional, global citizen, family steward and/or successful individual, you are undoubtedly busy with life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Quantis Wealth Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Quantis Wealth Management is an independent wealth advisory practice serving retirees, executives, business owners, and families in McLean, Virginia, and the surrounding…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Sbsb Financial Advisors	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	51-200	9 contacts →
	Exact match “SBSB Financial Advisors is an SEC-registered investment advisor located in McLean, Virginia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Sagevest Wealth Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “SageVest Wealth Management goes above and beyond in rendering proactive wealth management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Advisors Financial, INC	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	AB Financial	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “AB Financial offers clients financial planning, portfolio management and investment evaluation services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	J.L. Hicks Financial Group	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At J.L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Capitol Financial Consultants, INC	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Demand Wealth	Exact match	Mclean, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Demand Wealth, we hold the belief that every individual should be respected for their different values and how they choose to support those values.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Bull RUN Investment Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Bull Run Investment Management is an independent, fee-only Registered Investment Advisor (RIA) serving high-net-worth individuals, business owners, and professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Florin Group	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Florin Group is an independently owned Registered Investment Advisor (RIA) firm with fiduciary standards and Accredited Investment Fiduciary (AIF®) designation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Sagetrust LAW Group	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “SageTrust™ Law Group, PLLC focuses on providing holistic estate planning, asset protection, business planning, estate and trust administration, professional fiduciary, tax and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Molina Wealth Management	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “At Molina Wealth Management we know that wealth brings responsibility and complexity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “concierge wealth services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 21 of 38 concierge wealth services based in Mclean, United States

See the full list, filter by size, metro and specialty, and access 452 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Mclean, United States at a glance

As of Nov 6, 2026

64.0%Verified-email coverage

18.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Mclean, so it is reported there. Company counts and contact totals on this page are exact for Mclean, over 38 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Mclean, United States whose business descriptions match “concierge wealth services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 452 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Concierge wealth services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Mclean, United States?

RevenueBase identified 38 company matches for concierge wealth services associated with Mclean, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

RANGE tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Mclean has 38.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 452 professional contacts with verified work emails tracked across these 38 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.