WEST FINANCIAL SERVICES, INC.

Mclean, United States · CRD 137497

SEC-registered investment adviser since 2005 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$2.8bn
Main clients (by assets)High net worth individuals 89%, Individuals 5%, Companies 5%
Websitewestfinancial.com
Form ADV · 2026-08-10SEC adviser record

Kindinstitutions, wealth, bank or insurer
Others nearbyMc Lean, VA, Vienna, VA, Glen Allen, VA, Rockville, MD
FamilyAtlantic Union Bankshares Corp · 4 related pages · largest: Atlantic Union Bankshares Corp

As an employer

Staff (Form ADV)39 · 22 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Mclean, VA (main office)United States	United States	about 16
Rockville, MDUnited States	United States	6

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.