McLean Asset Management
McLean Asset Management Corporation is a fee-only SEC-registered investment adviser founded in 1984, specializing in retirement income planning and comprehensive wealth management for retirees, near-retirees, and high-net-worth individuals across offices in Tysons, Virginia and New Hampshire.
- Company typePrivate
- Founded1985
- HeadquartersDunn Loring, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What McLean Asset Management does
McLean Asset Management Corporation is an SEC-registered investment adviser founded in 1984 (legal records show 1985) and headquartered at 1900 Gallows Rd, Suite 350, Tysons, Virginia, with a secondary office in New Hampshire. The firm specializes in retirement income planning and serves two primary customer segments: retirees and near-retirees seeking guidance on retirement income, Social Security optimization, and tax-efficient withdrawal strategies, and high-net-worth individuals requiring comprehensive wealth management, estate planning coordination, and legacy planning. McLean offers two core service lines: Standalone Planning, which delivers baseline retirement income planning without requiring ongoing investment management, and Comprehensive Wealth Management, a bundled suite of advanced planning, active investment management, ongoing advice, and implementation support. Distribution is direct and consultative, with wealth advisors and planners engaging clients through face-to-face and virtual meetings.
McLean Asset Management firmographics
Firmographics- Name
- McLean Asset Management
- Legal name
- McLean Asset Management Corporation
- Website
- https://mcleanam.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- McLean Asset Management Corporation is a fee-only SEC-registered investment adviser founded in 1984, specializing in retirement income planning and comprehensive wealth management for retirees, near-retirees, and high-net-worth individuals across offices in Tysons, Virginia and New Hampshire.
- Ownership category
- akta.pro rank
McLean Asset Management industry classification
Industry- Product category
- Retirement Planning and Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where McLean Asset Management is headquartered
LocationHeadquarters
- HQ city
- Dunn Loring
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
McLean Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory and Wealth Management Fees: As a SEC registered investment adviser, McLean Asset Management generates revenue through investment advisory fees for managing client portfolios and providing ongoing wealth management services, as well as fees for standalone financial planning engagements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
McLean Asset Management product offering
Product offeringCore offering
McLean Asset Management is a fee-only, SEC-registered investment adviser that provides retirement income planning and wealth management services directly to individual clients. Its two core offerings are Standalone Planning — baseline retirement income planning engagements that do not require ongoing investment management — and Comprehensive Wealth Management, a full suite that combines advanced financial planning, investment management, professional coordination, and ongoing advice. Both are grounded in the firm's research-driven approach to retirement income strategy.
Product overview
McLean Asset Management offers two primary service lines: Standalone Planning and Comprehensive Wealth Management. Standalone Planning provides baseline retirement income planning without requiring ongoing investment management, while Comprehensive Wealth Management delivers a full suite of advanced planning and investment management services with professional coordination, ongoing advice, and implementation support. Both offerings are grounded in research-driven retirement income strategies and leverage insights from the latest financial planning research.
Differentiator
Problem solved
Functional benefit
Products and services
- Standalone Planning Baseline retirement income planning engagements that cover essential retirement income planning needs for clients who want professional planning guidance without bundled ongoing investment management. Designed for individuals and couples planning for or in retirement who want a discrete planning deliverable.
- Comprehensive Wealth Management A suite of services that encompasses advanced financial planning and active investment management, including professional coordination with other advisors, ongoing advice, and implementation support. Designed for clients — including high-net-worth individuals and families — seeking comprehensive, integrated retirement and wealth management with active portfolio management.
Companies that use McLean Asset Management
Customer profileSegments2 records
Ideal customer profiles2 records
McLean Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
McLean Asset Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
McLean Asset Management competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Facet Wealth is a digital-first RIA offering flat-fee financial planning and retirement advice; comparable as a fee-only competitor targeting retirees and near-retirees, with a differentiated technology-driven delivery model.
Direct peers
- SageView Advisory Group: SageView specializes in retirement plan consulting and wealth management for corporate executives and retirees; directly comparable niche focus on retirement planning for individuals and high-net-worth clients.
- Buckingham Strategic Wealth: Buckingham is a national fee-only RIA with strong emphasis on academic research and retirement income planning; highly comparable to McLean in business model, target clientele, and evidence-based investment philosophy.
Broad incumbents
- Fisher Investments: Fisher Investments is a large global investment manager serving high-net-worth and institutional clients; comparable as a broad incumbent providing portfolio management and retirement-oriented advisory services to similar client profiles.
- Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the US with significant retirement planning capabilities; comparable as a broad incumbent offering investment advisory and retirement-focused services nationwide.
- Commonwealth Financial Network: Commonwealth is a large private RIA and broker-dealer network supporting independent advisors with retirement and wealth management offerings; comparable as a scaled competitor in the advisory services space.
- Mercer Advisors: Mercer Advisors is a national RIA providing comprehensive wealth management including retirement income planning; comparable as a scaled fee-only competitor serving retirees and HNW individuals.
- Carson Group: Carson Group is a large, national RIA support platform serving thousands of advisors with practice management, technology, and compliance; comparable as a scaled competitor in the fee-only advisory space targeting retirement and wealth management clients.
- Creative Planning: Creative Planning is one of the largest independent RIAs in the US offering comprehensive wealth management including retirement planning; comparable as a scaled fee-only RIA serving similar HNW and retiree segments.
Regional players
- Keystone Financial Partners: Keystone Financial Partners is a fee-only RIA based in the mid-Atlantic offering retirement and wealth planning; comparable as a regional fee-only advisor serving similar client segments in an overlapping geography.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
McLean Asset Management social profiles
Digital presenceMcLean Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
McLean Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
McLean Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
McLean Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about McLean Asset Management
What does McLean Asset Management do?
McLean Asset Management is a fee-only, SEC-registered investment adviser that provides retirement income planning and wealth management services directly to individual clients. Its two core offerings are Standalone Planning — baseline retirement income planning engagements that do not require ongoing investment management — and Comprehensive Wealth Management, a full suite that combines advanced financial planning, investment management, professional coordination, and ongoing advice. Both are grounded in the firm's research-driven approach to retirement income strategy.
Is McLean Asset Management a public or private company?
McLean Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was McLean Asset Management founded?
McLean Asset Management was founded in 1985. It employs 11 to 50 people.
Where is McLean Asset Management based?
McLean Asset Management is headquartered in Dunn Loring, United States, in the North America region.
How does McLean Asset Management make money?
One revenue line is on record: investment Advisory and Wealth Management Fees.
Who are McLean Asset Management's main competitors?
Facet Wealth is listed as an emerging player. Direct peers are SageView Advisory Group and Buckingham Strategic Wealth. Broad incumbents are Fisher Investments, Edelman Financial Engines, Commonwealth Financial Network, Mercer Advisors, Carson Group and Creative Planning. Keystone Financial Partners is listed as a regional player.
Does McLean Asset Management have an API?
No public API is recorded for McLean Asset Management.
What industry is McLean Asset Management in?
McLean Asset Management's product category is Retirement Planning and Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.