McLean Asset Management

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.

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

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

• Retirement income planning
• Wealth management services
• Investment advisory
• Financial planning
• Retirement portfolio management

Headquarters

HQ city

Dunn Loring

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Core 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.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging 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

• Xx.com/McLeanAssetMgmt
• Facebookfacebook.com/McLeanAssetManagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McLean Asset Management