Vest Financial LLC
Mclean, VA·SEC-registered · CRD #165976
Vest Financial LLC is an SEC-registered investment advisory firm in Mclean, VA managing $52B across 154 client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$52B
Client accounts
154
Advisory staff
12
Fee model
Fee-only
How Vest Financial LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Vest Financial LLC
How much does Vest Financial LLC manage?
Per its most recent SEC Form ADV filing (06/12/2026), Vest Financial LLC reports $52B in regulatory assets under management across roughly 154 client accounts.
How does Vest Financial LLC charge?
Vest Financial LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vest Financial LLC a fiduciary?
Yes. Vest Financial LLC is registered with the U.S. Securities and Exchange Commission (CRD #165976), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vest Financial LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vest Financial LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Mclean, VA
Profile compiled from Vest Financial LLC's public SEC Form ADV filing (CRD #165976, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vest Financial LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vest Financial LLC? Claim this profile.