West Financial Services, INC.
Mclean, VA·SEC-registered · CRD #137497
West Financial Services, INC. is an SEC-registered investment advisory firm in Mclean, VA managing $2.8B across 2.8k client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.8B
Client accounts
2.8k
Advisory staff
22
Fee model
Fee-based
How West Financial Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about West Financial Services, INC.
How much does West Financial Services, INC. manage?
Per its most recent SEC Form ADV filing (06/16/2026), West Financial Services, INC. reports $2.8B in regulatory assets under management across roughly 2.8k client accounts.
How does West Financial Services, INC. charge?
West Financial Services, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is West Financial Services, INC. a fiduciary?
Yes. West Financial Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #137497), 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 West Financial Services, INC. 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 West Financial Services, INC. 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 West Financial Services, INC.'s public SEC Form ADV filing (CRD #137497, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of West Financial Services, INC.. 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 West Financial Services, INC.? Claim this profile.