West Financial Services, Inc.

CRD 137497 · Mclean, VA · $2.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 137497
SEC number: 801-64834
Firm type: RIA
Assets under management: $2.8B as of Jun 16, 2026
Website: www.westfinancial.com ↗
Phone: 703-847-2500
Address: 2010 Corporate Ridge Road, Mclean, VA, 22102

Advisors at this firm

21 in our index · page 1 of 1

Kristan Leigh AndersonCRD 1981493 · Mclean, VA

IA Registered
Glen Joseph BucoCRD 1711256 · Rockville, MD

IA Registered
Tanya Brittingham CarsonCRD 5980091 · Mclean, VA

IA Registered
Matt CohenCRD 4796481 · Rockville, MD

IA Registered
Patrick F FitzgeraldCRD 4260696 · Mclean, VA

IA Registered
Marianna GlazovCRD 7547831 · Rockville, MD

IA Registered
Brian James HoranCRD 2378224 · Mclean, VA

IA RegisteredRegistration inactive
Victoria Grossmann HenryCRD 6174399 · Mclean, VA

IA RegisteredRegistration inactive
Rodrigo Esteban HuertaCRD 6581946 · Mclean, VA

IA Registered
Angel IrazolaCRD 4405541 · Mclean, VA

IA RegisteredRegistration inactive
Abigail Elizabeth JustCRD 5191369 · Mclean, VA

IA Registered
Lauretta Marie KramerCRD 2493122 · Rockville, MD

IA RegisteredRegistration inactive
Brendan J LyonsCRD 7268892 · Mclean, VA

IA Registered
Brian Laurence MackinCRD 4120118 · Mclean, VA

IA Registered
Alan Rafael MenaseCRD 6973372 · Rockville, MD

IA RegisteredRegistration inactive
Laura NashCRD 6744961 · Rockville, MD

IA RegisteredRegistration inactive
Richard Jonathan StolzCRD 4874444 · Mclean, VA

IA Registered
Ryan Scott StreileinCRD 6453951 · Rockville, MD

IA Registered
Kirstie Bridget SturmanCRD 4622459 · Mclean, VA

IA Registered
Daniel TroschCRD 2226554 · Mclean, VA

IA RegisteredRegistration inactive
Eduardo WisbrunCRD 6990533 · Mclean, VA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 137497 ↗ FINRA BrokerCheck record for firm CRD 137497 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.