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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

WEST FINANCIAL SERVICES, INC.

CRD 137497

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7efbd082-e8cf-e94c-ebab-7fb494ebca54

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 16
On other graphs: 0
Observed: Mar 29, 2012 to Aug 10, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.8B
Private client RAUM: $2.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 39
Advisory employees: 22
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,766
Individual clients: 394
High net worth clients: 546
Custody, client assets: $978M
SEC number: 801-64834
CRD: 137497
Filings on the tape: 53
First filed: Mar 29, 2012
Latest filed: Aug 10, 2026
Organised: Corporation, MD
Website: westfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRISTAN LEIGH ANDERSON	Certified Financial Planner	MCLEAN, VA	20	27	1	no
GLEN JOSEPH BUCO	Certified Financial Planner	Rockville, MD \| MCLEAN, VA	20	43	1	no
BRIAN LAURENCE MACKIN	Certified Financial Planner	MCLEAN, VA	20	23	1	no
KIRSTIE BRIDGET STURMAN	n/a	MCLEAN, VA	20	24	1	no
ABIGAIL ELIZABETH JUST	n/a	MCLEAN, VA	11	19	1	no
MATT COHEN	Certified Financial Planner	Rockville, MD \| MCLEAN, VA	10	20	2	no
VICTORIA Grossmann Henry	Certified Financial Planner	MCLEAN, VA	9	13	1	no
TANYA BRITTINGHAM CARSON	n/a	MCLEAN, VA	9	10	n/a	no
BRIAN JAMES HORAN	n/a	MCLEAN, VA	9	33	1	no
Rodrigo Esteban Huerta	n/a	MCLEAN, VA	9	10	1	no
LAURETTA MARIE KRAMER	Certified Financial Planner	MCLEAN, VA \| Rockville, MD	8	22	2	no
DANIEL TROSCH	Chartered Financial Analyst	MCLEAN, VA	8	23	3	no
RICHARD JONATHAN STOLZ	Chartered Financial Analyst	MCLEAN, VA	7	15	n/a	no
RYAN SCOTT STREILEIN	Chartered Financial Analyst	Rockville, MD \| MCLEAN, VA	7	11	n/a	no
PATRICK F FITZGERALD	Chartered Financial Analyst	MCLEAN, VA	5	21	2	no
Marianna Glazov	Chartered Financial Analyst	MCLEAN, VA \| Rockville, MD	4	12	n/a	no
Laura Nash	Certified Financial Planner	Rockville, MD \| MCLEAN, VA	3	14	1	no
ANGEL IRAZOLA	n/a	MCLEAN, VA	3	22	3	no
Eduardo Wisbrun	Chartered Financial Analyst	MCLEAN, VA	1	15	n/a	no
Brendan J Lyons	n/a	MCLEAN, VA	1	13	n/a	no
ALAN RAFAEL MENASE	Certified Financial Planner	Rockville, MD	1	12	2	no
THOMAS BRYANT GAULTNEY	n/a	MCLEAN, VA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KRAMER, LAURETTA, MARIE	Director	Na	yes	05/2023	Aug 10, 2026	Aug 10, 2026
LAM, ANH, NGOC	CHIEF COMPLIANCE	Na	yes	08/2020	Aug 10, 2026	Aug 10, 2026
MACKIN, BRIAN, LAURENCE	PRESIDENT; DIRECTOR	Na	yes	10/2017	Aug 10, 2026	Aug 10, 2026
STURMAN, KIRSTIE, BRIDGET	CHIEF OPERATING	Na	yes	05/2024	Aug 10, 2026	Aug 10, 2026
ROBINSON, GLENN, AVERY	CHIEF INVESTMENT OFFICER; DIRECTOR	Na	yes	03/2015	Mar 27, 2015	Dec 5, 2024
SANDY SPRING BANCORP, INC.	Shareholder	E	yes	10/2005	Mar 29, 2012	Dec 5, 2024
SANDY SPRING BANK	Shareholder	E	yes	10/2005	Mar 29, 2012	Dec 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SSB WEALTH MANAGEMENT, INC.	n/a	Independent wealth	$2.7B	N	yes	n/a
SANDY SPRING BANK	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.8B	$2.8B	39	22	1	n/a	n/a
2024	Apr 10, 2025	$2.6B	$2.5B	38	22	1	n/a	n/a
2023	Mar 22, 2024	$2.2B	$2.1B	37	22	0	n/a	n/a
2022	Mar 28, 2023	$1.9B	$1.9B	38	22	1	n/a	n/a
2021	Mar 8, 2022	$2.3B	$2.3B	38	23	2	n/a	n/a
2020	Mar 29, 2021	$1.9B	$1.9B	35	21	1	n/a	n/a
2019	Mar 20, 2020	$1.7B	$1.7B	30	23	1	n/a	n/a
2018	Mar 18, 2019	$1.5B	$1.5B	30	23	1	n/a	n/a
2017	Mar 21, 2018	$1.4B	$1.4B	21	14	1	n/a	n/a
2016	Mar 29, 2017	$1.2B	$1.2B	25	14	n/a	n/a	n/a
2015	Mar 17, 2016	$1.1B	$1.1B	25	14	n/a	n/a	n/a
2014	Mar 27, 2015	$1.0B	$1.0B	12	12	n/a	n/a	n/a
2013	Mar 27, 2014	$985M	$975M	12	12	n/a	n/a	n/a
2012	Mar 19, 2013	$840M	$831M	12	12	n/a	n/a	n/a
2011	Mar 29, 2012	$807M	$769M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	4.5%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.8B	$2.6B	10.2%	$1.9B	14.3%	39	38	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
1ST PORTFOLIO WEALTH ADVISORS	2	Feb 6, 2018	Feb 7, 2018	FAIRFAX, VA	Team lift out	Other	100.0%

Relationships

Affiliated with (2)

← REMBERT PENDLETON JACKSONRegistered adviserother investment adviser, common control
factForm ADV
→ REMBERT PENDLETON JACKSONRegistered adviserother investment adviser, common control
factForm ADV

Registered with (40)

← THOMAS BRYANT GAULTNEYAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← ALAN RAFAEL MENASEAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← Brendan J LyonsAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Eduardo WisbrunAdvisorregistration: current employment
Oct 24, 2024 to presentfactForm ADV
← ANGEL IRAZOLAAdvisorregistration: current employment
Feb 9, 2023 to presentfactForm ADV
← Laura NashAdvisorregistration: current employment
Oct 25, 2022 to presentfactForm ADV
← Marianna GlazovAdvisorregistration: current employment
May 24, 2022 to presentfactForm ADV
← PATRICK F FITZGERALDAdvisorregistration: current employment
Jul 6, 2021 to presentfactForm ADV
← RYAN SCOTT STREILEINAdvisorregistration: current employment
Jun 19, 2019 to presentfactForm ADV
← RICHARD JONATHAN STOLZAdvisorregistration: current employment
Oct 9, 2018 to presentfactForm ADV
← DANIEL TROSCHAdvisorregistration: previous registration
Nov 14, 2005 to Feb 28, 2006factForm ADV
← LAURETTA MARIE KRAMERAdvisorregistration: current employment
Jun 12, 2018 to presentfactForm ADV
← Rodrigo Esteban HuertaAdvisorregistration: current employment
Aug 24, 2017 to presentfactForm ADV
← BRIAN JAMES HORANAdvisorregistration: current employment
Aug 11, 2017 to presentfactForm ADV
← TANYA BRITTINGHAM CARSONAdvisorregistration: current employment
Feb 21, 2017 to presentfactForm ADV
← VICTORIA Grossmann HenryAdvisorregistration: current employment
Nov 10, 2016 to presentfactForm ADV
← MATT COHENAdvisorregistration: current employment
Oct 22, 2015 to presentfactForm ADV
← ABIGAIL ELIZABETH JUSTAdvisorregistration: current employment
Mar 16, 2015 to presentfactForm ADV
← KIRSTIE BRIDGET STURMANAdvisorregistration: current employment
Nov 9, 2005 to presentfactForm ADV
← GLEN JOSEPH BUCOAdvisorregistration: current employment
Nov 7, 2005 to presentfactForm ADV
← BRIAN LAURENCE MACKINAdvisorregistration: current employment
Nov 7, 2005 to presentfactForm ADV
← KRISTAN LEIGH ANDERSONAdvisorregistration: current employment
Nov 3, 2005 to presentfactForm ADV
← Jack Robert LawrenceAdvisorregistration: previous registration
Jan 27, 2026 to Jun 2, 2026factForm ADV
← Matthew D ArmendarisAdvisorregistration: previous registration
Aug 4, 2022 to Aug 25, 2025factForm ADV
← Rodger Dale IsomAdvisorregistration: previous registration
Feb 7, 2018 to Oct 20, 2023factForm ADV
← Kristopher RocheAdvisorregistration: previous registration
Oct 4, 2022 to Mar 6, 2023factForm ADV
← CHERYL WEST LANGSTONAdvisorregistration: previous registration
Oct 11, 2019 to Sep 23, 2022factForm ADV
← Phillip David BecknerAdvisorregistration: previous registration
Sep 24, 2018 to Mar 25, 2021factForm ADV
← WILLIAM KIRK TAYLORAdvisorregistration: previous registration
Feb 7, 2018 to Dec 3, 2020factForm ADV
← ANDREA BRASHEARS-SAMPSONAdvisorregistration: previous registration
Jan 5, 2017 to Jun 9, 2020factForm ADV
and 10 more

Controls (7)

← KRAMER, LAURETTA, MARIEOwnerDIRECTOR, ownership code NA, individual
Jul 11, 2023 to Dec 5, 2024factForm ADV
← MACKIN, BRIAN, LAURENCEOwnerPRESIDENT; DIRECTOR, ownership code NA, individual
Oct 3, 2017 to Dec 5, 2024factForm ADV
← STURMAN, KIRSTIE, BRIDGETOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
May 28, 2024 to Dec 5, 2024factForm ADV
← ROBINSON, GLENN, AVERYOwnerCHIEF INVESTMENT OFFICER; DIRECTOR, ownership code NA, individual
Mar 27, 2015 to Dec 5, 2024factForm ADV
← LAM, ANH, NGOCOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 17, 2020 to Dec 5, 2024factForm ADV
← SANDY SPRING BANCORP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 29, 2012 to Dec 5, 2024factForm ADV
← SANDY SPRING BANKOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 29, 2012 to Dec 5, 2024factForm ADV

Moved with (1)

← 1ST PORTFOLIO WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Feb 6, 2018 to Feb 7, 2018factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
Jack Robert Lawrence left West Financial Services, Inc. for Linden Thomas Advisory Services, Llc (registered 2026-06-12)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2025
Advisor changed firm
Matthew D Armendaris left West Financial Services, Inc. for Edelman Financial Engines (registered 2026-06-25)
Form ADVobserved 4 days ago
Occurred
May 28, 2024
Control person joined
Bridget Kirstie Sturman (Chief Operating Officer) appeared on Schedule A of West Financial Services, Inc.
Form ADVobserved 4 days ago
Occurred
Oct 20, 2023
Advisor changed firm
Rodger Dale Isom left West Financial Services, Inc. for Advisors Capital Management, Llc (registered 2023-10-13)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2023
Control person joined
Marie Lauretta Kramer (Director) appeared on Schedule A of West Financial Services, Inc.
Form ADVobserved 4 days ago
Occurred
Jul 11, 2023
Control person left
Joseph Glen Buco (President; Director) no longer on Schedule A of West Financial Services, Inc. (listed 2023-03-28, absent 2023-07-11)
Form ADVobserved 4 days ago
Occurred
Mar 6, 2023
Advisor changed firm
Kristopher Roche left West Financial Services, Inc. for Buckingham Strategic Wealth, Llc (registered 2023-09-05)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2022
Advisor changed firm
Cheryl West Langston left West Financial Services, Inc. for Edelman Financial Engines (registered 2022-10-11)
Form ADVobserved 4 days ago
Occurred
Jun 24, 2022
Control person left
Anne Kimberly Cox (Treasurer Of The Board Of Directors) no longer on Schedule A of West Financial Services, Inc. (listed 2022-03-08, absent 2022-06-24)
Form ADVobserved 4 days ago
Occurred
Sep 17, 2020
Control person joined
Ngoc Anh Lam (Chief Compliance Officer) appeared on Schedule A of West Financial Services, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Control person left
Louis Ramiro Caceres (Director) no longer on Schedule A of West Financial Services, Inc. (listed 2018-11-07, absent 2019-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Control person left
Joseph Daniel Schrider (Director) no longer on Schedule A of West Financial Services, Inc. (listed 2018-11-07, absent 2019-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Control person left
Edward Ronald Kuykendall (Secretary) no longer on Schedule A of West Financial Services, Inc. (listed 2018-11-07, absent 2019-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Control person left
Lee Robert Orndorff (Chairman) no longer on Schedule A of West Financial Services, Inc. (listed 2018-11-07, absent 2019-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Control person left
Allen Joseph Dennis (Chief Financial Officer) no longer on Schedule A of West Financial Services, Inc. (listed 2018-11-07, absent 2019-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Control person left
Edward Mark Friis (Director) no longer on Schedule A of West Financial Services, Inc. (listed 2018-11-07, absent 2019-03-18)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7efbd082-e8cf-e94c-ebab-7fb494ebca54
First observed: Mar 29, 2012
Last observed: Aug 10, 2026 40 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEST FINANCIAL SERVICES, INC.

CRD 137497

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7efbd082-e8cf-e94c-ebab-7fb494ebca54

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTAN LEIGH ANDERSON

Certified Financial Planner

MCLEAN, VA

GLEN JOSEPH BUCO

Certified Financial Planner

Rockville, MD | MCLEAN, VA

BRIAN LAURENCE MACKIN

Certified Financial Planner

MCLEAN, VA

KIRSTIE BRIDGET STURMAN

n/a

MCLEAN, VA

ABIGAIL ELIZABETH JUST

n/a

MCLEAN, VA

MATT COHEN

Certified Financial Planner

Rockville, MD | MCLEAN, VA

VICTORIA Grossmann Henry

Certified Financial Planner

MCLEAN, VA

TANYA BRITTINGHAM CARSON

n/a

MCLEAN, VA

n/a

BRIAN JAMES HORAN

n/a

MCLEAN, VA

Rodrigo Esteban Huerta

n/a

MCLEAN, VA

LAURETTA MARIE KRAMER

Certified Financial Planner

MCLEAN, VA | Rockville, MD

DANIEL TROSCH

Chartered Financial Analyst

MCLEAN, VA

RICHARD JONATHAN STOLZ

Chartered Financial Analyst

MCLEAN, VA

n/a

RYAN SCOTT STREILEIN

Chartered Financial Analyst

Rockville, MD | MCLEAN, VA

n/a

PATRICK F FITZGERALD

Chartered Financial Analyst

MCLEAN, VA

Marianna Glazov

Chartered Financial Analyst

MCLEAN, VA | Rockville, MD

n/a

Laura Nash

Certified Financial Planner

Rockville, MD | MCLEAN, VA

ANGEL IRAZOLA

n/a

MCLEAN, VA

Eduardo Wisbrun

Chartered Financial Analyst

MCLEAN, VA

n/a

Brendan J Lyons

n/a

MCLEAN, VA

n/a

ALAN RAFAEL MENASE

Certified Financial Planner

Rockville, MD

THOMAS BRYANT GAULTNEY

n/a

MCLEAN, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KRAMER, LAURETTA, MARIE

Director

yes

05/2023

Aug 10, 2026

LAM, ANH, NGOC

CHIEF COMPLIANCE

yes

08/2020

Aug 10, 2026

MACKIN, BRIAN, LAURENCE

PRESIDENT; DIRECTOR

yes

10/2017

Aug 10, 2026

STURMAN, KIRSTIE, BRIDGET

CHIEF OPERATING

yes

05/2024

Aug 10, 2026

ROBINSON, GLENN, AVERY

CHIEF INVESTMENT OFFICER; DIRECTOR

yes

03/2015

Mar 27, 2015

Dec 5, 2024

SANDY SPRING BANCORP, INC.

Shareholder

yes

10/2005

Mar 29, 2012

Dec 5, 2024

SANDY SPRING BANK

Shareholder

yes

10/2005

Mar 29, 2012

Dec 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SSB WEALTH MANAGEMENT, INC.

n/a

Independent wealth

$2.7B

yes

n/a

SANDY SPRING BANK

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.8B

n/a

2024

Apr 10, 2025

$2.6B

$2.5B

n/a

2023

Mar 22, 2024

$2.2B

$2.1B

n/a

2022

Mar 28, 2023

$1.9B

n/a

2021

Mar 8, 2022

$2.3B

n/a

2020

Mar 29, 2021

$1.9B

n/a

2019

Mar 20, 2020

$1.7B

n/a

2018

Mar 18, 2019

$1.5B

n/a

2017

Mar 21, 2018

$1.4B

n/a

2016

Mar 29, 2017

$1.2B

n/a

2015

Mar 17, 2016

$1.1B

n/a

2014

Mar 27, 2015

$1.0B

n/a

2013

Mar 27, 2014

$985M

$975M

n/a

2012

Mar 19, 2013

$840M

$831M

n/a

2011

Mar 29, 2012

$807M

$769M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

4.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.8B

$2.6B

10.2%

$1.9B

14.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

1ST PORTFOLIO WEALTH ADVISORS

Feb 6, 2018

Feb 7, 2018

FAIRFAX, VA

Team lift out

Other

100.0%