ria
Bogart Wealth
MCLEAN, VA
CRD: 283886
In network coverage since August 25, 2026 · 3 stories
$3.2BRegulatory AUMSEC Form ADV · Oct 24
50EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 24
Network coverage
Practice management
EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics
On an RIA Edge panel, Snowden Lane's Alison Burkett described growth as every employee's job and tied it to better client service rather than a sales push.