WEST FINANCIAL SERVICES, INC.
CRD #137497 SEC #801-64834 MCLEAN, VA 703-847-2500
SEC Registered
Total AUM
$2.6B
Discretionary
$2.5B
Employees
38
Clients
26
Accounts
2,636
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.6B | $2.5B | $32.6M | 38 | 43 |
| May 2025 | $2.6B | $2.5B | $32.6M | 38 | 43 |
| Apr 2025 | $2.6B | $2.5B | $32.6M | 38 | 43 |
| Feb 2025 | $2.6B | $2.5B | $32.6M | 38 | 43 |
| Jan 2025 | $2.2B | $2.1B | $14.1M | 37 | 42 |
| Dec 2024 | $2.2B | $2.1B | $14.1M | 37 | 42 |
| Jun 2024 | $2.2B | $2.1B | $14.1M | 37 | 42 |
| May 2024 | $2.2B | $2.1B | $14.1M | 37 | 42 |
| Mar 2024 | $2.2B | $2.1B | $14.1M | 37 | 42 |
| Nov 2023 | $1.9B | $1.9B | $17.4M | 38 | 33 |
| Jul 2023 | $1.9B | $1.9B | $17.4M | 38 | 33 |
| Mar 2023 | $1.9B | $1.9B | $17.4M | 38 | 33 |
| Oct 2022 | $2.3B | $2.3B | $21.2M | 38 | 40 |
| Jun 2022 | $2.3B | $2.3B | $21.2M | 38 | 40 |
| Mar 2022 | $2.3B | $2.3B | $21.2M | 38 | 40 |
| Jan 2022 | $1.9B | $1.9B | $11M | 35 | 34 |
| Apr 2021 | $1.9B | $1.9B | $11M | 35 | 34 |
| Mar 2021 | $1.9B | $1.9B | $11M | 35 | 34 |
| Sep 2020 | $1.7B | $1.7B | $20.3M | 30 | 32 |
| Jun 2020 | $1.7B | $1.7B | $20.3M | 30 | 32 |
| Mar 2020 | $1.7B | $1.7B | $20.3M | 30 | 32 |
| Nov 2019 | $1.5B | $1.5B | $17.2M | 30 | 48 |
| Mar 2019 | $1.5B | $1.5B | $17.2M | 30 | 48 |
| Nov 2018 | $1.6B | $1.6B | $6.5M | 21 | 27 |
| Nov 2018 | $1.4B | $1.4B | $0 | 21 | 27 |
| May 2018 | $1.4B | $1.4B | $0 | 21 | 27 |
| Mar 2018 | $1.4B | $1.4B | $0 | 21 | 27 |
| Oct 2017 | $1.2B | $1.2B | $0 | 25 | 0 |
| Oct 2017 | $1.2B | $1.2B | $0 | 25 | 0 |
| Oct 2017 | $1.2B | $1.2B | $0 | 25 | 0 |
| Aug 2017 | $1.2B | $1.2B | $0 | 25 | 700 |
| Mar 2017 | $1.2B | $1.2B | $0 | 25 | 700 |
| Oct 2016 | $1.1B | $1.1B | $0 | 25 | 600 |
| Jul 2016 | $1.1B | $1.1B | $0 | 25 | 600 |
| Jun 2016 | $1.1B | $1.1B | $0 | 25 | 600 |
| Mar 2016 | $1.1B | $1.1B | $0 | 25 | 600 |
| May 2015 | $1B | $1B | $0 | 12 | 600 |
| Mar 2015 | $1B | $1B | $0 | 12 | 600 |
| May 2014 | $984.6M | $974.6M | $10M | 12 | 600 |
| Mar 2014 | $984.6M | $974.6M | $10M | 12 | 600 |
| Mar 2014 | $984.6M | $974.6M | $10M | 12 | 600 |
| Mar 2013 | $839.9M | $831.1M | $8.8M | 12 | 600 |
| Nov 2012 | $806.6M | $769M | $37.6M | 12 | 600 |
| Oct 2012 | $806.6M | $769M | $37.6M | 11 | 600 |
| Aug 2012 | $806.6M | $769M | $37.6M | 11 | 600 |
| Jun 2012 | $806.6M | $769M | $37.6M | 11 | 600 |
| Mar 2012 | $806.6M | $769M | $37.6M | 11 | 600 |
| Jan 2011 | $729.9M | $729.9M | $0 | -- | -- |
| Oct 2009 | $616.6M | $616.6M | $0 | -- | -- |
| Jun 2009 | $616.6M | $616.6M | $0 | -- | -- |
| Mar 2008 | $720M | $720M | $0 | -- | -- |
| Mar 2007 | $678.1M | $678.1M | $0 | -- | -- |
| Jan 2007 | $589.1M | $589.1M | $0 | -- | -- |
| Dec 2006 | $589.1M | $589.1M | $0 | -- | -- |
| Mar 2006 | $589.1M | $589.1M | $0 | -- | -- |
| Oct 2005 | $587.3M | $570.3M | $17M | -- | -- |
DateJun 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$32.6M
Employees38
Clients43
DateMay 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$32.6M
Employees38
Clients43
DateApr 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$32.6M
Employees38
Clients43
DateFeb 2025
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$32.6M
Employees38
Clients43
DateJan 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$14.1M
Employees37
Clients42
DateDec 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$14.1M
Employees37
Clients42
DateJun 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$14.1M
Employees37
Clients42
DateMay 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$14.1M
Employees37
Clients42
DateMar 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$14.1M
Employees37
Clients42
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$17.4M
Employees38
Clients33
DateJul 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$17.4M
Employees38
Clients33
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$17.4M
Employees38
Clients33
DateOct 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.2M
Employees38
Clients40
DateJun 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.2M
Employees38
Clients40
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.2M
Employees38
Clients40
DateJan 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$11M
Employees35
Clients34
DateApr 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$11M
Employees35
Clients34
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$11M
Employees35
Clients34
DateSep 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$20.3M
Employees30
Clients32
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$20.3M
Employees30
Clients32
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$20.3M
Employees30
Clients32
DateNov 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$17.2M
Employees30
Clients48
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$17.2M
Employees30
Clients48
DateNov 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees21
Clients27
DateNov 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients27
DateMay 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients27
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients27
DateOct 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateOct 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateOct 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateAug 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients700
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients700
DateOct 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients600
DateJul 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients600
DateJun 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients600
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients600
DateMay 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients600
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients600
DateMay 2014
Total AUM$984.6M
Discretionary$974.6M
Non-Disc.$10M
Employees12
Clients600
DateMar 2014
Total AUM$984.6M
Discretionary$974.6M
Non-Disc.$10M
Employees12
Clients600
DateMar 2014
Total AUM$984.6M
Discretionary$974.6M
Non-Disc.$10M
Employees12
Clients600
DateMar 2013
Total AUM$839.9M
Discretionary$831.1M
Non-Disc.$8.8M
Employees12
Clients600
DateNov 2012
Total AUM$806.6M
Discretionary$769M
Non-Disc.$37.6M
Employees12
Clients600
DateOct 2012
Total AUM$806.6M
Discretionary$769M
Non-Disc.$37.6M
Employees11
Clients600
DateAug 2012
Total AUM$806.6M
Discretionary$769M
Non-Disc.$37.6M
Employees11
Clients600
DateJun 2012
Total AUM$806.6M
Discretionary$769M
Non-Disc.$37.6M
Employees11
Clients600
DateMar 2012
Total AUM$806.6M
Discretionary$769M
Non-Disc.$37.6M
Employees11
Clients600
DateJan 2011
Total AUM$729.9M
Discretionary$729.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$616.6M
Discretionary$616.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$616.6M
Discretionary$616.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$720M
Discretionary$720M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$678.1M
Discretionary$678.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$589.1M
Discretionary$589.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$589.1M
Discretionary$589.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$589.1M
Discretionary$589.1M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$587.3M
Discretionary$570.3M
Non-Disc.$17M
Employees--
Clients--