Jessica Wunder Ranked as a 2024 “Advisor to Watch”


Jessica Wunder, a McLean Principal, was recently named a 2024 Advisor to Watch by AdvisorHub.

The ranking of "Advisors to Watch" is based on:

  1. Scope of practice measured by assets, production, and level of service;
  2. Growth of practice consisting of year-over-year growth in assets, households, and production; and lastly
  3. Professionalism includes regulatory records, community service, and team diversity.

AdvisorHub received nominations from 339 firms. Nominees were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice, 2) year-over-year growth, 3) and professionalism. Participation in this ranking is open to any firm or advisor, and there are no fees for participation. The complete recipient list and additional information about the ranking methodology are available on the AdvisorHub website. The rankings were sponsored by Charles Schwab Advisor Services. 

Industry awards and rankings should not be considered the sole determining factor in hiring or retaining an investment adviser. For additional information regarding McLean awards and rankings, please visit The effectiveness and potential success of wealth management services depend on a variety of factors, including but not limited to the client’s financial circumstances and objectives, market conditions, and coordination with the client’s outside professional(s). Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.

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