Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
William M
Series 63, Series 65
Sarasota, FL
McLean Capital Management
William Mclean is the principal advisor at McLean Capital Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led McLean Capital Management since 2006 and is also the CEO and sole owner of McLean Equity Research, LLC, which offers subscription-based equity research to financial professionals and the public. McLean Capital Management provides subscription equity research and model-portfolio recommendations to subscribers, including other registered advisers, and manages discretionary portfolios for a limited number of clients such as individuals, trusts, and retirement plan participants. The firm employs a bottom-up, fundamentally driven investment approach focused on valuation metrics derived from public SEC filings and maintains a small operational scale with approximately $2.8 million in discretionary assets under management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters