How many financial advisors are in Falls Church, Virginia?

Falists lists 7 registered investment advisers with a principal office or filing address in Falls Church, Virginia, based on public SEC IAPD data.

How do financial advisors in Falls Church charge fees?

Fee structures vary by firm. In Falls Church, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Falls Church?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Virginia · 7 advisers

Financial Advisors in Falls Church, Virginia

Looking for a financial advisor in Falls Church, Virginia? Falists indexes 7 SEC-registered and state-registered investment advisers in Falls Church — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $1.84B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.84B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement1 Institutional3

Top advisors in Falls Church

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

AZZAD ASSET MANAGEMENT, INC.

Falls Church, VA

AUM

$1.84B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

12 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

703-207-7005

Full profile Visit site →

CJM WEALTH ADVISERS, LTD.

Falls Church, VA

AUM

$1.47B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

11 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

703-425-0700

Full profile Visit site →

THE SCOTT S. JAMES COMPANY

Falls Church, VA

AUM

$139.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

703-533-2500

Full profile Visit site →

NEAT FINANCIAL PLANNING

Falls Church, VA

AUM

$21.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(703) 468-1810

Full profile Visit site →

CHURCHILL RESEARCH INC.

Falls Church, VA

AUM

—

Trusts & Estates

Team

1 advisors

Clients

—

Fees

MACROECONOMIC RESEARCH SERVICES

703-861-4796

Full profile Visit site →

INVESTMENT & RESOURCE PLANNING

Falls Church, VA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Hourly charges; THIRD PARTY MANAGERS % OF ASSETS UNDER THEIR MANAGEMENT

703-890-0410

Full profile Visit site →

PAN INVESTMENTS MANAGEMENT GROUP, LLC

Falls Church, VA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(703) 655-9668

Full profile Visit site →

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Common questions

How many financial advisors are in Falls Church, Virginia?: 7 registered investment advisers are listed in our Falls Church directory, sourced from public SEC filings.
What types of advisors are in Falls Church?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Falls Church?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.