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Top Financial Advisors in Falls Church, Virginia

Finding the right financial advisor in Falls Church is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Falls Church, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Falls Church, VA.


Find the Best Financial Advisor Firms in Falls Church:

CJM WEALTH ADVISERS, LTD.

CRD#: 107750

RIA

Address: 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042

Clients: 618

Average Clients per Advisor: 56

AUM: $ 1.5B

Find an Advisor

AZZAD ASSET MANAGEMENT, INC.

CRD#: 111291

RIA

Address: 3141 Fairview Park Drive Suite 355, Falls Church, VA 22042-4533

Clients: 994

Average Clients per Advisor: 124

AUM: $ 1.2B

D'ORAZIO & ASSOCIATES, INC.

CRD#: 131976

RIA

Address: 7600 Leesburg Pike Suite 460 East, Falls Church, VA 22043-2004

Clients: 41

Average Clients per Advisor: 8

AUM: $ 1.0B

HEMINGTON WEALTH MANAGEMENT

CRD#: 169024

RIA

Address: 7651 Leesburg Pike, Falls Church, VA 22043

Clients: 262

Average Clients per Advisor: 17

AUM: $ 859M

WASHINGTON WEALTH ADVISORS, LLC

CRD#: 155978

RIA

Address: 300 North Washington Street Suite 101, Falls Church, VA 22046

Clients: 167

Average Clients per Advisor: 41

AUM: $ 249M

CAMPION ASSET MANAGEMENT, LLC

CRD#: 134002

RIA

Address: 3141 Fairview Park Drive Suite 310, Falls Church, VA 22042

Clients: 56

Average Clients per Advisor: 28

AUM: $ 170M

How We Chose the Top Financial Advisors in Falls Church, Virginia

To create this list of top financial advisor firms in Falls Church, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Falls Church has to offer.

Search Financial Advisors in Falls Church, Virginia


Name or CRD#
Location:
Firm name (optional)
Ilene Brostrom

Ilene Brostrom

Ilene Brostrom
IAR
RR
CRD#: 2951751
CFP®: Certified Financial Planner
Location:
Bethesda, MD 20817

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Mitchell Eric Martin

Mitchell Eric Martin

Mitch Martin
IAR
CRD#: 2070055
CFP®: Certified Financial Planner
Location:
Reston, VA 20190

Registered Affiliation(s):MITCHELL ADVISORY INC

Disclosures:
Experience:
36 years registered
Donald Patrick Lord

Donald Patrick Lord

IAR
CRD#: 2953089
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Bethesda, MD 20814

Registered Affiliation(s):THE FAMILY FIRM, INC.

Disclosures:
Experience:
28 years registered
Kleo N Curry

Kleo N Curry

Kleo N Johnson, Kleo N. Johnson
IAR
RR
CRD#: 4743228
CFP®: Certified Financial Planner
Location:
Mclean, VA 22102

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
20 years registered
Marco Joseph Fattorini

Marco Joseph Fattorini

IAR
RR
CRD#: 5098293
CFP®: Certified Financial Planner
Location:
Fairfax, VA 22030-2834

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
20 years registered
Peter Joseph Kenny

Peter Joseph Kenny

IAR
RR
CRD#: 2728042
Location:
Washington, DC 20005

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
30 years registered
James Albert Giunchi

James Albert Giunchi

IAR
RR
CRD#: 2680499
Location:
Reston, VA 20191-1592

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Christopher Charles Shiring

Christopher Charles Shiring

Chris Shiring
IAR
RR
CRD#: 2733036
Location:
Bethesda, MD 20817

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Neil Arthur Cain

Neil Arthur Cain

Neil Cain
IAR
RR
CRD#: 4927411
CFP®: Certified Financial Planner
Location:
Chevy Chase, MD 20815

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
20 years registered
James Mark Joseph

James Mark Joseph

IAR
CRD#: 2714510
CFP®: Certified Financial Planner
Location:
Reston, VA 20190

Registered Affiliation(s):SENTINEL WEALTH MANAGEMENT, INC.

Disclosures:
Experience:
30 years registered
Constance Mackay Miner

Constance Mackay Miner

Connie Miner, Constance Mackay Miner-Lynch
IAR
RR
CRD#: 2428702
Location:
Bethesda, MD 20814

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
30 years registered
Adhanom Teweldebrhan Yohannes

Adhanom Teweldebrhan Yohannes

Adhanom Tewelederhan Yohannes, Adhanom Teweldebrhan Yohannes, Adhanom Yohannes
IAR
RR
CRD#: 5057318
CFP®: Certified Financial Planner
Location:
Bethesda, MD 20814

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
21 years registered
Matthew Everett Bosley

Matthew Everett Bosley

Matthew Everett Bosley
IAR
RR
CRD#: 5140846
CFP®: Certified Financial Planner
Location:
North Bethesda, MD 20852

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
20 years registered
Jason David Dunn

Jason David Dunn

IAR
RR
CRD#: 2711490
Location:
Chantilly, VA 20151

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Samuel Joong Kim

Samuel Joong Kim

Sam Kim, Samuel Kim
IAR
RR
CRD#: 3046367
Location:
Ashburn, VA 20147

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
28 years registered
Mark Benjamin Miller

Mark Benjamin Miller

Mark Benjamin Miller
IAR
RR
CRD#: 5149040
CFP®: Certified Financial Planner
Location:
Warrenton, VA

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Ted Allen Kirkpatrick

Ted Allen Kirkpatrick

PR
CRD#: 3259480
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Thomas John Goodwin

Thomas John Goodwin

T J Goodwin, Tom Goodwin
IAR
RR
CRD#: 2896516
Location:
Falls Church, VA 22042

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Jennifer Elise Myers

Jennifer Elise Myers

IAR
CRD#: 2908448
CFP®: Certified Financial Planner
Location:
Mclean, VA 22101

Registered Affiliation(s):SAGEVEST WEALTH MANAGEMENT

Disclosures:
Experience:
29 years registered
Patrick Duane Reis

Patrick Duane Reis

IAR
RR
CRD#: 2939125
Location:
Vienna, VA 22182-2721

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Edward J. Dahl

Edward J. Dahl

Ed Dahl
IAR
RR
CRD#: 5340186
CFP®: Certified Financial Planner
Location:
Mclean, VA 22102

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
19 years registered
Leticia Deshawn Stallworth

Leticia Deshawn Stallworth

IAR
RR
CRD#: 4029371
Location:
Centreville, VA

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Erik Marc Knobl

Erik Marc Knobl

IAR
RR
CRD#: 2921849
Location:
Washington, DC 20006

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
29 years registered
Patrick Bryant Nickerson

Patrick Bryant Nickerson

IAR
RR
CRD#: 4027823
Location:
Bethesda, MD

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
26 years registered

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AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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