Finding a Top Financial Advisor Firm in Fairfax, Virginia
Finding a suitable and trustworthy financial advisor isn't always easy. If you're searching for an advisor in Fairfax, Virginia, this list of the top firms in the city can help. Below, you'll find details like the total number of advisors at each firm, their certifications, advisory services, fees and more. If you want some assistance with the decision-making process, check out SmartAsset's free financial advisor matching tool.
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We've matched more than 1,000 people with financial advisors this month. Get connected to an advisor in your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | CJM Wealth Advisors, Ltd.  Find an Advisor | $945,621,212 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Wolf Group Capital Advisors  Find an Advisor | $303,867,979 | $350,000 |
| Minimum Assets$350,000Financial Services
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| 3 | Professional Financial Solutions, LLC  Find an Advisor | $192,314,763 | $500,000 |
| Minimum Assets$500,000Financial Services
|
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| 4 | Accordant Advisory Group, Inc.  Find an Advisor | $166,692,551 | $10,000 |
| Minimum Assets$10,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Fairfax, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
CJM Wealth Advisors
CJM Wealth Advisors comes in first on our list. The firm employs several advisors who hold the certified financial planner (CFP) designation. As a fee-only firm, CJM only receives compensation directly from clients.
For the most part, CJM tends to work with non-high-net-worth individuals. The firm also manages assets for high-net-worth individuals and charitable organizations. CJM does not have a minimum investment requirement.
CJM Wealth Advisors Background
CJM Wealth Advisors was founded in 1978, making it the oldest firm on our Fairfax list. Brian Jones, Tracey Baker and David Greene are the firm's three principal owners. Jones is CJM's chairman, Baker acts as president and cheif compliance officer (CCO) and Greene serves as CEO.
Asset management services at this firm come on an optional wrap fee basis. This offering typically entails some combination of financial planning and investment management. The firm also provides retirement plan consulting and stand-alone financial planning.
CJM Wealth Advisors Investment Strategy
CJM Wealth Advisors offers individualized investment management services to clients based upon their individual financial objectives. The scope of these services is determined at the beginning of each client relationship, as well as any applicable fees. Advisors provide investment advice on a range of securities, including public and private mutual funds, exchange-traded funds (ETFs) and more.
When selecting investments, advisors at CJM use both fundamental and technical methods of analysis. In implementing investment strategies, advisors tend to engage in both long- and short-term purchases.
Wolf Group Capital Advisors
Wolf Group Capital Advisors comes next on our list. The firm only works with individual clients, with non-high-net-worth individuals representing about two-thirds of its client base and high-net-worth individuals rounding out the rest.
You'll need to have at least $350,000 in investable assets to open an account at Wolf Group. Under certain circumstances, this firm may decide to accept clients who have less to invest.
Wolf Group is a fee-based financial advisor firm, meaning that some advisors may receive insurance commissions. However, it is still bound by fiduciary duty to act in the best interests of clients at all times.
Wolf Group Capital Advisors Background
Wolf Group Capital Advisors was founded in 1996, and its current owners are Robert Len and Leonard Wolf. Len acts as the firm's managing director, but Wolf no longer works here. The firm boasts advisors with such certifications as certified public accountant (CPA), certified financial planner (CFP) and chartered financial consultant (ChFC).
This firm provides investment advisory and financial planning services. Financial planning may relate to topics like cash management, estate planning, charitable giving and more.
Wolf Group Capital Advisors Investment Strategy
Prior to formulating an investment plan for your portfolio, Wolf Group Capital Advisors will have a discussion with you about your long- and short-term financial goals, as well as your risk tolerance and income needs. Once these factors are clear, the firm will integrate your investor characteristics into its approach of asset allocation planning and diversification. Once your funds are invested, your advisor will periodically rebalance your portfolio.
Advisors may use a range of different models and strategies. The specific types of investments used by the firm usually include stocks, bonds, exchange-traded funds (ETFs), mutual funds and alternative investments.
Professional Financial Solutions
Professional Financial Solutions (PFS) works primarily with individual clients. Individuals below the high-net-worth threshold far outnumber high-net-worth clients here. The firm also works with a few charitable organizations and businesses.
The firm imposes a $500,000 minimum investment amount, though this requirement can be reduced or waived. As a fee-only firm, PFS only earns compensation from the fees that clients pay.
Professional Financial Solutions Background
Firm president Glenn Mickelson, vice president Michael McLenigan and lead financial advisor Renee Sewall are the principal owners of Professional Financial Solutions, which was founded in 1997. Several of the firm's advisors are certified financial planners (CFPs).
PFS breaks down its service offerings into three categories: investment management, financial planning and financial consulting. Planning services typically relate to retirement planning, but more can be provided depending on what you're looking for.
Professional Financial Solutions Investment Strategy
Professional Financial Solutions works extensively with each client to determine their investment needs and objectives. The most important among these factors are risk tolerance and time horizon, both of which will play an important role in your portfolio's asset allocation and investment strategies. While this level of customization means the firm generally avoids a "one-size-fits-all" approach, advisors almost always recommend a variety of passively managed mutual funds.
Advisors at PFS use fundamental and technical analysis to evaluate individual securities for possible investment. Furthermore, the firm most often uses a buy-and-hold approach when investing, meaning advisors pursue long-term gains over engaging in strategies like market timing and frequent trading.
Accordant Advisory Group
The final firm on our Fairfax list is Accordant Advisory Group, which heavily focuses on individual clients below the high-net-worth threshold. However, it does maintain advisory relationships with some high-net-worth individuals, retirement plans, charities and businesses. If you're interested in becoming a client of this firm, make sure you have at least $10,000 in investable assets.
This firm is fee-based. This means that, in addition to the fees that clients pay, some advisors can earn commissions when they sell certain insurance or investment products to clients. While this presents a potential conflict of interest, the firm is still a fiduciary, which legally binds it to act in your best interest.
Accordant Advisory Group Background
Accordant Advisory Group was founded in 2000. President and chief compliance officer (CCO) David McKee and Thomas Burdette principally own the firm. When it comes to advisory certifications, McKee is a certified financial planner (CFP) and Burdette is a certified public accountant (CPA).
Accordant provides individual portfolio management services through its Ambassador Program. While this wrap fee service focuses exclusively on investing, the firm's financial planning offerings can encompass retirement planning, estate planning, tax planning, cash flow analysis, budget planning and more.
Accordant Advisory Group Investment Strategy
Through the Ambassador Program, Accordant Advisory Group offers tailored, comprehensive investment management services to clients. Over the course of multiple in-depth meetings, advisors determine the risk tolerance, time horizon, financial goals and income needs of each client. The firm then uses these insights to build investment strategies that work on an individual level. The firm also takes into account any existing investments and financial accounts.
Advisors here typically invest client assets across a range of mutual funds, exchange-traded funds (ETFs), stocks and bonds. When deciding which of these securities to implement within your portfolio, the firm utilizes technical and fundamental methods of analysis.
