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Top Financial Advisors in Falls Church, VA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Falls Church, Virginia

If you're looking for a financial advisor in Falls Church, Virginia, SmartAsset can help. This list of the top firms in the city includes specific details about each firm, such as minimum investment requirements, advisory certifications, services, investment strategies and more. You can also try SmartAsset's free financial advisor matching tool, which can connect you with up to three advisors in your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Rembert Pendleton Jackson Rembert Pendleton Jackson logo Find an Advisor

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$1,691,339,038 $500,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Educational seminars
  • Business consulting

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Educational seminars
  • Business consulting
2 Azzad Asset Management, Inc. Azzad Asset Management, Inc. logo Find an Advisor

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$1,063,567,588 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
3 D'Orazio & Associates, Inc. D'Orazio & Associates, Inc. logo Find an Advisor

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$1,139,492,848 $100,000
  • Financial planning
  • Portfolio management
  • Consulting

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Portfolio management
  • Consulting

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4 Hemington Wealth Management Hemington Wealth Management logo Find an Advisor

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$755,898,708 $1,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
5 Campion Asset Management, LLC Campion Asset Management, LLC logo Find an Advisor

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$220,040,917 $1,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
6 Washington Wealth Advisors, LLC Washington Wealth Advisors, LLC logo Find an Advisor

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$209,165,000 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

What We Use in Our Methodology

To find the top financial advisors in Falls Church, 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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure 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.

Rembert Pendleton Jackson

The top firm on our list is Rembert Pendleton Jackson (RPJ), which boasts the highest assets under management on this list. Nearly every one of the firm's financial advisors holds both a certified financial planner (CFP) certification and an accredited investment fiduciary (AIF) certification. The firm also employs one enrolled agent (EA).

This firm's client base is overwhelmingly comprised of individuals both with and without a high net worth. Other clients include retirement plans and charitable organizations. RPJ calls for a $500,000 minimum investment for new clients, though this requirement is waivable. This is a fee-only financial advisor firm, which means all of its compensation comes from client-paid fees.

Rembert Pendleton Jackson Background

Rembert Pendleton Jackson was founded in 1974, making it one of the oldest firms on this list. In fact, many advisors at the firm have been working in the wealth management industry for decades. The firm is owned by Sandy Spring Bank, a commercial and retail bank headquartered in Maryland.

RPJ offers financial planning and investment advisory services, as well as business consulting on a more limited basis. Financial planning services are designed to be comprehensive, helping with all aspects of a client's financial life and goals.

Rembert Pendleton Jackson Investment Strategy

Rembert Pendleton Jackson tailors its investment strategies to the financial objectives of each individual client. In order to best determine these objectives, the firm mandates personal meetings with clients to discuss everything with them. Risk tolerance, asset allocation and desired investment selection all play a large role in determining these investment plans. Advisors continually monitor and rebalance all portfolios.

Advisors at RPJ place significant emphasis on asset allocation and use modern portfolio theory (MPT) to maximize returns for the client's given level of risk tolerance. The firm avoids focusing on specific asset classes, but tends to invest in mutual funds, exchange-traded funds (ETFs), fixed-income securities, alternative investments and more.

Azzad Asset Management

Azzad Asset Management is a fee-only firm that brands itself as a "halal" financial advisor. As such, it avoids investing in certain market sectors, such as tobacco, nuclear weapons and pork. The firm primarily manages client assets through a proprietary selection of a combined 11 stock portfolios and mutual funds.

Individuals are mainly who the firm serves, with a specific focus on affluent families and business owners. The firm also works with individuals who don't have a high net worth, though. Other common clients of the firm include investment companies, retirement plans, charitable organizations, other investment advisors, insurance companies and businesses.

The minimum investment requirements at this firm vary by account type, though they are all waivable. They go as follows:

  • Wrap Fee/Financial Planning Accounts: $500,000
  • Model Portfolio Accounts: $10,000,000
  • Mutual Fund Accounts: $1,000 to $4,000, depending on the fund

Azzad Asset Management Background

Azzad Asset Management was founded in 1997 by Bashar Qasem. Today, Qasem serves as president and CEO of the firm, along with being its principal owner. In total, the firm employs three certified financial planners (CFPs), one chartered financial analyst (CFA), one chartered retirement planning counselor (CRPC) and one chartered SRI counselor (CSRIC).

While investment management is the main offering at this firm, it also has a selection of financial planning and consulting services.

Azzad Asset Management Investment Strategy

While sticking to its socially responsible investment tenets, Azzad Asset Management looks to tailor its strategies to the needs of its clients. This involves figuring out the financial objectives of clients, along with their personal risk tolerance, time horizon, liquidity needs and investment preferences. Advisors may choose to create investment strategies from scratch, use a model portfolio or combine both approaches.

Advisors here use a wide range of investment analysis techniques, including fundamental, cyclical, qualitative and quantitative analysis. The firm looks to properly allocate assets across a range of classes and sectors in an effort to maximize returns for a specific risk tolerance.

D'Orazio & Associates

The next firm on our list is D'Orazio & Associates, which is based in northern Falls Church. The firm works solely with individual clients, though the vast majority of them have net worths above the high-net-worth threshold. More specifically, less than a quarter of the firm's client base is comprised of non-high-net-worth individuals.

Prospective clients must have at least $100,000 in investable assets to do business with D'Orazio, though this minimum is waivable under certain circumstances. The firm also states in its Form ADV, though, that it prefers working with clients who have at least $1 million ready to invest. As a fee-only firm, D'Orazio only takes fees directly from clients.

D'Orazio & Associates Background

Joseph A. D’Orazio founded D'Orazio & Associates in 2004. He remains with the firm to this day, serving as president, chief compliance officer (CCO) and principal owner. D'Orazio is also a certified financial planner (CFP), certified public accountant (CPA) and personal financial specialist (PFS). In addition to these designations, three other advisors are CFPs.

D'Orazio & Associates primarily provides investment management services to clients. More specifically, it offers tailored services and a portfolio program. The firm also offers financial planning and consulting services in relation to retirement planning, estate planning, college fund planning and more.

D'Orazio & Associates Investment Strategy

Clients of D'Orazio & Associates will receive a portfolio plan that's based specifically on their risk tolerance, time horizon, investment objectives and liquidity needs. When appropriate, advisors may choose to incorporate the firm's passive portfolio program into your plan as well. This is an automated investment program that allocates client funds among mutual funds, exchange-traded funds (ETFs) and cash.

This firm typically relies on fundamental and technical methods of analysis to inform its investment decisions. They use a wide range of investment strategies, including long-term purchases, short-term purchases, trading, short sales, margin transactions, options and structured notes.

Hemington Wealth Management

Up next is Hemington Wealth Management, which boasts one of the largest teams of advisors on this list. This advisory staff holds a spectrum of different certifications, including 10 certified financial planners (CFPs), two chartered financial analysts (CFAs) and one certified private wealth advisor (CPWA).

This firm works with an array of clients, though most are either high-net-worth or non-high-net-worth individuals. Other clients of the firm include retirement plans, charities, corporations and minor's accounts. The firm has a $1 million minimum investment requirement, though it reserves the right to reduce that number.

Hemington is a fee-only firm, so it only earns income from the fees that clients pay. That means it does not receive fees from any third-party sources, such as commissions for insurance sales.

Hemington Wealth Management Background

Hemington Wealth Management was founded relatively recently in 2013. The firm's co-founders and current principal owners are Eileen O’Connor and Ryon Beyer. O'Connor is the firm's CEO and Beyer serves as managing principal.

The firm focuses on investment management, though it offers financial planning and consulting too. Together, the firm provides these services under the umbrella of wealth management. These services are comprehensive in nature, and take into account all aspects of your financial life, both current and future.

Hemington Wealth Management Investment Strategy

At the start of each new relationship, Hemington Wealth Management and its advisors make an effort to determine your investor profile, including your risk tolerance, time horizon, financial objectives and more. They then use this information to craft and implement effective investment strategies that are built specifically for your needs. While no investment type is off limits, advisors primarily allocate assets among a series of mutual funds. Individual debt and equity securities are used to much lesser extent.

Advisors look to diversify your funds across a wide range of investments in the interest of downside protection. This firm opts to not systematically rebalance portfolios, choosing instead to rebalance on an as-needed basis.

Campion Asset Management

Campion Asset Management is a fee-only firm that provides asset management and financial planning services to individuals and charitable organizations. According to its SEC-filed documents, the firm works with just about as many high-net-worth individuals as persons outside of this scope. It also manages assets for a handful of charitable organizations.

For investment advisory services at Campion, you generally need a minimum account size of $1 million. The firm's advisory team includes a couple of chartered financial analysts (CFAs).

Campion Asset Management Background 

Campion Asset Management was formed in 2005 by Terence Burns, who remains its sole owner. Burns is also the firm's president, and he has nearly 30 years of experience in the financial services industry.

The firm aims to provide holistic financial planning, performance measurement and client education. It emphasizes ongoing communication and meetings, detailed performance analysis and sharing market insights with clients. 

Campion Asset Management Investment Strategy

Campion Asset Management focuses on strategic asset allocation when building client portfolios. Utilizing fundamental analysis to identify securities that may be undervalued, it engages active as well as passive investment strategies as deemed appropriate for the client’s individual circumstances.

Washington Wealth Advisors

Washington Wealth Advisors (WWA) is the final firm on our list. The firm's team of financial advisors works with both high-net-worth and non-high-net-worth individual clients. WWA does not require a minimum investment from new clients, so technically anyone can open an account.

WWA is a fee-only advisory firm. That means that neither the firm nor its advisors earn any third-party compensation, such as insurance sales commissions.

Washington Wealth Advisors Background

Washington Wealth Advisors began providing advisory services in 2011. Maura C. Schauss is the firm's founder, and she currently serves as co-managing partner, co-chief compliance officer (CCO) and co-principal owner alongside Todd I. Youngdahl. Both Schauss and Youngdahl are certified financial planners (CFPs), as is one of the firm's other advisors. The firm's full staff has decades of experience between them.

WWA provides a range of financial services, including asset management, financial planning, financial consulting and pension consulting. Asset management can include elements of financial planning. The firm does not participate in any wrap fee programs and mainly manages assets on a discretionary basis.

Washington Wealth Advisors Investment Strategy

Washington Wealth Advisors' asset management services and advice are tailored to the financial objectives of all clients. Portfolios are structured with a specific goal or set of goals in mind. Advisors continually monitor, rebalance and update portfolios to ensure goals are being met. Clients have the right to impose certain restrictions on how their assets are invested and managed.

Client assets are typically invested in stocks, bonds, exchange traded funds (ETFs), mutual funds and other public and private securities or investments. Advisors use fundamental, technical, charting and cyclical methods of analysis to properly and effectively evaluate potential investments. They also use long-term purchases, short-term purchases and trading to implement investment plans.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research