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 who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Rembert Pendleton Jackson Find an Advisor||$2,080,218,714||$500,000|| || |
|2||Azzad Asset Management, Inc. Find an Advisor||$1,277,908,779||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|3||CJM Wealth Advisors, Ltd. Find an Advisor||$1,130,167,814||No set account minimum|| || |
Minimum AssetsNo set account minimum
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|4||D'Orazio & Associates, Inc. Find an Advisor||$1,195,422,086||$100,000|| || |
|5||Hemington Wealth Management Find an Advisor||$934,277,138||$1,000,000|| || |
|6||Washington Wealth Advisors, LLC Find an Advisor||$248,750,562||No set account minimum|| || |
Minimum AssetsNo set account minimum
|7||Campion Asset Management, LLC Find an Advisor||$200,351,424||$1,000,000|| || |
|8||The Scott S. James Company Find an Advisor||$107,853,176||No required minimum|| || |
Minimum AssetsNo required minimum
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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- 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.
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. The various minimums 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 analyses. The firm looks to properly allocate assets across a range of classes and sectors in an effort to maximize returns for specific risk tolerance.
CJM Wealth Advisors is a fee-only advisory firm that offers financial planning, portfolio management, pension consulting, and adviser selection. The firm works with individuals, high-net-worth individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. Since it is a fee-only firm, none of its advisors make commissions based off of what is invested. The firm, which currently has over 800 individual clients, does not have a required account balance minimum.
CJM Wealth Advisors' Background
The firm was founded in 1978 to help high-net-worth families grow and preserve their wealth. The firm is currently run by three principals. Tracey A. Baker serves as President with David D. Greene as CEO and Brian T. Jones as Chairman. CJM has many advisors that hold the designation of certified financial planner (CFP).
CJM Wealth Advisors' Investment Strategy
CJM works through two investment phases: the wealth accumulation phase and the retirement income phase. The first focuses on growing wealth while protecting against any major market setbacks. The second phase looks to provide clients with income during retirement as efficiently as possible. The firm may recommend investments such as mutual funds, ETFs, and private investment funds.
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.
Washington Wealth Advisors
Washington Wealth Advisors (WWA) is the next 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.
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 in active as well as passive investment strategies as deemed appropriate for the client’s individual circumstances.
The Scott S. James group is a fee-based investment firm that offers portfolio management, financial planning, financial consulting, and trustee services. The firm works with individuals, high-net-worth individuals, small businesses, charities, trusts, and estates.
Since the firm is fee-based, its advisors may receive a commission when an investment product is sold to or invested in on behalf of a client. This creates a potential conflict of interest but the firm and its advisors are bound by its fiduciary duty to put the needs of the client first. The firm does not require a set account balance minimum.
The Scott S. James Company Background
The Scott S. James group was founded in 1996 by Scott James, who still serves as the principal owner today. Mr. James has received the designation of certified financial planner (CFP).
The Scott S. James Company Investment Strategy
The firm recommends starting all individual clients out with a retirement planning and cash flow analysis to get a good idea of where the client is at in relation to their goals. The firm recommends investments such as stocks, municipal bonds, options, margin trading, ETFs, mutual funds, futures, commodities and more. Each portfolio is crafted to meet the needs and demands of the client's goals.