City
Independent RIAs in Falls Church, Virginia
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Falls Church, Virginia reported $3.3 billion in regulatory assets under management; the largest by assets was Azzad Asset Management, Inc., with $1.8 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $370.6 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Azzad Asset Management, Inc. | SEC | $1.8 billion | 18,098 |
| 2 | CJM Wealth Advisers, Ltd. | SEC | $1.5 billion | 2,562 |
| 3 | Neat Financial Planning | State | $21.3 million | 109 |
| 4 | Vitality Planning, LLC | State | $7.0 million | 8 |
| 5 | Pov Wealth LLC | State | $3.8 million | 9 |
| 6 | Capital Assets Planning Incorporated | State | $0 | 0 |
| 7 | Cocozza Financial Planning, Ltd. | State | $0 | 0 |
| 8 | Crescent Meridian Capital LLC | State | $0 | 0 |
| 9 | Investment & Resource Planning | State | $0 | 0 |
Independent RIAs in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.