City
Wealth management firms in Falls Church, Virginia
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Falls Church, Virginia reported $3.5 billion in regulatory assets under management; the largest by assets was Azzad Asset Management, Inc., with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $347.5 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
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 | The Scott S. James Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $139.4 million | 267 |
| 4 | Neat Financial Planning | State | $21.3 million | 109 |
| 5 | Vitality Planning, LLC | State | $7.0 million | 8 |
| 6 | Pov Wealth LLC | State | $3.8 million | 9 |
| 7 | Capital Assets Planning Incorporated | State | $0 | 0 |
| 8 | Cocozza Financial Planning, Ltd. | State | $0 | 0 |
| 9 | Crescent Meridian Capital LLC | State | $0 | 0 |
| 10 | Investment & Resource Planning | State | $0 | 0 |
Wealth management firms 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.