City
Wealth management firms in Great Falls, Virginia
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Great Falls, Virginia reported $702.0 million in regulatory assets under management; the largest by assets was Decisionmap Wealth Management, LLC, with $363.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $702.0 million
- Average per firm
- $140.4 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Decisionmap Wealth Management, LLC | SEC | $363.4 million | 799 |
| 2 | Trio Wealth Management, LLC | SEC | $134.0 million | 338 |
| 3 | Potomac Wealth Management LLC | State | $89.7 million | 100 |
| 4 | Locke Asset Management | State | $69.3 million | 191 |
| 5 | Independent Financial Planning | State | $45.6 million | 367 |
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.