Virginia · 4 advisers
Financial Advisors in Great Falls, Virginia
Looking for a financial advisor in Great Falls, Virginia? Falists indexes 4 SEC-registered and state-registered investment advisers in Great Falls — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $363.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$363.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Great Falls
Ranked by AUM · Fees, team & specialties at a glance
DECISIONMAP WEALTH MANAGEMENT, LLC
Great Falls, VA
AUM
$363.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(703) 520-1160
TRIO WEALTH MANAGEMENT, LLC
Great Falls, VA
AUM
$134.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(703) 459-9171
POTOMAC WEALTH MANAGEMENT LLC
Great Falls, VA
AUM
$89.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(202) 236 9667
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Common questions
- How many financial advisors are in Great Falls, Virginia?
- 4 registered investment advisers are listed in our Great Falls directory, sourced from public SEC filings.
- What types of advisors are in Great Falls?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Great Falls?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.