Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Great Falls, VA

Every SEC-registered investment adviser representative at a firm office in Great Falls, with the firms that employ the most of them.

17 registered advisors work in Great Falls; the most are at Decisionmap Wealth Management, LLC (2). 5 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Great Falls

FirmAdvisors in Great Falls
Decisionmap Wealth Management, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Trio Wealth Management, LLC2
Wells Fargo Clearing Services, LLC news2
Cambridge Investment Research Advisors, Inc. news1
Capital Client Group, Inc.1
Edward Jones news1
Independent Financial Planning1
Modern Wealth Management, LLC1
Osaic Wealth, Inc. news1
Potomac Wealth Management LLC1
RBC Capital Markets, LLC news1
Strategic Advisers LLC1

Advisors in Great Falls, A to Z

CFP advisors in Great Falls →

Other cities in Virginia

All of Virginia →

Richmond 1,274McLean 622Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86

Questions

How many financial advisors are in Great Falls, VA?

17 investment adviser representatives are registered at firm offices in Great Falls, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Great Falls?

Decisionmap Wealth Management, LLC, with 2 registered advisors in Great Falls, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.

How do I check a financial advisor in Great Falls?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.