Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Crozet, VA
Every SEC-registered investment adviser representative at a firm office in Crozet, with the firms that employ the most of them.
12 registered advisors work in Crozet; the most are at Oakleigh Wealth Services (2). 0 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Crozet
| Firm | Advisors in Crozet |
|---|---|
| Oakleigh Wealth Services | 2 |
| A. N. Culbertson & Company, Inc. | 1 |
| Armstrong Financial, Inc. | 1 |
| Badgley Phelps Wealth Managers | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Edward Jones news | 1 |
| Hunter Lewis LLC | 1 |
| Lexington Hill Partners, LLC | 1 |
| Olio Financial Planning | 1 |
| Patina Wealth | 1 |
| Sherpa Financial Guides, Inc. | 1 |
Advisors in Crozet, A to Z
Search all of Virginia →- Timothy R. ArmstrongArmstrong Financial, Inc. · Certified Financial Planner
- Stephanie BossermanHunter Lewis LLC · Chartered Financial Analyst
- Roger R. FultonA. N. Culbertson & Company, Inc.
- Thomas U. GrinnellSherpa Financial Guides, Inc.
- Samuel C. HarrisPatina Wealth
- Scott A. HooverLexington Hill Partners, LLC
- Rebecca E. LeesOlio Financial Planning · Certified Financial Planner
- Marie N. LovettOakleigh Wealth Services · Certified Financial Planner
- Colin T. PageOakleigh Wealth Services · Certified Financial Planner
- Laura Leigh ScottEdward Jones
- Joseph A. ShenkCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Megan E. WileyBadgley Phelps Wealth Managers · Certified Financial Planner
Other cities in Virginia
All of Virginia →Richmond 1,353McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Leesburg 163Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Winchester 97Tysons Corner 79
Questions
How many financial advisors are in Crozet, VA?
12 investment adviser representatives are registered at firm offices in Crozet, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Crozet?
Oakleigh Wealth Services, with 2 registered advisors in Crozet, followed by A. N. Culbertson & Company, Inc. with 1.
How do I check a financial advisor in Crozet?
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.