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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fredericksburg, VA

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

102 registered advisors work in Fredericksburg; the most are at Cary Street Partners (14). 0 list the CFP designation and 93 are also registered broker representatives.

Firms with the most advisors in Fredericksburg

FirmAdvisors in Fredericksburg
Cary Street Partners14
Merrill Lynch, Pierce, Fenner & Smith Incorporated news10
Edward Jones news9
Raymond James Financial Services Advisors, Inc. news9
Equitable Advisors, LLC news6
LPL Financial LLC news6
Davenport & Company LLC5
Wells Fargo Clearing Services, LLC news5
Osaic Wealth, Inc. news4
Strategic Advisers LLC4
J.P. Morgan Securities LLC news3
Apella Wealth2
Cetera Investment Advisers LLC news2
Hornor, Townsend & Kent, LLC2
Janney Montgomery Scott LLC news2
Raymond James & Associates, Inc. news2
The Retirement Smith LLC2
Alna Wealth Management1
Ameriprise Financial Services, LLC news1
Commonwealth Financial Network news1
Empower Advisory Group, LLC1
First Heartland Consultants, Inc.1
Formynder Wealth Management, LLC1
Fredericksburg Financial Planning Services, Inc.1
Navy Federal Investment Services, LLC1

Advisors in Fredericksburg, A to Z

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Other cities in Virginia

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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 123Ashburn 105Winchester 97Tysons Corner 79Henrico 73

Questions

How many financial advisors are in Fredericksburg, VA?

102 investment adviser representatives are registered at firm offices in Fredericksburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 93 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Fredericksburg?

Cary Street Partners, with 14 registered advisors in Fredericksburg, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 10.

How do I check a financial advisor in Fredericksburg?

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.