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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Henrico, VA

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

The short answer

68 registered advisors work in Henrico; the most are at LPL Financial LLC (9). 5 list the CFP designation and 49 are also registered broker representatives.

Firms with the most advisors in Henrico

FirmAdvisors in Henrico
LPL Financial LLC news9
Strategic Advisers LLC7
Cambridge Investment Research Advisors, Inc. news6
Osaic Wealth, Inc. news6
Edelman Financial Engines news4
LPL Enterprise, LLC news3
Raymond James Financial Services Advisors, Inc. news3
Ameriprise Financial Services, LLC news2
Crossgrain Family Investments, LLC2
Edward Jones news2
Elemental Capital Management, LLC2
Kestra Advisory Services, LLC news2
Redmond Asset Management, LLC2
State Farm Investment Management Corp.2
Cef Advisors1
Charles Schwab & Co., Inc. news1
Flatiron Wealth Advisors, LLC1
Health & Wealth Works LLC1
Horizon Capital Management, Inc.1
J.P. Morgan Securities LLC news1
MML Investors Services, LLC1
Missionsquare Retirement1
Norton Capital Management, Inc.1
Plan Sponsor Adviser, LLC1
Planmember Securities Corporation1

Advisors in Henrico, A to Z

CFP advisors in Henrico →

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 Henrico, VA?

68 investment adviser representatives are registered at firm offices in Henrico, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Henrico?

LPL Financial LLC, with 9 registered advisors in Henrico, followed by Strategic Advisers LLC with 7.

How do I check a financial advisor in Henrico?

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.