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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Leesburg, VA

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

149 registered advisors work in Leesburg; the most are at Amj Financial Wealth Management LLC (15). 32 list the CFP designation and 100 are also registered broker representatives.

Firms with the most advisors in Leesburg

FirmAdvisors in Leesburg
Amj Financial Wealth Management LLC15
Centaurus Financial, Inc.14
Merrill Lynch, Pierce, Fenner & Smith Incorporated news12
Ameriprise Financial Services, LLC news9
Toth Financial Advisory Corp.9
Steigerwald, Gordon & Koch - Wealth Advisors7
Charles Schwab & Co., Inc. news6
Strategic Advisers LLC6
Edward Jones news5
State Farm Investment Management Corp.5
LPL Enterprise, LLC news4
LPL Financial LLC news4
Morgan Stanley news4
Osaic Wealth, Inc. news4
Berg Faircloth Investment Advisors3
Raymond James Financial Services Advisors, Inc. news3
Capitol Securities Management, Inc.2
Equitable Advisors, LLC news2
Independent Financial Group, LLC2
Mai Capital Management, LLC2
Sampatti Financial LLC2
Wealthcare Capital Partners, LLC2
Wells Fargo Clearing Services, LLC news2
Allen Investment Management1
Ameritas Advisory Services, LLC1

Advisors in Leesburg, A to Z

CFP advisors in Leesburg →

Other cities in Virginia

All of Virginia →

Richmond 1,353McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Winchester 97Tysons Corner 79Henrico 73

Questions

How many financial advisors are in Leesburg, VA?

149 investment adviser representatives are registered at firm offices in Leesburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 100 of them are also registered as broker representatives, and 32 list the CFP designation.

Which firm has the most financial advisors in Leesburg?

Amj Financial Wealth Management LLC, with 15 registered advisors in Leesburg, followed by Centaurus Financial, Inc. with 14.

How do I check a financial advisor in Leesburg?

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.