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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lynchburg, VA

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

147 registered advisors work in Lynchburg; the most are at LPL Financial LLC (14). 15 list the CFP designation and 108 are also registered broker representatives.

Firms with the most advisors in Lynchburg

FirmAdvisors in Lynchburg
LPL Financial LLC news14
Davenport & Company LLC12
Robert W. Baird & Co. Incorporated news12
Merrill Lynch, Pierce, Fenner & Smith Incorporated news9
Legacy Wealth Management Group, Inc.7
Wells Fargo Clearing Services, LLC news7
Edward Jones news6
Equitable Advisors, LLC news6
Truist Advisory Services, Inc. news6
Cambridge Investment Research Advisors, Inc. news5
MML Investors Services, LLC5
Captrust news4
Montvue Capital Management, Inc.4
Pettyjohn, Wood & White, Inc.4
Cantor Fitzgerald Investment Advisors3
D.A. Davidson & Co.3
Stifel, Nicolaus & Company, Incorporated news3
Wells Fargo Advisors Financial Network, LLC news3
Advanta Wealth Management2
Arrow Wealth Advisors2
Brown Edwards Wealth Strategies2
Commonwealth Financial Network news2
Eagle Strategies LLC2
LPL Enterprise, LLC news2
Osaic Institutions, Inc. news2

Advisors in Lynchburg, A to Z

CFP advisors in Lynchburg →

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 149Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70

Questions

How many financial advisors are in Lynchburg, VA?

147 investment adviser representatives are registered at firm offices in Lynchburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 108 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Lynchburg?

LPL Financial LLC, with 14 registered advisors in Lynchburg, followed by Davenport & Company LLC with 12.

How do I check a financial advisor in Lynchburg?

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.