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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Middleburg, VA

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

16 registered advisors work in Middleburg; the most are at Akre Capital Management, LLC (6). 1 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Middleburg

FirmAdvisors in Middleburg
Akre Capital Management, LLC6
The Hoerner Planning Group, LLC3
Dudley Capital Management LLC2
Wiseman & Associates Wealth Management2
Buttonwood Wealth1
Choreo Partner Alliance, LLC1
Edward Jones news1

Advisors in Middleburg, A to Z

CFP advisors in Middleburg →

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 Middleburg, VA?

16 investment adviser representatives are registered at firm offices in Middleburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Middleburg?

Akre Capital Management, LLC, with 6 registered advisors in Middleburg, followed by The Hoerner Planning Group, LLC with 3.

How do I check a financial advisor in Middleburg?

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.