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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Advisors financial advisors in Midlothian, VA

Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Midlothian, A to Z.

3 registered advisors work at Wealthspire Advisors in Midlothian, out of 229 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Wealthspire Advisors advisors in Midlothian, A to Z

Every Wealthspire Advisors advisor →

Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →

Wealthspire Advisors advisors in other cities

New York, NY 60Potomac, MD 24Melville, NY 19San Rafael, CA 16Reston, VA 13Madison, WI 11Fulton, MD 10Milwaukee, WI 8Delafield, WI 7Boca Raton, FL 6West Hartford, CT 6Salisbury, MD 5Seattle, WA 5Beachwood, OH 4Chicago, IL 4

Other firms in Midlothian

All Midlothian advisors →

Cetera Investment Advisers LLC 43Ameriprise Financial Services, LLC 30Strategic Advisers LLC 22Edward Jones 19Osaic Wealth, Inc. 11LPL Financial LLC 8Kestra Advisory Services, LLC 7Colonial River Wealth Management LLC 6J. W. Cole Advisors, Inc. 5Pfs Investments Inc. 5Raymond James Financial Services Advisors, Inc. 4Thrivent Investment Management Inc. 4

Questions

How many financial advisors does Wealthspire Advisors have in Midlothian?

3 investment adviser representatives are registered at Wealthspire Advisors offices in Midlothian, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 229 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthspire Advisors one of the largest advisor employers in Midlothian?

Wealthspire Advisors ranks number 18 in Midlothian by registered advisors; Cetera Investment Advisers LLC has the most, with 43.

How do I check a Wealthspire Advisors advisor in Midlothian?

Each advisor below links to a profile with their registrations, exams, designations 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 Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.