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Financial ADVSR advisor directory · SEC adviser records

Apella Wealth financial advisors in Reston, VA

Every SEC-registered investment adviser representative at a Apella Wealth office in Reston, A to Z.

3 registered advisors work at Apella Wealth in Reston, out of 105 at the firm nationwide; it ranks number 25 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Apella Wealth advisors in Reston, A to Z

Every Apella Wealth advisor →

Apella Wealth advisors in every city and state →Apella Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Apella Wealth advisors in other cities

West Hartford, CT 56Mt. Pleasant, SC 5Bellevue, WA 4Wyomissing, PA 4Costa Mesa, CA 3Larkspur, CA 3Williamsburg, VA 3Chicago, IL 2Johnston, IA 2Lake Oswego, OR 2Lenox, MA 2Annapolis, MD 1Arlington, VA 1Atlanta, GA 1Atlantic Beach, NY 1

Other firms in Reston

All Reston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 45Mason Investment Advisory Services Inc. 27Charles Schwab & Co., Inc. 19Park Avenue Securities LLC 18Strategic Advisers LLC 16The Burney Company 16Raymond James Financial Services Advisors, Inc. 13Wealthspire Advisors 13Capitol Securities Management, Inc. 12Morgan Stanley 12Private Advisor Group, LLC 11Acorn Financial Advisory Services, Inc. 10

Questions

How many financial advisors does Apella Wealth have in Reston?

3 investment adviser representatives are registered at Apella Wealth offices in Reston, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 105 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Apella Wealth one of the largest advisor employers in Reston?

Apella Wealth ranks number 25 in Reston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 45.

How do I check a Apella Wealth advisor in Reston?

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 Apella Wealth 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.