Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkit

Financial ADVSR advisor directory · SEC adviser records

Equity Services, Inc. financial advisors in Roanoke, VA

Every SEC-registered investment adviser representative at a Equity Services, Inc. office in Roanoke, A to Z.

17 registered advisors work at Equity Services, Inc. in Roanoke, out of 485 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Equity Services, Inc. advisors in Roanoke, A to Z

Every Equity Services, Inc. advisor →

Equity Services, Inc. advisors in every city and state →Equity Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Equity Services, Inc. advisors in other cities

Montpelier, VT 35Hauppauge, NY 33Colchester, VT 32Red Bank, NJ 31Chicago, IL 27Media, PA 27New York, NY 18Latham, NY 15Sandy Springs, GA 15Charlotte, NC 14Boca Raton, FL 13Timonium, MD 12Melville, NY 11Addison, TX 10Irvine, CA 8

Other firms in Roanoke

All Roanoke advisors →

Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10Geneos Wealth Management, Inc. 9

Questions

How many financial advisors does Equity Services, Inc. have in Roanoke?

17 investment adviser representatives are registered at Equity Services, Inc. offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 485 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

Is Equity Services, Inc. one of the largest advisor employers in Roanoke?

Equity Services, Inc. ranks number 5 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

How do I check a Equity Services, Inc. advisor in Roanoke?

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 Equity Services, Inc. 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.