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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Staunton, VA

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

28 registered advisors work in Staunton; the most are at Davenport & Company LLC (8). 6 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Staunton

FirmAdvisors in Staunton
Davenport & Company LLC8
Edward Jones news7
Ameriprise Financial Services, LLC news2
Newedge Advisors2
Sound Income Strategies, LLC2
State Farm Investment Management Corp.2
Cambridge Investment Research Advisors, Inc. news1
Cornerstone Wealth Management, LLC1
LPL Financial LLC news1
Osaic Institutions, Inc. news1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Staunton, A to Z

CFP advisors in Staunton →

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 Staunton, VA?

28 investment adviser representatives are registered at firm offices in Staunton, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Staunton?

Davenport & Company LLC, with 8 registered advisors in Staunton, followed by Edward Jones with 7.

How do I check a financial advisor in Staunton?

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.