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 Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Pactolus financial advisors in Vienna, VA

Every SEC-registered investment adviser representative at a Pactolus office in Vienna, A to Z.

5 registered advisors work at Pactolus in Vienna, out of 5 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Pactolus advisors in Vienna, A to Z

Every Pactolus advisor →

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

Other firms in Vienna

All Vienna advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 99RBC Capital Markets, LLC 59Florida Financial Advisors, LLC 58Cetera Investment Advisers LLC 38Navy Federal Investment Services, LLC 32LPL Enterprise, LLC 24Td Private Client Wealth LLC 24Eagle Strategies LLC 23Ameriprise Financial Services, LLC 21Osaic Wealth, Inc. 16Rembert Pendleton Jackson 16LPL Financial LLC 9

Questions

How many financial advisors does Pactolus have in Vienna?

5 investment adviser representatives are registered at Pactolus offices in Vienna, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Pactolus one of the largest advisor employers in Vienna?

Pactolus ranks number 21 in Vienna by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 99.

How do I check a Pactolus advisor in Vienna?

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 Pactolus 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.