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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Williamsburg, VA

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

The short answer

207 registered advisors work in Williamsburg; the most are at LPL Financial LLC (23). 37 list the CFP designation and 177 are also registered broker representatives.

Firms with the most advisors in Williamsburg

FirmAdvisors in Williamsburg
LPL Financial LLC news23
Wells Fargo Clearing Services, LLC news23
Morgan Stanley news20
Raymond James Financial Services Advisors, Inc. news18
Merrill Lynch, Pierce, Fenner & Smith Incorporated news17
Davenport & Company LLC12
Truist Advisory Services, Inc. news11
Pfs Investments Inc.8
Commonwealth Financial Network news6
Edward Jones news5
Ameriprise Financial Services, LLC news4
State Farm Investment Management Corp.4
Bay Rivers Group Wealth Partners3
First Command Advisory Services3
Hornor, Townsend & Kent, LLC3
Joss Brown Wealth Advisors3
Northwestern Mutual Investment Services, LLC3
Tenzing Financial LLC3
Apella Wealth2
Baker Asset Management, LLC2
Beacon Freedom Advisory, LLC2
Centaurus Financial, Inc.2
Cetera Investment Advisers LLC news2
Dominguez Wealth Management Solutions, Inc.2
Level Four Advisory Services2

Advisors in Williamsburg, A to Z

CFP advisors in Williamsburg →

Other cities in Virginia

All of Virginia →

Richmond 1,274McLean 622Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70

Questions

How many financial advisors are in Williamsburg, VA?

207 investment adviser representatives are registered at firm offices in Williamsburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 177 of them are also registered as broker representatives, and 37 list the CFP designation.

Which firm has the most financial advisors in Williamsburg?

LPL Financial LLC, with 23 registered advisors in Williamsburg, followed by Wells Fargo Clearing Services, LLC with 23.

How do I check a financial advisor in Williamsburg?

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.