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Financial ADVSR advisor directory · SEC adviser records

Bay Rivers Group Wealth Partners financial advisors in Williamsburg, VA

Every SEC-registered investment adviser representative at a Bay Rivers Group Wealth Partners office in Williamsburg, A to Z.

The short answer

3 registered advisors work at Bay Rivers Group Wealth Partners in Williamsburg, out of 3 at the firm nationwide; it ranks number 13 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Bay Rivers Group Wealth Partners advisors in Williamsburg, A to Z

Every Bay Rivers Group Wealth Partners advisor →

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

Other firms in Williamsburg

All Williamsburg advisors →

LPL Financial LLC 23Wells Fargo Clearing Services, LLC 23Morgan Stanley 20Raymond James Financial Services Advisors, Inc. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Davenport & Company LLC 12Truist Advisory Services, Inc. 11Pfs Investments Inc. 8Commonwealth Financial Network 6Edward Jones 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4

Questions

How many financial advisors does Bay Rivers Group Wealth Partners have in Williamsburg?

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

Is Bay Rivers Group Wealth Partners one of the largest advisor employers in Williamsburg?

Bay Rivers Group Wealth Partners ranks number 13 in Williamsburg by registered advisors; LPL Financial LLC has the most, with 23.

How do I check a Bay Rivers Group Wealth Partners advisor in Williamsburg?

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 Bay Rivers Group Wealth Partners 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.