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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winchester, VA

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

102 registered advisors work in Winchester; the most are at Edward Jones (15). 0 list the CFP designation and 81 are also registered broker representatives.

Firms with the most advisors in Winchester

FirmAdvisors in Winchester
Edward Jones news15
Wells Fargo Clearing Services, LLC news13
Morgan Stanley news8
LPL Financial LLC news7
Buttonwood Wealth5
D.A. Davidson & Co.5
Ameriprise Financial Services, LLC news4
State Farm Investment Management Corp.4
Wealthcare Advisory Partners LLC4
Equity Services, Inc.3
Osaic Institutions, Inc. news3
RBC Capital Markets, LLC news3
Truist Advisory Services, Inc. news3
United Capital Financial Advisors3
Cornerstone Asset Management2
Navy Federal Investment Services, LLC2
Osaic Wealth, Inc. news2
R & J Financial Partners, LLC2
Thrivent Investment Management Inc.2
Avior Wealth Management, LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Dunn Financial Advisors, LLC1
First Advisors National, LLC1

Advisors in Winchester, A to Z

Search all of Virginia →

Other cities in Virginia

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Richmond 1,353McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Leesburg 163Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Tysons Corner 79Henrico 73

Questions

How many financial advisors are in Winchester, VA?

102 investment adviser representatives are registered at firm offices in Winchester, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 81 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Winchester?

Edward Jones, with 15 registered advisors in Winchester, followed by Wells Fargo Clearing Services, LLC with 13.

How do I check a financial advisor in Winchester?

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.