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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Yorktown, VA

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

The short answer

16 registered advisors work in Yorktown; the most are at Edward Jones (3). 1 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Yorktown

FirmAdvisors in Yorktown
Edward Jones news3
State Farm Investment Management Corp.3
First Command Advisory Services2
LPL Financial LLC news2
Wells Fargo Clearing Services, LLC news2
American Financial Planning, Inc.1
Equitable Advisors, LLC news1
Illuminate Wealth Management1
Osaic Wealth, Inc. news1

Advisors in Yorktown, A to Z

CFP advisors in Yorktown →

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 Yorktown, VA?

16 investment adviser representatives are registered at firm offices in Yorktown, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Yorktown?

Edward Jones, with 3 registered advisors in Yorktown, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Yorktown?

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.