Financial advisers in Lynchburg, VA
7 registered investment adviser firms in Lynchburg managing $2.1B in assets, based on public SEC Form ADV filings.
Pettyjohn, Wood & White, INC.
Lynchburg, VA · Est. 1978
LocalInternational
- AUM
- $1.0B
- Per adviser
- $205M
- Advisers
- 5
No reported disclosures
Montvue Capital Management, INC.
Lynchburg, VA · Est. 2015
Local
- AUM
- $357M
- Per adviser
- $89M
- Advisers
- 4
No reported disclosures
Brown Edwards Wealth Strategies
Lynchburg, VA · Est. 2019
Regional
- AUM
- $331M
- Per adviser
- $47M
- Advisers
- 7
No reported disclosures
Legacy Wealth Management Group, INC.
Lynchburg, VA · Est. 2022
Local
- AUM
- $290M
- Per adviser
- $48M
- Advisers
- 6
Charmarline Wealth Management
Lynchburg, VA · Est. 2025
Local
- AUM
- $119M
- Per adviser
- $119M
- Advisers
- 1
No reported disclosures
Legacy Wealth Advisor LLC
Lynchburg, VA · Est. 2025
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
Harvest - Faith-Based Investing
Lynchburg, VA · Est. 2025
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures