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🤫 Directory · consent-first

Near 24504. Lynchburg.

15 financial advisors & firms and 0 insurance agents verified near Lynchburg, VA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 24504

Montvue Capital Management, INC.0 mi

RIA firm · Lynchburg, VA 24504 · Registered investment adviser · $357M AUM

CRD 116807 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Brown Edwards Wealth Strategies0 mi

RIA firm · Lynchburg, VA 24504 · Registered investment adviser · $331M AUM

CRD 173559 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Advanta Wealth Management0 mi

RIA firm · Lynchburg, VA 24504 · Registered investment adviser · $64M AUM

CRD 326877 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Harvest - Faith-based Investing0 mi

RIA firm · Lynchburg, VA 24504 · Registered investment adviser

CRD 338019 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pettyjohn, Wood & White, INC.5.1 mi

RIA firm · Lynchburg, VA 24501 · Registered investment adviser · $1.0B AUM

CRD 106403 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Wealth Management Group, INC.5.1 mi

RIA firm · Lynchburg, VA 24501 · Registered investment adviser · $290M AUM

CRD 322235 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Wealth Advisor LLC5.1 mi

RIA firm · Lynchburg, VA 24501 · Registered investment adviser

CRD 334697 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Charmarline Wealth Management5.1 mi

RIA firm · Lynchburg, VA 24501 · Registered investment adviser · $119M AUM

CRD 336719 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Servus Capital Management9.4 mi

RIA firm · Lynchburg, VA 24502 · Registered investment adviser · $30M AUM

CRD 150195 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lynchburg Wealth Management9.4 mi

RIA firm · Lynchburg, VA 24502 · Registered investment adviser · $78M AUM

CRD 284344 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wood Creek Capital Advisors, LLC9.4 mi

RIA firm · Lynchburg, VA 24502 · Registered investment adviser · $55M AUM

CRD 309461 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Yorktown Management and Research CO INC15.6 mi

RIA firm · Forest, VA 24551 · Registered investment adviser · $677M AUM

CRD 105083 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hsc Wealth Advisors15.6 mi

RIA firm · Forest, VA 24551 · Registered investment adviser · $449M AUM

CRD 105103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Selective Wealth Management, INC.15.6 mi

RIA firm · Forest, VA 24551 · Registered investment adviser · $455M AUM

CRD 164882 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Investment Leadership, LLC15.6 mi

RIA firm · Forest, VA 24551 · Registered investment adviser · $86M AUM

CRD 167352 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
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Nearby areas

Verified advisors and insurance agents in the places closest to Lynchburg, VA.

  • Lynchburg, VA5 mi
  • Lynchburg, VA9 mi
  • Forest, VA16 mi
  • Charlottesville, VA47 mi
  • Roanoke, VA50 mi
  • Charlottesville, VA51 mi
  • Roanoke, VA56 mi
  • Charlottesville, VA57 mi
  • Charlottesville, VA61 mi
  • Harrisonburg, VA72 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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