Best Financial Advisors in FOREST, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$455M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in FOREST
#1
100
YORKTOWN MANAGEMENT AND RESEARCH CO INC
FOREST, VA · Since 1985
$677M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
SELECTIVE WEALTH MANAGEMENT, INC.
FOREST, VA · Since 2016
$455M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
95
HSC WEALTH ADVISORS
FOREST, VA · Since 1984
$449M AUM9 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FOREST?
The median advisory fee in FOREST, VA is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.