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
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in FOREST
#1
88
YORKTOWN MANAGEMENT AND RESEARCH CO INC
FOREST, VA · Since 1985
$677M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
86
SELECTIVE WEALTH MANAGEMENT, INC.
FOREST, VA · Since 2016
$455M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
80
HSC WEALTH ADVISORS
FOREST, VA · Since 1984
$449M AUM9 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.