Best Financial Advisors in LYNCHBURG, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LYNCHBURG
LEGACY WEALTH MANAGEMENT GROUP, INC.
LYNCHBURG, VA · Since 2022
LEGACY WEALTH ADVISOR LLC
LYNCHBURG, VA · Since 2025
CHARMARLINE WEALTH MANAGEMENT
LYNCHBURG, VA · Since 2025
HARVEST - FAITH-BASED INVESTING
LYNCHBURG, VA · Since 2025
PETTYJOHN, WOOD & WHITE, INC.
LYNCHBURG, VA · Since 1978
MONTVUE CAPITAL MANAGEMENT, INC.
LYNCHBURG, VA · Since 2015
BROWN EDWARDS WEALTH STRATEGIES
LYNCHBURG, VA · Since 2019
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 LYNCHBURG?
The median advisory fee in LYNCHBURG, VA is 0.95% of assets under management per year, based on Form ADV filings from 7 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.