Best Financial Advisors in LYNCHBURG, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LYNCHBURG
LEGACY WEALTH MANAGEMENT GROUP, INC.
LYNCHBURG, VA · Since 2022
LEGACY WEALTH ADVISOR LLC
LYNCHBURG, VA · Since 2025
HARVEST - FAITH-BASED INVESTING
LYNCHBURG, VA · Since 2025
CHARMARLINE WEALTH MANAGEMENT
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 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 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.