Investment advisers in Lynchburg, VA
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Pettyjohn, Wood & White, Inc. | $1.02 billion | 6 | 0 |
| Brown Edwards Wealth Strategies | $403.3 million | 8 | 0 |
| Montvue Capital Management, Inc. | $357.2 million | 5 | 0 |
| Legacy Wealth Management Group, Inc. | $289.8 million | 19 | 3 |
| Arrow Wealth Advisors | $121.2 million | 2 | 1 |
| Charmarline Wealth Management | $118.8 million | 1 | 0 |
| Harvest - Faith-based Investing | $0 | 2 | 0 |
| Legacy Wealth Advisor LLC | $0 | 1 | 3 |