Virginia · 3 advisers
Financial Advisors in Harrisonburg, Virginia
Looking for a financial advisor in Harrisonburg, Virginia? Falists indexes 3 SEC-registered and state-registered investment advisers in Harrisonburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.23B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$1.23B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Harrisonburg
Ranked by AUM · Fees, team & specialties at a glance
GRAVES LIGHT LENHART
Harrisonburg, VA
AUM
$1.23B
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM
(540) 433-3076
STRATEGENT FINANCIAL, LLC
Harrisonburg, VA
AUM
$374.7M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
540-437-1222
GIRA & GIRA INVESTMENT ADVISORS LLC
Harrisonburg, VA
AUM
$121.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(540) 433 7600
More cities in Virginia
Common questions
- How many financial advisors are in Harrisonburg, Virginia?
- 3 registered investment advisers are listed in our Harrisonburg directory, sourced from public SEC filings.
- What types of advisors are in Harrisonburg?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Harrisonburg?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.