Falists

Virginia · 11 advisers

Financial Advisors in Lynchburg, Virginia

Looking for a financial advisor in Lynchburg, Virginia? Falists indexes 11 SEC-registered and state-registered investment advisers in Lynchburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $1.02B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

10

Largest AUM

$1.02B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning8Trusts9Retirement3Institutional4

Top advisors in Lynchburg

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

LEGACY WEALTH ADVISOR LLC

Lynchburg, VA

AUM

—

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(434) 266-8044

Full profileNo website

More cities in Virginia

Richmond (79)Arlington (53)Mclean (49)Alexandria (41)Charlottesville (39)Virginia Beach (32)Reston (31)Vienna (22)Fairfax (17)Roanoke (16)Glen Allen (15)Norfolk (13)

Common questions

How many financial advisors are in Lynchburg, Virginia?
11 registered investment advisers are listed in our Lynchburg directory, sourced from public SEC filings.
What types of advisors are in Lynchburg?
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 Lynchburg?
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.