Firms by city
Registered investment advisers in Lynchburg, VA
6 SEC-registered advisers headquartered in Lynchburg, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pettyjohn, Wood & White | Lynchburg, VA | $1.02B |
| Alliance Wealth Strategies | Lynchburg, VA | $403M |
| MontVue Capital Management | Lynchburg, VA | $357M |
| Legacy Wealth Management Group | Lynchburg, VA | $290M |
| Arrow Wealth Advisors | Lynchburg, VA | $121M |
| CharMarLine Wealth Management | Lynchburg, VA | $119M |
- Headquarters
- Lynchburg, VA
- Regulatory AUM
- $1.02B
- Headquarters
- Lynchburg, VA
- Regulatory AUM
- $403M
- Headquarters
- Lynchburg, VA
- Regulatory AUM
- $357M
- Headquarters
- Lynchburg, VA
- Regulatory AUM
- $290M
- Headquarters
- Lynchburg, VA
- Regulatory AUM
- $121M
- Headquarters
- Lynchburg, VA
- Regulatory AUM
- $119M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lynchburg on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Virginia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.