Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PETTYJOHN, WOOD & WHITE, INC. 1925 Atherholt Road, Lynchburg, VA, 24501 | $648,455,020 | 917 | 6 | A Percentage of AUM, Other (HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES) |
2 | MONTVUE CAPITAL MANAGEMENT, INC. 900 Main Street, Lynchburg, VA, 24504 | $268,119,510 | 443 | 4 | A Percentage of AUM, Fixed Fees |
3 | BROWN EDWARDS WEALTH STRATEGIES 828 Main Street, Suite 1401 Lynchburg, VA, 24504 | $232,111,530 | 480 | 8 | A Percentage of AUM |
4 | LEGACY WEALTH MANAGEMENT GROUP, INC. 1971 English Tavern Road, Lynchburg, VA, 24501 | $154,400,000 | 1190 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 106403
Assets Under Management $648,455,020
No. Of Clients917
Clients Per Financial Advisor153
PETTYJOHN, WOOD & WHITE, INC. is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $648M assets under management, the firm specializes in crafting personalized retirement planning solutions for 917 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116807
Assets Under Management $268,119,510
No. Of Clients443
Clients Per Financial Advisor111
MONTVUE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 443 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173559
Assets Under Management $232,111,530
No. Of Clients480
Clients Per Financial Advisor60
BROWN EDWARDS WEALTH STRATEGIES is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 480 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322235
Assets Under Management $154,400,000
No. Of Clients1190
Clients Per Financial Advisor198
LEGACY WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Lynchburg, Virginia. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1190 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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