Top financial advisors in Harrisonburg, VA
We’ve curated a list of the best financial advisors in Harrisonburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$903,887,214
Number of advisors
9 advisors
| $903,887,214 | 9 advisors | |
| 2 |
Assets under management
$228,366,755
Number of advisors
5 advisors
| $228,366,755 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Harrisonburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Harrisonburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Graves Light Lenhart
Graves Light Lenhart Wealth, Inc., operating as Graves Light Lenhart (GLL), is a registered investment adviser specializing in financial planning, consulting, and investment management services. Established in 2018, the firm manages over $1 billion in assets under management, offering discretionary and non-discretionary portfolio management. GLL tailors its services to individual clients, providing a range of financial planning services such as business planning, retirement planning, and risk management. For investment management, GLL primarily allocates client assets among mutual funds, ETFs, individual securities, and options based on client objectives. The firm employs a top-down investment philosophy with tactical asset allocation decisions. GLL's investment strategies focus on long-term results, favoring high-quality securities for equity investments and fixed income strategies tailored to client needs. Clients are charged an annual fee based on assets under management, with a tiered fee structure. GLL acts as a fiduciary for retirement accounts, ensuring recommendations are in the client's best interest. The firm requires a minimum portfolio value of $2.5 million, with exceptions based on specific criteria. GLL recommends clients use Charles Schwab for custody and brokerage services, with a focus on obtaining best execution. The firm receives economic benefits from Schwab, disclosed to clients. GLL conducts regular account reviews and provides clients with transaction confirmations and account statements. The firm exercises investment discretion, with the authority to make investment decisions on behalf of clients. GLL does not provide compensation for client referrals and has not been involved in any disciplinary events. The firm's Code of Ethics ensures compliance with securities laws, and clients are encouraged to review and discuss their financial goals with GLL regularly.
$903,887,214 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersStrategent Financial, LLC
Strategent Financial, LLC, established in July 2008, primarily offers wealth management services to individuals, families, and various entities. The firm operates as a fee-only financial services provider, not affiliated with entities selling financial products. Wealth management services require a minimum account size of $800,000, with fees based on a percentage of assets under management. Strategent's investment strategy emphasizes modern portfolio theory and strategic asset allocation, utilizing no-load institutional class mutual funds and ETFs. The firm also provides financial planning and retirement plan advisory services. Clients receive quarterly account reviews and reports, with discretionary portfolio management. Strategent recommends maintaining accounts with Charles Schwab & Co., Inc., receiving certain institutional brokerage services and support. The firm does not engage in directed brokerage, accepts limited power of attorney for discretionary accounts, and does not handle proxy voting for clients. Dale S. Lam, the Chief Compliance Officer, oversees the firm's operations and is available to address any inquiries. Strategent does not have any disciplinary events to disclose and maintains financial stability to meet its commitments. For further details or inquiries, clients can contact Dale S. Lam.
$228,366,755 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Harrisonburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Harrisonburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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