Top financial advisors in Lynchburg, VA
We’ve curated a list of the best financial advisors in Lynchburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$232,085,420
Number of advisors
8 advisors
| $232,085,420 | 8 advisors | |
| 2 |
Assets under management
$23,175,482
Number of advisors
1 advisors
| $23,175,482 | 1 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 Lynchburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lynchburg. 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.
Brown Edwards Wealth Strategies
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies (BEWS) is a registered investment adviser founded in 2014, with $272,978,254 in assets under management on a discretionary basis as of May 31, 2024. BEWS offers investment management services for individuals, retirement plans, trusts, and businesses, creating customized investment portfolios primarily using no-load mutual funds, ETFs, and individual securities. The firm's investment philosophy is rooted in Modern Portfolio Theory, focusing on long-term strategies and diversified portfolios. BEWS may recommend fixed income portfolios and offers financial planning services at no separate fee. The firm generally requires a minimum assets under management of $500,000 per client, with an annual fee starting at 1.25% for the first $500,000. BEWS does not charge performance-based fees and acts as a fiduciary, providing services in clients' best interests. The firm does not vote proxies on behalf of clients and has no disciplinary information. BEWS may receive benefits from Charles Schwab, Fidelity, and DFA, and may compensate for client referrals. Clients should receive quarterly statements from custodians, and BEWS does not have custody of client assets. Clients have the authority to set limitations on investment discretion, and BEWS does not engage in principal or agency cross transactions.
$232,085,420 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersServus Capital Management
Servus Capital Management, LLC is a Virginia-based investment adviser firm established in 2009 by President Allan K. Malina. The firm specializes in financial planning and portfolio management services, offering a holistic approach to help clients meet their financial goals in areas such as retirement, education, estate, and insurance planning. Servus Capital Management uses a three-pronged approach to manage client portfolios, focusing on determining risk tolerance, asset allocation, and price overlay strategies. The firm offers an Asset Parking Service for clients who manage their investments but seek local advisor support. Additionally, Servus Capital Management utilizes Quantitative Portfolio Management (QPM) to determine when to follow trends of various asset classes using ETFs. The QPM aims to have a positive return in both rising and falling markets while controlling risk. Clients have the ability to place reasonable restrictions on investments and limitations on discretionary power granted to the firm. Servus Capital Management charges asset-based fees for its services, with different fee structures based on the platform chosen by clients. The firm does not charge performance-based fees or receive compensation for client referrals. Allan K. Malina, the President, has a background in financial advising and has been with the firm since its inception. SCM does not vote on client securities proxies and does not accept authority to vote on behalf of clients. The firm has no financial commitments impairing its ability to meet client commitments and has no material disciplinary disclosures for its management persons.
$23,175,482 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
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 Lynchburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lynchburg. 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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