City
Independent RIAs in Lynchburg, Virginia
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Lynchburg, Virginia reported $1.5 billion in regulatory assets under management; the largest by assets was Brown Edwards Wealth Strategies, with $403.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $117.9 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brown Edwards Wealth Strategies | SEC | $403.3 million | 604 |
| 2 | Montvue Capital Management, Inc. | SEC | $357.2 million | 497 |
| 3 | Legacy Wealth Management Group, Inc. | SEC | $289.8 million | 1,744 |
| 4 | Arrow Wealth Advisors | SEC | $121.2 million | 516 |
| 5 | Charmarline Wealth Management | SEC | $118.8 million | 320 |
| 6 | Lynchburg Wealth Management | State | $77.8 million | 314 |
| 7 | Advanta Wealth Management | State | $63.8 million | 66 |
| 8 | Wood Creek Capital Advisors, LLC | State | $55.1 million | 400 |
| 9 | Servus Capital Management | State | $30.1 million | 216 |
| 10 | City Capital Management L.L.C. | State | $15.3 million | 149 |
| 11 | Harvest - Faith-Based Investing | SEC | $0 | 0 |
| 12 | Kenneth Dean Bennett | State | $0 | 0 |
| 13 | Legacy Wealth Advisor LLC | SEC | $0 | 0 |
Independent RIAs in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.