City
Wealth management firms in Lynchburg, Virginia
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Lynchburg, Virginia reported $2.6 billion in regulatory assets under management; the largest by assets was Pettyjohn, Wood & White, Inc., with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $182.5 million
- SEC-registered, of those listed
- 8 of 14 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pettyjohn, Wood & White, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.0 billion | 1,016 |
| 2 | Brown Edwards Wealth Strategies | SEC | $403.3 million | 604 |
| 3 | Montvue Capital Management, Inc. | SEC | $357.2 million | 497 |
| 4 | Legacy Wealth Management Group, Inc. | SEC | $289.8 million | 1,744 |
| 5 | Arrow Wealth Advisors | SEC | $121.2 million | 516 |
| 6 | Charmarline Wealth Management | SEC | $118.8 million | 320 |
| 7 | Lynchburg Wealth Management | State | $77.8 million | 314 |
| 8 | Advanta Wealth Management | State | $63.8 million | 66 |
| 9 | Wood Creek Capital Advisors, LLC | State | $55.1 million | 400 |
| 10 | Servus Capital Management | State | $30.1 million | 216 |
| 11 | City Capital Management L.L.C. | State | $15.3 million | 149 |
| 12 | Harvest - Faith-Based Investing | SEC | $0 | 0 |
| 13 | Kenneth Dean Bennett | State | $0 | 0 |
| 14 | Legacy Wealth Advisor LLC | SEC | $0 | 0 |
Wealth management firms 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.