Financial advisors in Harrisonburg, VA

139 advisors · page 1 of 5

Abram Shearer
Financial advisor at Strategent Financial, LLC
Strategent Financial, LLC · $374.7M AUM
CFP®VerifiedFinancial planning
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Adam Palmore
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Lam
Financial advisor at Strategent Financial, LLC
Strategent Financial, LLC · $374.7M AUM
CFP®VerifiedFinancial planning
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Ashley Heatwole
Financial advisor at Graves Light Lenhart
Graves Light Lenhart · $1.23B AUM
CFP®VerifiedFinancial planning
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Christopher Goehner
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Dale Lam
Financial advisor at Strategent Financial, LLC
Strategent Financial, LLC · $374.7M AUM
CFP®VerifiedFinancial planning
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Daniel Grandstaff
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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David Larson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Debra Wachter
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Derek Hess
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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James White
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Jeffrey Lenhart
Financial advisor at Graves Light Lenhart
Graves Light Lenhart · $1.23B AUM
CFP®VerifiedFinancial planning
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John Priester
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joshua Kyger
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Lowe
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Katherine Bray
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kenneth Surber
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Flint
Financial advisor at Xypn Sapphire
Xypn Sapphire · $1.25B AUM
CFP®VerifiedFinancial planning
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Kyle Glenn
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
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Mark Brenneman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Morgan Eye
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Perrine
Financial advisor at Graves Light Lenhart
Graves Light Lenhart · $1.23B AUM
CFP®VerifiedFinancial planning
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Raymond Gay
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
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Robyn Hill
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Waid
Financial advisor at Graves Light Lenhart
Graves Light Lenhart · $1.23B AUM
CFP®VerifiedFinancial planning
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Sharon Krantz
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Stephan Hess
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Deputy
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Loomis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Hatter
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Harrisonburg, VA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Harrisonburg, VA.

How this list works

Before you hire an advisor in Harrisonburg, VA