Rialytix insights

Top RIA Firms in Lynchburg, Virginia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lynchburg, Virginia. This hub covers 6 matching firms with $2.3B in total reported AUM and median AUM of $323.5M.

Firms

Matching current profiles

Total AUM

$2.3B

Reported regulatory AUM

Median AUM

$323.5M

Across firms with AUM

Largest firm

$1.0B

Pettyjohn, Wood & White, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Pettyjohn, Wood & White, INC. CRD 106403 · Corporation	LYNCHBURG, VA	$1.0B Mar 2026	+$288.5M+39.3%	+$339.8M+49.7%	+$475.3M+86.8%	+$800.9M+360.6%	0 employees+0.0% over 3Y	+151 accounts+17.5% over 3Y
2. Brown Edwards Wealth Strategies CRD 173559 · Limited Liability Company	LYNCHBURG, VA	$403.3M Aug 2026	+$72.6M+21.9%	+$171.2M+73.7%	+$200.9M+99.3%	+$300.6M+293.0%	0 employees+0.0% over 3Y	+124 accounts+25.8% over 3Y
3. Montvue Capital Management, INC. CRD 116807 · Corporation	LYNCHBURG, VA	$357.2M Jan 2026	+$77.2M+27.6%	+$155.1M+76.7%	+$200.1M+127.3%	+$300.7M+531.5%	+1 employees+25.0% over 3Y	+77 accounts+18.3% over 3Y
4. Legacy Wealth Management Group, INC. CRD 322235 · Corporation	LYNCHBURG, VA	$289.8M Mar 2026	+$82.2M+39.6%	+$135.4M+87.7%	—	—	+13 employees+216.7% over 3Y	+554 accounts+46.6% over 3Y
5. Arrow Wealth Advisors CRD 290853 · Corporation	LYNCHBURG, VA	$121.2M Aug 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
6. Charmarline Wealth Management CRD 336719 · Limited Liability Company	LYNCHBURG, VA	$118.8M Feb 2026	—	—	—	+$7.0M+6.2%	0 employees+0.0% over Total	+27 accounts+9.2% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.