Virginia · 4 advisers
Financial Advisors in Abingdon, Virginia
Looking for a financial advisor in Abingdon, Virginia? Falists indexes 4 SEC-registered and state-registered investment advisers in Abingdon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$1.07B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Abingdon
Ranked by AUM · Fees, team & specialties at a glance
CONCORD WEALTH PARTNERS
Abingdon, VA
AUM
$1.07B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
276-628-5910
CONCORD ASSET MANAGEMENT, LLC
Abingdon, VA
AUM
$639.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(276) 628-5910
NAVION WEALTH ADVISORS, LLC
Abingdon, VA
AUM
—
Team
0 total employees
Clients
0
Fees
REFERRAL FROM THIRD-PARTY RIA
276-525-4580
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Common questions
- How many financial advisors are in Abingdon, Virginia?
- 4 registered investment advisers are listed in our Abingdon directory, sourced from public SEC filings.
- What types of advisors are in Abingdon?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Abingdon?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.