#1Arrow Wealth Advisors
ARROW WEALTH ADVISORS, INC.
Serves this area from Lynchburg, VA (22 mi)
Retirement Plan Advisors in Bedford County, VA
The top-ranked retirement plan advisors serving Bedford County, VA are Arrow Wealth Advisors, Brown Edwards Wealth Strategies and Peakvalley Wealth, LLC. We list 3 retirement plan advisors serving Bedford County, VA. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Bedford County, VA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Bedford County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Arrow Wealth Advisors | SEC-registered investment adviser (CRD)#290853 | Lynchburg, VA (22 mi) | (210) 541-9967 |
| 2 | Brown Edwards Wealth Strategies | SEC-registered investment adviser (CRD)#173559 | Lynchburg, VA (22 mi) | (434) 948-9000 |
| 3 | Peakvalley Wealth, LLC | SEC-registered investment adviser (CRD)#165542 | Cave Spring, VA (28 mi) | (540) 904-7969 |
#2Brown Edwards Wealth Strategies
ALLIANCE WEALTH STRATEGIES, LLCServes this area from Lynchburg, VA (22 mi)#3Peakvalley Wealth, LLC
PEAKVALLEY WEALTH, LLCServes this area from Cave Spring, VA (28 mi)
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Frequently asked questions
How many retirement plan advisors serve Bedford County?
We list 3 retirement plan advisors serving Bedford County, VA: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Bedford County?
The top-ranked retirement plan advisors serving Bedford County, VA are Arrow Wealth Advisors, Brown Edwards Wealth Strategies and Peakvalley Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bedford County are verified against official records?
3 of the top 3 match an active official record: Arrow Wealth Advisors (U.S. Securities and Exchange Commission), Brown Edwards Wealth Strategies (U.S. Securities and Exchange Commission) and Peakvalley Wealth, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Forest, Bedford, Montvale, Stewartsville, Moneta, Big Island