Alpha Omega Investment Advisors

Alpha Omega Investment Advisors (CRD# 149842) is a financial advisory firm headquartered in Richmond, VA. They manage $353,618,669 in 799 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    799
    ACCOUNTS
  • Average Account Value
    $442,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NC, SC, TX, VA

Financial Advisors at Alpha Omega Investment Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Lynn M. Diveley
CRD#: 2825870
1450 Commerce Road, Suite 6, Staunton, VA 24401
96
Wealthminder
score

Lynn Diveley (CRD# 2825870) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Staunton, VA and has over 21 years of experience in the finance industry. Lynn Diveley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric S. Fitzgerald
CRD#: 5755529
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226
96
Wealthminder
score

Eric Fitzgerald (CRD# 5755529) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 5 years of experience in the finance industry. Eric Fitzgerald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carl G. Lind
CRD#: 2825868
1450 Commerce Road, Suite 6, Staunton, VA 24401
96
Wealthminder
score

Carl Lind (CRD# 2825868) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Staunton, VA and has over 21 years of experience in the finance industry. Carl Lind has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mary E. Poggi
CRD#: 1732259
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226
96
Wealthminder
score

Mary Poggi (CRD# 1732259) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 30 years of experience in the finance industry.

5
Holly M. Ruff
CRD#: 4007860
1450 Commerce Road, Suite 6, Staunton, VA 24401
96
Wealthminder
score

Holly Ruff (CRD# 4007860) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Staunton, VA and has over 18 years of experience in the finance industry.

6
Craig T. Forbes
CRD#: 2454257
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226
93
Wealthminder
score

Craig Forbes (CRD# 2454257) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 24 years of experience in the finance industry.

7
Cleighton L. Hilbert
CRD#: 2795473
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226
93
Wealthminder
score

Cleighton Hilbert (CRD# 2795473) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 21 years of experience in the finance industry.

8
Christopher L. Milligan
CRD#: 5965805
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226
93
Wealthminder
score

Christopher Milligan (CRD# 5965805) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 6 years of experience in the finance industry.

9
Leann G. Mitchell
CRD#: 2697639
7202 Glen Forest Drive, Suite 300, Richmond, VA 23226
93
Wealthminder
score

Leann Mitchell (CRD# 2697639) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 21 years of experience in the finance industry.

10
William A. Washburn
CRD#: 2077655
7202 Glen Forest Drive; Suite 300, Richmond, VA 23226
93
Wealthminder
score

William Washburn (CRD# 2077655) is an Investment Advisor Representative working at Alpha Omega Investment Advisors in Richmond, VA and has over 27 years of experience in the finance industry.

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