Concord Wealth Partners

Concord Wealth Partners (CRD# 118643) is a financial advisory firm headquartered in Abingdon, VA. They manage $693,837,832 in 3,010 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    694
    MILLION
  • Total Number of Accounts
    3,010
    ACCOUNTS
  • Average Account Value
    $230,511
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, MA, MD, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Concord Wealth Partners
No Advisor Found.
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