Market Standing · 2026
Financial advisory firms in Winchester
This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.
Current standings · top 6 of 6
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.
Top advisers in Winchester
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1STEVEN GREGORY PUGLIESESign in to view — freeBUTTONWOOD WEALTH · Winchester, VA
- 2JORDAN DANIEL BRAITHWAITESign in to view — freeBUTTONWOOD WEALTH · Winchester, VA
- 3BLAINE PARRY DUNNSign in to view — freeDUNN FINANCIAL ADVISORS, LLC · Winchester, VA
- 4CLIFTON L RUTHERFORD MR.Sign in to view — freeR & J FINANCIAL PARTNERS, LLC · Winchester, VA
- 5BRIAN PETER DAVETSign in to view — freeR & J FINANCIAL PARTNERS, LLC · Winchester, VA
- 6DENNIS MICHAEL CONNORSign in to view — freeCORNERSTONE ASSET MANAGEMENT · Winchester, VA
- 7JULIA MARIE CONNELLSign in to view — freeUNITED CAPITAL FINANCIAL ADVISORS · Winchester, VA
- 8MICHAEL RALPH TRAINORSign in to view — freeTRAINOR CONSULTING · Winchester, VA
- 9JOSHUA WILLIAMSSign in to view — freeUNITED CAPITAL FINANCIAL ADVISORS · Winchester, VA
- 10Keith Michael HalsteadSign in to view — freeGRIP FINANCIAL, LLC · Winchester, VA