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VerifiedFinancial Services· Founded 2016

James River Advisors

Virtually all financial advisors, agents and banks claim that they are client-focused. With no outside owners, private stockholders or executive salaries and expenses to pay, James River Advisors is built to put you first and always keep you first. We share the same concerns, challenges, and experiences that our clients face. We are personal advisors that value our clients and take a very personal interest in your success, service, and client experience. We have structured James River Advisors with you in mind. Our resources, strategies and practices place us at the forefront of financial industry. Our firm is one of the few firms in the mid-Atlantic whose advisors can offer a low cost structure to address all of your financial needs, including investments, retirement & family financial planning, tax planning and preparation, trust and estate planning services, insurance evaluation and protection. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and James River Advisors are not affiliated. Content provided via links to third party sites should not be considered an endorsement of. We make no representation as to the completeness or accuracy of information provided at these websites.

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HeadquartersLynchburg, United StatesEmployees4(1 to 10)Annual revenue$10M to <$50MFounded year2016Websitejamesriveradvisors.comLinkedIn profileLinkedIn

Verified contacts

3

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LinkedIn employees

4

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

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Monthly traffic

organic / mo

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Top roles at James River Advisors

2 distinct titles indexed · top 2 shown.

  • 2senior managing partner
  • 1client service representative

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