Vest Financial LLC

Firm record

As recorded in SEC IAPD

Firm CRD

165976

SEC number

801-77463

Firm type

RIA

Assets under management

$51.8B as of Jun 12, 2026

Website

www.youtube.com/channel/UCu2rwA5UKw75qZtk7xrhp3A ↗

Phone

855-979-6060

Address

8350 Broad St, Mclean, VA, 22102-5150

Advisors at this firm

13 in our index · page 1 of 1

• David Edward AchzetCRD 1209132 · Norwalk, CT
  IA RegisteredBroker
• Jeffery Yi-Bing ChangCRD 5034993 · Marina Del Rey, CA
  IA RegisteredBroker
• Christopher Deryen LeeCRD 6643708 · San Francisco, CA
  IA RegisteredBroker
• Matthew James McfarlandCRD 2446666 · Glen Ellyn, IL
  IA RegisteredBroker
• Kevin J MillerCRD 6071515 · Nashville, TN
  IA RegisteredBroker
• Christopher James MortimerCRD 5374562 · Charleston, SC
  IA RegisteredBroker
• Spencer William Francis OrganCRD 7601983 · Mclean, VA
  IA RegisteredBroker
• Alyson T RussCRD 5813739 · Mclean, VA
  IA RegisteredBroker
• Nicholas David SherrillCRD 6530127 · Garden Ridge, TX
  IA RegisteredBroker
• Karan SoodCRD 5256243 · Mclean, VA
  IA RegisteredBroker
• Daniel SablikCRD 7701624 · Tempe, AZ
  IA Registered
• Patrick ScanlonCRD 5455697 · Wenham, MA
  IA RegisteredBroker
• Andrew TorokCRD 6485110 · Ladera Ranch, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.