Financial advisers in Roanoke, VA

5 registered investment adviser firms in Roanoke managing $1.1B in assets, based on public SEC Form ADV filings.

Taylor Financial Group, INC.

Roanoke, VA · Est. 2003

AUM: $410M
Per adviser: $102M
Advisers: 4

No reported disclosures

Beacon Wealth Consultants, INC.

Roanoke, VA · Est. 2020

AUM: $278M
Per adviser: $19M
Advisers: 15

No reported disclosures

Investment Management Corporation

Roanoke, VA · Est. 2016

AUM: $191M
Per adviser: $64M
Advisers: 3

No reported disclosures

Peakvalley Wealth, LLC

Roanoke, VA · Est. 2025

AUM: $130M
Per adviser: $33M
Advisers: 4

No reported disclosures

Vip Planners, INC.

Roanoke, VA · Est. 2025

AUM: $126M
Per adviser: $42M
Advisers: 3

No reported disclosures