Financial advisers in Virginia Beach, VA
19 registered investment adviser firms in Virginia Beach managing $11.8B in assets, based on public SEC Form ADV filings.
The Ascent Group, LLC
Virginia Beach, VA · Est. 2021
- AUM
- $4.8B
- Per adviser
- $251M
- Advisers
- 19
No reported disclosures
Financial Security Advisory INC
Virginia Beach, VA · Est. 1997
- AUM
- $1.7B
- Per adviser
- $41M
- Advisers
- 43
No reported disclosures
Gratus Wealth Advisors LLC
Virginia Beach, VA · Est. 2023
- AUM
- $822M
- Per adviser
- $137M
- Advisers
- 6
No reported disclosures
Compton Wealth Advisory Group, LLC
Virginia Beach, VA · Est. 2016
- AUM
- $800M
- Per adviser
- $267M
- Advisers
- 3
No reported disclosures
Beacon Harbor Wealth Advisors
Virginia Beach, VA · Est. 2019
- AUM
- $608M
- Per adviser
- $122M
- Advisers
- 5
No reported disclosures
Bellars Harris Wealth Management
Virginia Beach, VA · Est. 2025
- AUM
- $505M
- Per adviser
- $101M
- Advisers
- 5
No reported disclosures
Virginia Wealth Management Group, INC.
Virginia Beach, VA · Est. 2020
- AUM
- $394M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Vantage Consulting Group INC
Virginia Beach, VA · Est. 1986
- AUM
- $242M
- Per adviser
- $40M
- Advisers
- 6
No reported disclosures
Spectrum Financial INC
Virginia Beach, VA · Est. 1988
- AUM
- $236M
- Per adviser
- $47M
- Advisers
- 5
No reported disclosures
Altura Wealth Advisors
Virginia Beach, VA · Est. 2025
- AUM
- $235M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
Bay Capital Advisors, LLC
Virginia Beach, VA · Est. 2021
- AUM
- $228M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Wealthtrak Advisors
Virginia Beach, VA · Est. 2022
- AUM
- $214M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Cook Financial Designs, INC.
Virginia Beach, VA · Est. 2024
- AUM
- $172M
- Per adviser
- $172M
- Advisers
- 1
No reported disclosures
Jjsa Advisors, Ltd.
Virginia Beach, VA · Est. 2025
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Hundredfold Advisors, LLC
Virginia Beach, VA · Est. 2004
- AUM
- $148M
- Per adviser
- $148M
- Advisers
- 1
No reported disclosures
October Effect Ltd.
Virginia Beach, VA · Est. 2025
- AUM
- $146M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Forefront Asset Management, LLC
Virginia Beach, VA · Est. 2025
- AUM
- $137M
- Per adviser
- $46M
- Advisers
- 3
No reported disclosures
Henderson Financial Group LLC
Virginia Beach, VA · Est. 2024
- AUM
- $136M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Apforia
Virginia Beach, VA · Est. 2023
- AUM
- $102M
- Per adviser
- $9M
- Advisers
- 11
No reported disclosures