Top Financial Advisors in Norfolk, Virginia
Finding the right financial advisor in Norfolk is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Norfolk, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Norfolk, VA.
Find the Best Financial Advisor Firms in Norfolk:
BROWN ADVISORY
CRD#: 106375
Address: World Trade Center 101 West Main Street, Suite 700, Norfolk, VA 23510-1676
Clients: 28
Average Clients per Advisor: 1
AUM: $ 6.6B
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
CRD#: 106060
Address: 150 West Main Street Ste 1700, Norfolk, VA 23510
Clients: 1,567
Average Clients per Advisor: 74
AUM: $ 4.8B
PALLADIUM REGISTERED INVESTMENT ADVISORS
CRD#: 145076
Address: 999 Waterside Drive Suite 1000, Norfolk, VA 23510-3320
Clients: 477
Average Clients per Advisor: 36
AUM: $ 3.4B
COURAGE MILLER PARTNERS, LLC
CRD#: 147360
Address: World Trade Center 101 W. Main Street, Suite 720, Norfolk, VA 23510
Clients: 124
Average Clients per Advisor: 41
AUM: $ 360M
WEALTHWAY FINANCIAL ADVISORS
CRD#: 108824
Address: 440 Monticello Ave, Suite 1620, Norfolk, VA 23510
Clients: 103
Average Clients per Advisor: 34
AUM: $ 164M
HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD#: 148459
Address: 733 Boush Street Suite 100, Norfolk, VA 23510-1591
Clients: 191
Average Clients per Advisor: 38
AUM: $ 134M
How We Chose the Top Financial Advisors in Norfolk, Virginia
To create this list of top financial advisor firms in Norfolk, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Norfolk has to offer.
Search Financial Advisors in Norfolk, Virginia
Aashish H Matani
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Julia Childress Beck
Registered Affiliation(s):DAVENPORT & COMPANY LLC
Rickey Paul Mayo
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Paul Cecil Tiller
Registered Affiliation(s):EDWARD JONES
Molly Clark Nissman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gregory Alan Watts
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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