Top Financial Advisors in Virginia Beach, Virginia
Finding the right financial advisor in Virginia Beach 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 Virginia Beach, 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 Virginia Beach, VA.
Find the Best Financial Advisor Firms in Virginia Beach:
THE ASCENT GROUP, LLC
CRD#: 314424
Address: 5029 Corporate Woods Drive Suite 200, Virginia Beach, VA 23462
Clients: 2,005
Average Clients per Advisor: 80
AUM: $ 2.5B
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746
Address: 575 Lynnhaven Parkway Suite 310, Virginia Beach, VA 23452
Clients: 1,759
Average Clients per Advisor: 73
AUM: $ 1.1B
COMPTON WEALTH ADVISORY GROUP, LLC
CRD#: 281732
Address: 281 Independence Blvd Suite 300, Virginia Beach, VA 23462
Clients: 84
Average Clients per Advisor: 28
AUM: $ 507M
BEACON HARBOR WEALTH ADVISORS
CRD#: 300243
Address: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452
Clients: 404
Average Clients per Advisor: 101
AUM: $ 445M
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD#: 311248
Address: 4460 Corporation Lane Suite 180, Virginia Beach, VA 23462
Clients: 72
Average Clients per Advisor: 24
AUM: $ 274M
MONACO CAPITAL MANAGEMENT, LLC
CRD#: 130174
Address: 448 Viking Drive Suite 230, Virginia Beach, VA 23452
Clients: 391
Average Clients per Advisor: 195
AUM: $ 172M
How We Chose the Top Financial Advisors in Virginia Beach, Virginia
To create this list of top financial advisor firms in Virginia Beach, 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 Virginia Beach has to offer.
Search Financial Advisors in Virginia Beach, 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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