Top 10 advisors in Norfolk
We’ve curated a list of the best financial advisors in Norfolk, take a look at it below
Find an advisor in Norfolk# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $6,360,535,300 | 45 advisors | ||
2 | $4,710,242,994 | 45 advisors | ||
3 | $2,752,252,504 | 129 advisors | ||
4 | $318,389,436 | 3 advisors | ||
5 | $119,894,665 | 5 advisors | ||
6 | $113,132,814 | 2 advisors | ||
7 | $104,006,783 | 2 advisors | ||
8 | $37,211,244 | 2 advisors | ||
9 | $36,410,751 | 8 advisors | ||
10 | $35,101,323 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Norfolk, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Norfolk. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Brown Advisory
Brown Advisory is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $6,360,535,300 of assets under management and employs about 45 people. Brown Advisory uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$6,360,535,300
Headcount
45 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-47290
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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World Trade Center,
101 West Main Street, Suite 700,
Norfolk,
Virginia,
23510Wilbanks, Smith & Thomas Asset Management, LLC
Wilbanks, Smith & Thomas Asset Management, LLC is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $4,710,242,994 of assets under management and employs about 45 people. Wilbanks, Smith & Thomas Asset Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$4,710,242,994
Headcount
45 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-37972
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Harbor Group International, LLC
Harbor Group International, LLC is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $2,752,252,504 of assets under management and employs about 129 people. Harbor Group International, LLC uses a fee structure of a percentage of assets under your management and carried interest.
Assets under management
$2,752,252,504
Headcount
129 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
SEC number
801-108747
Services offered
Portfolio Management For Pooled Investment Vehicles
Courage Miller Partners, LLC
Courage Miller Partners, LLC is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $318,389,436 of assets under management and employs about 3 people. Courage Miller Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and retirement plan consulting -percentage of plan assets.
Assets under management
$318,389,436
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
SEC number
801-69242
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profileMeet the advisor
World Trade Center,
101 W. Main Street, Suite 720,
Norfolk,
Virginia,
23510Heritage Wealth Management Group, Ltd
Heritage Wealth Management Group, Ltd is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $119,894,665 of assets under management and employs about 5 people. Heritage Wealth Management Group, Ltd uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$119,894,665
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120938
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Norton Capital Management, Inc.
Norton Capital Management, Inc. is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $113,132,814 of assets under management and employs about 2 people. Norton Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and flat fees.
Assets under management
$113,132,814
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
FLAT FEES
SEC number
801-111866
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Resource 1, Inc.
Resource 1, Inc. is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $104,006,783 of assets under management and employs about 2 people. Resource 1, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$104,006,783
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-123616
Services offered
Portfolio Management For Individuals And/or Small Businesses
Zak Investment Management Company, LLC
Zak Investment Management Company, LLC is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $37,211,244 of assets under management and employs about 2 people. Zak Investment Management Company, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$37,211,244
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-67909
Services offered
Portfolio Management For Individuals And/or Small Businesses
Lafayette Advisors LLC
Lafayette Advisors LLC is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $36,410,751 of assets under management and employs about 8 people. Lafayette Advisors LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$36,410,751
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-77128
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Sandpiper Capital, LLC
Sandpiper Capital, LLC is a financial advisory firm based in Norfolk, Virginia. It currently has approximately $35,101,323 of assets under management and employs about 1 people. Sandpiper Capital, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$35,101,323
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-69677
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.