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Top 10 advisors in Norfolk

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

    See full profile

    Meet the advisor

    World Trade Center,
    101 West Main Street, Suite 700,
    Norfolk,
    Virginia,
    23510

  • Wilbanks, 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

    See full profile

    Meet the advisor

    150 West Main Street,
    Ste 1700,
    Norfolk,
    Virginia,
    23510

  • 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

    See full profile

    Meet the advisor

    999 Waterside Drive,
    Suite 2300,
    Norfolk,
    Virginia,
    23510

  • 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 profile

    Meet the advisor

    World Trade Center,
    101 W. Main Street, Suite 720,
    Norfolk,
    Virginia,
    23510

  • Heritage 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

    See full profile

    Meet the advisor

    733 Boush Street,
    Suite 100,
    Norfolk,
    Virginia,
    23510

  • 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)

    See full profile

    Meet the advisor

    440 Monticello Avenue,
    Suite 1610,
    Norfolk,
    Virginia,
    23510

  • Not sure which one to choose?
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    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

    See full profile

    Meet the advisor

    999 Waterside Dr,
    Suite 435,
    Norfolk,
    Virginia,
    23510

  • 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

    See full profile

    Meet the advisor

    207 Granby Street,
    Suite 301,
    Norfolk,
    Virginia,
    23510

  • 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

    See full profile

    Meet the advisor

    150 West Main Street,
    Suite 1700,
    Norfolk,
    Virginia,
    23510

  • 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)

    See full profile

    Meet the advisor

    999 Waterside Dr,
    #2600,
    Norfolk,
    Virginia,
    23510

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.

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