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.
1. Brown Advisory
Assets under management
$6,360,535,300
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
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
2. Wilbanks, Smith & Thomas Asset Management, LLC
Assets under management
$4,710,242,994
Fee structure
A percentage of assets under your management
Fixed fees
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
3. Harbor Group International, LLC
Assets under management
$2,752,252,504
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Courage Miller Partners, LLC
Assets under management
$318,389,436
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
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
5. Heritage Wealth Management Group, Ltd
Assets under management
$119,894,665
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Norton Capital Management, Inc.
Assets under management
$113,132,814
Fee structure
A percentage of assets under your management
Hourly charges
FLAT FEES
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
7. Resource 1, Inc.
Assets under management
$104,006,783
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
8. Zak Investment Management Company, LLC
Assets under management
$37,211,244
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
9. Lafayette Advisors LLC
Assets under management
$36,410,751
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Sandpiper Capital, LLC
Assets under management
$35,101,323
Fee structure
A percentage of assets under your management
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.