Top 10 advisors in Virginia Beach
We’ve curated a list of the best financial advisors in Virginia Beach, take a look at it below
Find an advisor in Virginia Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,505,523,046 | 30 advisors | ||
| 2 | $1,313,781,510 | 45 advisors | ||
| 3 | $391,440,101 | 8 advisors | ||
| 4 | $278,412,136 | 3 advisors | ||
| 5 | $249,600,000 | 2 advisors | ||
| 6 | $202,576,027 | 4 advisors | ||
| 7 | $170,129,454 | 3 advisors | ||
| 8 | $155,149,960 | 5 advisors | ||
| 9 | $61,083,964 | 1 advisors | ||
| 10 | $56,823,802 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Virginia Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Virginia Beach. 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. The Ascent Group, LLC
Assets under management
$1,505,523,046
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
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
Selection Of Other Advisers
2. Financial Security Advisory Inc
Assets under management
$1,313,781,510
Fee structure
A percentage of assets under your management
Hourly charges
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)
3. Compton Wealth Advisory Group, LLC
Assets under management
$391,440,101
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
Pension Consulting Services
Selection Of Other Advisers
4. Cpa Investment Advisors
Assets under management
$278,412,136
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)
5. Hundredfold Advisors, LLC
Assets under management
$249,600,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
6. Virginia Wealth Management Group, Inc.
Assets under management
$202,576,027
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
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Monaco Capital Management, LLC
Assets under management
$170,129,454
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
8. Bay Capital Advisors, LLC
Assets under management
$155,149,960
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Project Based Consulting; Investment Analysis And Corporate Planning
9. Toner Asset Management Group, Inc.
Assets under management
$61,083,964
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
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
10. Focus Asset Management Company
Assets under management
$56,823,802
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.