Falists

Virginia · 16 advisers

Financial Advisors in Roanoke, Virginia

Looking for a financial advisor in Roanoke, Virginia? Falists indexes 16 SEC-registered and state-registered investment advisers in Roanoke — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $410.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

14

Largest AUM

$410.0M

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth15Planning13Trusts13Retirement7Institutional7

Top advisors in Roanoke

Ranked by AUM · Fees, team & specialties at a glance

View all 16 →

WANDA KILMAN PITTMAN

Roanoke, VA

AUM

$25.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

540-767-9050

Full profileNo website

More cities in Virginia

Richmond (79)Arlington (53)Mclean (49)Alexandria (41)Charlottesville (39)Virginia Beach (32)Reston (31)Vienna (22)Fairfax (17)Glen Allen (15)Norfolk (13)Ashburn (12)

Common questions

How many financial advisors are in Roanoke, Virginia?
16 registered investment advisers are listed in our Roanoke directory, sourced from public SEC filings.
What types of advisors are in Roanoke?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Roanoke?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.