Falists

Virginia · 32 advisers

Financial Advisors in Virginia Beach, Virginia

Looking for a financial advisor in Virginia Beach, Virginia? Falists indexes 32 SEC-registered and state-registered investment advisers in Virginia Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 27 firms list a website you can visit directly. Firms in this directory manage up to $4.76B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

32

With website

27

Largest AUM

$4.76B

Financial planning

24

Filter by specialty

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

AllWealth28Planning24Trusts25Retirement15Institutional15

Top advisors in Virginia Beach

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

View all 32 →

APFORIA

Virginia Beach, VA

AUM

$101.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(833) 780-2487

Full profileVisit site →
View all 32 advisors in Virginia Beach

More cities in Virginia

Richmond (79)Arlington (53)Mclean (49)Alexandria (41)Charlottesville (39)Reston (31)Vienna (22)Fairfax (17)Roanoke (16)Glen Allen (15)Norfolk (13)Ashburn (12)

Common questions

How many financial advisors are in Virginia Beach, Virginia?
32 registered investment advisers are listed in our Virginia Beach directory, sourced from public SEC filings.
What types of advisors are in Virginia Beach?
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 Virginia Beach?
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.