THE ASCENT GROUP, LLC
Virginia Beach, VA
AUM
$4.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
757-499-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VA, VIRGINIA BEACH
28 advisers found
FINANCIAL SECURITY ADVISORY INC
Virginia Beach, VA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
43 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
757-431-1414
GRATUS WEALTH ADVISORS LLC
Virginia Beach, VA
AUM
$822.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
757-909-5500
COMPTON WEALTH ADVISORY GROUP, LLC
Virginia Beach, VA
AUM
$800.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
757-351-0741
BEACON HARBOR WEALTH ADVISORS
Virginia Beach, VA
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
757-644-4545
BELLARS HARRIS WEALTH MANAGEMENT
Virginia Beach, VA
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-704-4200
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Virginia Beach, VA
AUM
$393.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-963-1823
VANTAGE CONSULTING GROUP INC
Virginia Beach, VA
AUM
$241.7M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
757-491-1200
SPECTRUM FINANCIAL INC
Virginia Beach, VA
AUM
$236.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; SERVICE FEE/SUB ADVISORY FEE
757-463-7600
ALTURA WEALTH ADVISORS
Virginia Beach, VA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(757) 834-7606
BAY CAPITAL ADVISORS, LLC
Virginia Beach, VA
AUM
$228.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
757-816-0967
WEALTHTRAK ADVISORS
Virginia Beach, VA
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(757) 523-1250
JJSA ADVISORS, LTD.
Virginia Beach, VA
AUM
$154.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
757-473-0004
HUNDREDFOLD ADVISORS, LLC
Virginia Beach, VA
AUM
$148.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
757-463-7600
OCTOBER EFFECT LTD.
Virginia Beach, VA
AUM
$138.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
757-390-3341
FOREFRONT ASSET MANAGEMENT, LLC
Virginia Beach, VA
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
757-222-1880
HENDERSON FINANCIAL GROUP LLC
Virginia Beach, VA
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
757-314-4638
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
STAGES PLANNING GROUP, LLC
Virginia Beach, VA
AUM
$92.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
717-430-8914
NAUTILUS FINANCIAL GROUP, INC.
Virginia Beach, VA
AUM
$65.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
757-340-7006
EDGEWATER ASSET MANAGEMENT
Virginia Beach, VA
AUM
$42.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
757-363-7696
MARTELLO RETIREMENT AND WEALTH, LLC
Virginia Beach, VA
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
757-664-9400
PEACELINK FINANCIAL PLANNING
Virginia Beach, VA
AUM
$28.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
757-279-5015
WEALTHIX CAPITAL
Virginia Beach, VA
AUM
$22.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
757-204-5727
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