Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Norfolk is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Norfolk & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Norfolk, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Norfolk, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Norfolk, Virginia have an average of 10 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
BROWN ADVISORY World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA, 23510-1676 | 106375 | $6,606,613,781 | 1888 | A Percentage of AUM, Fixed Fees, Performance Based |
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC 150 West Main Street, Ste 1700 Norfolk, VA, 23510 | 106060 | $4,754,536,565 | 5210 | A Percentage of AUM, Fixed Fees |
HARBOR GROUP INTERNATIONAL, LLC 999 Waterside Drive, Suite 2300 Norfolk, VA, 23510 | 285895 | $2,752,252,504 | 140 | A Percentage of AUM, Other (CARRIED INTEREST) |
COURAGE MILLER PARTNERS, LLC World Trade Center, 101 W. Main Street, Suite 720 Norfolk, VA, 23510 | 147360 | $360,165,268 | 857 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
WEALTHWAY FINANCIAL ADVISORS 440 Monticello Ave, Suite 1620, Norfolk, VA, 23510 | 108824 | $164,311,000 | 561 | A Percentage of AUM |
HERITAGE WEALTH MANAGEMENT GROUP, LTD 733 Boush Street, Suite 100 Norfolk, VA, 23510-1591 | 148459 | $134,157,967 | 547 | A Percentage of AUM, Hourly charges, Fixed Fees |
NORTON CAPITAL MANAGEMENT, INC. 440 Monticello Avenue, Suite 1610 Norfolk, VA, 23510-2670 | 110398 | $124,074,957 | 288 | A Percentage of AUM, Hourly charges, Other (FLAT FEES) |
RESOURCE 1, INC. 999 Waterside Dr, Suite 435 Norfolk, VA, 23510 | 115816 | $104,006,783 | 111 | A Percentage of AUM |
LAFAYETTE ADVISORS LLC 150 West Main Street, Suite 1700 Norfolk, VA, 23510 | 165241 | $36,410,751 | 1 | A Percentage of AUM |
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