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 Virginia Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Virginia Beach & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Virginia Beach, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 11 non-vetted financial advisors in Virginia Beach, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Virginia Beach, 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 |
---|---|---|---|---|
THE ASCENT GROUP, LLC 192 Ballard Court, Suite 400 Virginia Beach, VA, 23462 | 314424 | $2,526,906,387 | 5077 | A Percentage of AUM, Hourly charges, Fixed Fees |
FINANCIAL SECURITY ADVISORY INC 477 Viking Drive, Suite 305 Virginia Beach, VA, 23452 | 110746 | $1,315,631,987 | 2376 | A Percentage of AUM, Hourly charges |
VANTAGE CONSULTING GROUP INC 3500 Pacific Ave, Virginia Beach, VA, 23451 | 105240 | $1,109,499,019 | 17 | A Percentage of AUM, Fixed Fees, Performance Based, Other (AGREED UPON RATE FOR SPECIAL PROJECTS) |
COMPTON WEALTH ADVISORY GROUP, LLC 281 Independence Blvd, Suite 300 Virginia Beach, VA, 23462 | 281732 | $506,557,415 | 440 | A Percentage of AUM, Hourly charges, Fixed Fees |
BEACON HARBOR WEALTH ADVISORS 440 Viking Drive, Suite 200, Virginia Beach, VA, 23452 | 300243 | $483,457,993 | 1386 | A Percentage of AUM, Hourly charges, Fixed Fees |
SPECTRUM FINANCIAL INC 272 Bendix Road, Ste 600, Virginia Beach, VA, 23452 | 105618 | $370,399,055 | 253 | A Percentage of AUM, Other (SERVICE FEE/SUB ADVISORY FEE) |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 4460 Corporation Lane, Suite 180 Virginia Beach, VA, 23462 | 311248 | $273,756,984 | 352 | A Percentage of AUM, Hourly charges, Fixed Fees |
HUNDREDFOLD ADVISORS, LLC 272 Bendix Road, Ste. 600 Virginia Beach, VA, 23452 | 131854 | $249,600,000 | 1 | A Percentage of AUM |
MONACO CAPITAL MANAGEMENT, LLC 448 Viking Drive, Suite 230 Virginia Beach, VA, 23452 | 130174 | $171,862,563 | 1045 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEALTHTRAK ADVISORS 4536 Bonney Road, Virginia Beach, VA, 23462 | 160057 | $121,166,349 | 618 | A Percentage of AUM, Hourly charges, Fixed Fees |
APFORIA 582 Lynnhaven Parkway, Ste 101 Virginia Beach, VA, 23452 | 327176 | $30,696,470 | 342 | A Percentage of AUM, Hourly charges, Fixed Fees |
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