Firms by city
Registered investment advisers in Virginia Beach, VA
19 SEC-registered advisers headquartered in Virginia Beach, listed by regulatory assets under management as reported on Form ADV.
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19 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| The Ascent Group | Virginia Beach, VA | $4.76B |
| Financial Security Advisory | Virginia Beach, VA | $1.95B |
| Gratus Wealth Advisors | Virginia Beach, VA | $822M |
| Compton Wealth Advisory Group | Virginia Beach, VA | $800M |
| Beacon Harbor Wealth Advisors | Virginia Beach, VA | $608M |
| Bellars Harris Wealth Management | Virginia Beach, VA | $505M |
| Virginia Wealth Management Group | Virginia Beach, VA | $394M |
| Vantage Consulting Group | Virginia Beach, VA | $246M |
| Spectrum Financial | Virginia Beach, VA | $236M |
| LCW Services | Virginia Beach, VA | $235M |
| Bay Capital Advisors | Virginia Beach, VA | $228M |
| Wealthtrak Capital Management | Virginia Beach, VA | $214M |
| Cook Financial Designs | Virginia Beach, VA | $172M |
| JJSA Advisors | Virginia Beach, VA | $154M |
| Hundredfold Advisors | Virginia Beach, VA | $148M |
| October Effect | Virginia Beach, VA | $146M |
| Forefront Asset Management | Virginia Beach, VA | $137M |
| Henderson Financial Group | Virginia Beach, VA | $136M |
| Apforia | Virginia Beach, VA | $102M |
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $4.76B
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $1.95B
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $822M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $800M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $608M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $505M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $394M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $246M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $236M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $235M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $228M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $214M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $172M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $154M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $148M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $146M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $137M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $136M
- Headquarters
- Virginia Beach, VA
- Regulatory AUM
- $102M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Virginia Beach on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Virginia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.