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Top 4 financial advisor firms in Norfolk

4 SEC-registered financial advisor firms are headquartered in Norfolk, VA, with $8.45B in combined regulatory assets under management. The largest by assets are Signature Financial Management ($7.57B), Courage Miller Partners ($481M) and Wealthway Financial Advisors ($246M).

4
Financial advisor firms
$8.45B
Their combined AUM
$363M
Median firm AUM
803
Clients of the top 4

The 4 largest by assets

  1. 1
    Signature Financial Management

    RIA

    $7.57B

  2. 2
    Courage Miller Partners

    RIA

    $481M

  3. 3
    Wealthway Financial Advisors

    RIA

    $246M

  4. 4
    Heritage Wealth Management Group

    RIA

    $152M

Profiles of the top 4

No. 1 · RIA

Signature Financial Management

Signature Financial Management is an investment adviser based in Norfolk, VA, registered with the SEC since 1994. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $7.57 billion, as filed on 30 March 2026.

Signature Financial Management charges 0.50%–1.00% a year for its Investment Advisory Services.

Regulatory AUM
$7.57B
Clients
229
Advisory staff
16
Fee schedule
0.50% to 1.00% a year
Custodians
Bank of New York Mellon, Fidelity, Charles Schwab
Headquarters
101 W. Main Street, Suite 700, Norfolk, VA 23510-1676
Phone
757-625-7670
Website
brownadvisory.com

No. 2 · RIA

Courage Miller Partners

Courage Miller Partners is an investment adviser based in Norfolk, VA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $481 million, as filed on 30 March 2026.

Courage Miller Partners charges 0.80%–1.25% a year for its Investment advisory services.

Regulatory AUM
$481M
Clients
228
Advisory staff
3
Founded
2008
Fee schedule
0.80% to 1.25% a year
Custodians
Charles Schwab
Headquarters
World Trade Center, 101 W. Main Street, Suite 720, Norfolk, VA 23510
Phone
757-390-3100

No. 3 · RIA

Wealthway Financial Advisors

Wealthway Financial Advisors is an investment adviser based in Norfolk, VA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $246 million, as filed on 26 February 2026.

Wealthway Financial Advisors charges 1.00%–1.50% a year for its Investment Supervisory Services.

Regulatory AUM
$246M
Clients
166
Advisory staff
2
Founded
1995
Fee schedule
1.00% to 1.50% a year
Custodians
Charles Schwab
Headquarters
440 Monticello Ave, Suite 1620, Norfolk, VA 23510
Phone
757-456-2200
Website
wealthwayadvisors.com

No. 4 · RIA

Heritage Wealth Management Group

Heritage Wealth Management Group is an investment adviser based in Norfolk, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $152 million, as filed on 10 March 2026.

Heritage Wealth Management Group charges 0.60%–1.10% a year for its Investment Management and Comprehensive Financial Planning.

Regulatory AUM
$152M
Clients
180
Advisory staff
3
Fee schedule
0.60% to 1.10% a year
Custodians
Altruist
Headquarters
733 Boush Street, Suite 100, Norfolk, VA 23510-1591
Phone
757-321-3725
Website
hwmgroup.com

Questions about financial advisors in Norfolk

How many financial advisor firms are headquartered in Norfolk?

4 SEC-registered financial advisor firms report their principal office in Norfolk, VA, managing $8.45B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Norfolk?

Signature Financial Management, with $7.57B in regulatory assets under management on its latest Form ADV. The next largest are Courage Miller Partners ($481M) and Wealthway Financial Advisors ($246M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Norfolk?

The median firm manages $363M in regulatory assets. That is the midpoint of the 4 firms headquartered in Norfolk.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Norfolk charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Norfolk?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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