Top 10 financial advisor firms in Virginia Beach

15 SEC-registered financial advisor firms are headquartered in Virginia Beach, VA, with $9.42B in combined regulatory assets under management. The largest by assets are The Ascent Group ($4.76B), Gratus Wealth Advisors ($822M) and Compton Wealth Advisory Group ($800M).

15
Financial advisor firms: $9.42B
Their combined AUM: $228M
Median firm AUM: 6,885
Clients of the top 10

The 10 largest by assets

1
The Ascent Group
RIA
$4.76B
Up to 1.75% a year
2
Gratus Wealth Advisors
RIA
$822M
Up to 1.35% a year
3
Compton Wealth Advisory Group
RIA
$800M
0.70% to 1.00% a year
4
Beacon Harbor Wealth Advisors
RIA
$608M
1.00% to 1.50% a year
5
Bellars Harris Wealth Management
RIA
$505M
Up to 1.50% a year
6
Virginia Wealth Management Group
RIA
$394M
Up to 1.00% a year
7
LCW Services
RIA
$235M
Regulatory AUM
8
Bay Capital Advisors
RIA
$228M
1.00% to 1.00% a year
9
Wealthtrak Capital Management
RIA
$214M
0.75% to 1.95% a year
10
Cook Financial Designs
RIA
$172M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

The Ascent Group

The Ascent Group is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $4.76 billion, as filed on 30 March 2026.

The Ascent Group charges up to 1.75% a year for its Investment Management Fees.

Regulatory AUM: $4.76B
Clients: 4,292
Advisory staff: 19
Fee schedule: Up to 1.75% a year
Custodians: Assetmark Trust, Charles Schwab, Fidelity
Headquarters: 192 Ballard Court, Suite 400, Virginia Beach, VA 23462
Phone: 757-499-8300

No. 2 · RIA

Gratus Wealth Advisors

Gratus Wealth Advisors is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $822 million, as filed on 21 September 2026.

Gratus Wealth Advisors charges up to 1.35% a year for its Annual Fees for Advisory Services.

Regulatory AUM: $822M
Clients: 444
Advisory staff: 6
Founded: 2011
Fee schedule: Up to 1.35% a year
Custodians: Charles Schwab
Headquarters: 192 Ballard CT, Ste 101, Virginia Beach, VA 23462
Phone: 757-909-5500
Website: gratuswealthadvisors.com

No. 3 · RIA

Compton Wealth Advisory Group

Compton Wealth Advisory Group is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $800 million, as filed on 30 June 2026.

Compton Wealth Advisory Group charges 0.70%–1.00% a year for its Investment Advisory and Management Services.

Regulatory AUM: $800M
Clients: 232
Advisory staff: 3
Founded: 2009
Fee schedule: 0.70% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462
Phone: 757-351-0741
Website: comptonwealth.com

No. 4 · RIA

Beacon Harbor Wealth Advisors

Beacon Harbor Wealth Advisors is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2019. 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 $608 million, as filed on 9 July 2026.

Beacon Harbor Wealth Advisors charges 1.00%–1.50% a year for its Investment management services.

Regulatory AUM: $608M
Clients: 572
Advisory staff: 5
Founded: 2018
Fee schedule: 1.00% to 1.50% a year
Minimum account: $250,000
Custodians: Wells Fargo Clearing Services, Charles Schwab
Headquarters: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452
Phone: 757-644-4545
Website: beaconharborwealth.com

No. 5 · RIA

Bellars Harris Wealth Management

Bellars Harris Wealth Management is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $505 million, as filed on 30 April 2026.

Bellars Harris Wealth Management charges up to 1.50% a year for its BHWM Wrap Fee Program investment management services.

Regulatory AUM: $505M
Clients: 299
Advisory staff: 5
Fee schedule: Up to 1.50% a year
Custodians: Raymond James
Headquarters: 4429 Bonney RD., Suite 530, Virginia Beach, VA 23462-3881
Phone: 757-704-4200
Website: bellarsharris.com

No. 6 · RIA

Virginia Wealth Management Group

Virginia Wealth Management Group is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2020. 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 $394 million, as filed on 9 September 2026.

Virginia Wealth Management Group charges up to 1.00% a year for its Investment and Wealth Management Services.

Regulatory AUM: $394M
Clients: 117
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 4460 Corporation Lane, Suite 180, Virginia Beach, VA 23462
Phone: 757-963-1823
Website: vwmg.net

No. 7 · RIA

LCW Services

LCW Services is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $235 million, as filed on 10 April 2026.

Regulatory AUM: $235M
Clients: 261
Advisory staff: 4
Founded: 2020
Custodians: Charles Schwab
Headquarters: 4669 South BLVD, Ste 105, Virginia Beach, VA 23452
Phone: 757-834-7606
Website: alturawealth.com

No. 8 · RIA

Bay Capital Advisors

Bay Capital Advisors is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2021. 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 $228 million, as filed on 12 August 2026.

Bay Capital Advisors charges 1.00% a year for its Portfolio Management and Investment Advisory Services.

Regulatory AUM: $228M
Clients: 195
Advisory staff: 5
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 582 Lynnhaven Parkway, Suite 302, Virginia Beach, VA 23452
Phone: 757-816-0967
Website: baycapitaladvice.com

No. 9 · RIA

Wealthtrak Capital Management

Wealthtrak Capital Management is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2022. 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 $214 million, as filed on 27 May 2026.

Wealthtrak Capital Management charges 0.75%–1.95% a year for its Portfolio Management Services.

Regulatory AUM: $214M
Clients: 278
Advisory staff: 3
Founded: 2012
Fee schedule: 0.75% to 1.95% a year
Custodians: Charles Schwab
Headquarters: 272 Bendix Road, Suite 130, Virginia Beach, VA 23452
Phone: 757-523-1250

No. 10 · RIA

Cook Financial Designs

Cook Financial Designs is an investment adviser based in Virginia Beach, VA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $172 million, as filed on 13 March 2026.

Regulatory AUM: $172M
Clients: 195
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 1060 Laskin Road, Suite 25b, Virginia Beach, VA 23451
Phone: 757-498-4810

Questions about financial advisors in Virginia Beach

How many financial advisor firms are headquartered in Virginia Beach?

15 SEC-registered financial advisor firms report their principal office in Virginia Beach, VA, managing $9.42B in regulatory assets between them. The other 4 advisers 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 Virginia Beach?

The Ascent Group, with $4.76B in regulatory assets under management on its latest Form ADV. The next largest are Gratus Wealth Advisors ($822M) and Compton Wealth Advisory Group ($800M).

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

How large is a typical financial advisor firm in Virginia Beach?

The median firm manages $228M in regulatory assets. That is the midpoint of the 15 firms headquartered in Virginia Beach.

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

How much do financial advisors in Virginia Beach charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.95% 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 Virginia Beach?

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

Virginia Beach has 15 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Virginia Beach

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