Investment adviser firms in ROANOKE, Virginia
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- BEACON WEALTH CONSULTANTS, INC.CRD 154939 · ROANOKE, VA$278,261,194.00Regulatory AUM · August 2026
- INVESTMENT MANAGEMENT CORPORATIONCRD 107246 · ROANOKE, VA$191,179,778.00Regulatory AUM · August 2026
- PEAKVALLEY WEALTH, LLCCRD 165542 · ROANOKE, VA$130,270,000.00Regulatory AUM · August 2026
- TAYLOR FINANCIAL GROUP, INC.CRD 116744 · ROANOKE, VA$409,990,223.00Regulatory AUM · August 2026
- VIP PLANNERS, INC.CRD 111946 · ROANOKE, VA$126,165,535.00Regulatory AUM · August 2026