Investment adviser firms in VIRGINIA BEACH, Virginia
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
19 firms · Source months shown: August 2026
- APFORIA LTDCRD 327176 · VIRGINIA BEACH, VA$101,914,296.00Regulatory AUM · August 2026
- BAY CAPITAL ADVISORS, LLCCRD 140796 · VIRGINIA BEACH, VA$228,283,850.00Regulatory AUM · August 2026
- BEACON HARBOR WEALTH ADVISORS, INC.CRD 300243 · VIRGINIA BEACH, VA$608,304,013.00Regulatory AUM · August 2026
- BELLARS HARRIS WEALTH MANAGEMENT, LLCCRD 338986 · VIRGINIA BEACH, VA$505,382,390.00Regulatory AUM · August 2026
- COMPTON WEALTH ADVISORY GROUP, LLCCRD 281732 · VIRGINIA BEACH, VA$800,333,362.00Regulatory AUM · August 2026
- COOK FINANCIAL DESIGNS, INC.CRD 115241 · VIRGINIA BEACH, VA$172,400,261.00Regulatory AUM · August 2026
- FINANCIAL SECURITY ADVISORY INCCRD 110746 · VIRGINIA BEACH, VA$1,743,248,795.00Regulatory AUM · August 2026
- FOREFRONT ASSET MANAGEMENT, LLCCRD 281118 · VIRGINIA BEACH, VA$136,948,016.00Regulatory AUM · August 2026
- GRATUS WEALTH ADVISORS LLCCRD 328641 · VIRGINIA BEACH, VA$822,187,016.00Regulatory AUM · August 2026
- HENDERSON FINANCIAL GROUP LLCCRD 333013 · VIRGINIA BEACH, VA$136,405,284.00Regulatory AUM · August 2026
- HUNDREDFOLD ADVISORS, LLCCRD 131854 · VIRGINIA BEACH, VA$148,216,588.00Regulatory AUM · August 2026
- JJSA ADVISORS, LTD.CRD 116460 · VIRGINIA BEACH, VA$154,336,256.00Regulatory AUM · August 2026
- LCW SERVICES, LLCCRD 337998 · VIRGINIA BEACH, VA$234,907,065.00Regulatory AUM · August 2026
- OCTOBER EFFECT LTD.CRD 281369 · VIRGINIA BEACH, VA$145,595,475.00Regulatory AUM · August 2026
- SPECTRUM FINANCIAL INCCRD 105618 · VIRGINIA BEACH, VA$236,484,223.00Regulatory AUM · August 2026
- THE ASCENT GROUP, LLCCRD 314424 · VIRGINIA BEACH, VA$4,760,597,948.00Regulatory AUM · August 2026
- VANTAGE CONSULTING GROUP INCCRD 105240 · VIRGINIA BEACH, VA$241,728,428.00Regulatory AUM · August 2026
- VIRGINIA WEALTH MANAGEMENT GROUP, INC.CRD 311248 · VIRGINIA BEACH, VA$393,830,795.00Regulatory AUM · August 2026
- WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.CRD 160057 · VIRGINIA BEACH, VA$214,279,037.00Regulatory AUM · August 2026