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Best financial advisors in Virginia Beach, VA

Registered advisers within 25 miles of Virginia Beach, VA.

Offices
362
Firms
142
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,296 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
WEALTHIX CAPITAL
CARY STREET PARTNERS
AUSDAL FINANCIAL PARTNERS, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
OSAIC WEALTH, INC.
APFORIA
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
SPECTRUM FINANCIAL INC
CONCURRENT INVESTMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Michael Thomas Brooks
EDWIN BRYAN HORNER
Jennifer K Cox
Katelyn M Philleo
Andrew Mackay
John Ashburn Gill
Jennifer Finn Duffy
Stephen Thomas Whitfield
MICHAEL JAY BORZA
WILLIAM TODD WEST
Sandra J. Peters
Joshua L. Haggerty
CHRISTOPHER LEE HOLLADAY
JAMES MORGAN EDWARDS
Sarah Peterson
SHANE M SCOTT
THOMAS BRIAN PENNELL
JASON STUART HOFFMAN
VICTOR ALAN PHILLEO
Robert Brian Gillenwater
Austin Lee Storck
GORDON HEYWORTH
Mari Poland Hurd
John Hamilton Rathbone
MATTHEW BENJAMIN CALLAN
James Morton
IAN A HOLDER
Susanna Adams Dellinger
GARY LEE ZAUGG
FRANK JAMES MCDONNELL
Ted Mason Tignor
LAWRENCE SCOTT MCDONNELL
GEORGE HOLLAND WHITMORE
ROSS EVAN LEGUM
Kelly Thumel Frohsin
JORDAN MATTHEW RAMIREZ
Nirali Raval Trovato
ARCH MCDOWELL BROWN
ANNA GRAVELY LEGRANDE
KHARAH BRIDGETT JAMES
JEFFREY STEPHEN GERACI
Michael Patrick Geraci
SANDI LYNN HICKMAN
WALTER ALAN KING
Angela Marie Ramirez Cloe
NOEL OLIVER MARTIN
PAUL TAYLOR DAY
Edward Frank Grossmann
Edward L Dawson
KEVIN DEAN HUMPHREYS
Thomas V Cherry
RALPH JOHN DOUDERA
MICHAEL JAY MATTHEWS
GARY TODD FOUTS
AUBREY HORNSBY PITHWA

Within 25 miles of Virginia Beach, VA, Best Investors lists 142 registered investment advisory firms with 362 offices nearby, managing about $14.0T in combined regulatory AUM across 3,049,296 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Virginia Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM