Investment advisers in Roanoke, VA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Taylor Financial Group, Inc. | $410.0 million | 6 | 0 |
| Beacon Wealth Consultants, Inc. | $278.3 million | 19 | 0 |
| Investment Management Corporation | $191.2 million | 6 | 0 |
| Peakvalley Wealth, LLC | $130.3 million | 4 | 0 |
| Vip Planners, Inc. | $126.2 million | 4 | 0 |