Adviser Record

Investment advisers in Virginia Beach, VA

19 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in VA

FirmAssetsEmployeesDisclosures
The Ascent Group, LLC$4.76 billion440
Financial Security Advisory Inc$1.74 billion430
Gratus Wealth Advisors LLC$822.2 million90
Compton Wealth Advisory Group, LLC$800.3 million100
Beacon Harbor Wealth Advisors$608.3 million80
Bellars Harris Wealth Management$505.4 million80
Virginia Wealth Management Group, Inc.$393.8 million40
Vantage Consulting Group Inc$246.3 million100
Spectrum Financial Inc$236.5 million90
Altura Wealth Advisors$234.9 million60
Bay Capital Advisors, LLC$228.3 million50
Wealthtrak Advisors$214.3 million50
Cook Financial Designs, Inc.$172.4 million10
Jjsa Advisors, Ltd.$154.3 million20
Hundredfold Advisors, LLC$148.2 million20
October Effect Ltd.$145.6 million40
Forefront Asset Management, LLC$136.9 million40
Henderson Financial Group LLC$136.4 million50
Apforia$101.9 million200