Best Financial Advisors in ROANOKE, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$191M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in ROANOKE
#1
100
INVESTMENT MANAGEMENT CORPORATION
ROANOKE, VA · Since 2016
$191M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
BEACON WEALTH CONSULTANTS, INC.
ROANOKE, VA · Since 2020
$278M AUM15 clientsFee: 0%
FiduciaryFee-Only
#3
100
PEAKVALLEY WEALTH, LLC
ROANOKE, VA · Since 2025
$130M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
VIP PLANNERS, INC.
ROANOKE, VA · Since 2025
$126M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
95
TAYLOR FINANCIAL GROUP, INC.
ROANOKE, VA · Since 2003
$410M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ROANOKE?
The median advisory fee in ROANOKE, VA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.