Best Financial Advisors in VIRGINIA BEACH, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in VIRGINIA BEACH
SPECTRUM FINANCIAL INC
VIRGINIA BEACH, VA · Since 1988
JJSA ADVISORS, LTD.
VIRGINIA BEACH, VA · Since 2025
HUNDREDFOLD ADVISORS, LLC
VIRGINIA BEACH, VA · Since 2004
FOREFRONT ASSET MANAGEMENT, LLC
VIRGINIA BEACH, VA · Since 2025
OCTOBER EFFECT LTD.
VIRGINIA BEACH, VA · Since 2025
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
VIRGINIA BEACH, VA · Since 2020
APFORIA
VIRGINIA BEACH, VA · Since 2023
FINANCIAL SECURITY ADVISORY INC
VIRGINIA BEACH, VA · Since 1997
VANTAGE CONSULTING GROUP INC
VIRGINIA BEACH, VA · Since 1986
COOK FINANCIAL DESIGNS, INC.
VIRGINIA BEACH, VA · Since 2024
BAY CAPITAL ADVISORS, LLC
VIRGINIA BEACH, VA · Since 2021
WEALTHTRAK ADVISORS
VIRGINIA BEACH, VA · Since 2022
COMPTON WEALTH ADVISORY GROUP, LLC
VIRGINIA BEACH, VA · Since 2016
BEACON HARBOR WEALTH ADVISORS
VIRGINIA BEACH, VA · Since 2019
THE ASCENT GROUP, LLC
VIRGINIA BEACH, VA · Since 2021
GRATUS WEALTH ADVISORS LLC
VIRGINIA BEACH, VA · Since 2023
HENDERSON FINANCIAL GROUP LLC
VIRGINIA BEACH, VA · Since 2024
ALTURA WEALTH ADVISORS
VIRGINIA BEACH, VA · Since 2025
BELLARS HARRIS WEALTH MANAGEMENT
VIRGINIA BEACH, VA · Since 2025
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 VIRGINIA BEACH?
The median advisory fee in VIRGINIA BEACH, VA is 0.95% of assets under management per year, based on Form ADV filings from 19 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.