Best Financial Advisors in WILLIAMSBURG, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WILLIAMSBURG
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
WILLIAMSBURG, VA · Since 2021
BAY RIVERS GROUP WEALTH PARTNERS
WILLIAMSBURG, VA · Since 2017
JOSS BROWN WEALTH ADVISORS
WILLIAMSBURG, VA · Since 2023
TENZING FINANCIAL LLC
WILLIAMSBURG, VA · Since 2025
PBMARES WEALTH MANAGEMENT LLC
WILLIAMSBURG, VA · Since 2003
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WILLIAMSBURG?
The median advisory fee in WILLIAMSBURG, 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.