Best Financial Advisors in WILLIAMSBURG, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$231M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in WILLIAMSBURG
#1
100
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
WILLIAMSBURG, VA · Since 2021
$213M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
BAY RIVERS GROUP WEALTH PARTNERS
WILLIAMSBURG, VA · Since 2017
$326M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
JOSS BROWN WEALTH ADVISORS
WILLIAMSBURG, VA · Since 2023
$162M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
100
TENZING FINANCIAL LLC
WILLIAMSBURG, VA · Since 2025
$231M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
95
PBMARES WEALTH MANAGEMENT LLC
WILLIAMSBURG, VA · Since 2003
$1.3B AUM14 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 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.