City
Wealth management firms in Newport News, Virginia
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Newport News, Virginia reported $576.5 million in regulatory assets under management; the largest by assets was Mason & Associates, LLC, with $471.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $576.5 million
- Average per firm
- $96.1 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mason & Associates, LLC | SEC | $471.4 million | 1,687 |
| 2 | Norseman Advisory Group, Inc. | State | $60.5 million | 142 |
| 3 | Pathway Financial Planning, Inc. | State | $28.3 million | 120 |
| 4 | Magnolia Lane Capital, LLC | State | $11.6 million | 17 |
| 5 | Montgomery Capital Management, LLC | State | $4.7 million | 13 |
| 6 | Haas Investment Management LLC | State | $0 | 0 |
Wealth management firms in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.