City
Independent RIAs in Norfolk, Virginia
As of October 2, 2026, 15 independent wealth management RIAs with their main office in Norfolk, Virginia reported $8.7 billion in regulatory assets under management; the largest by assets was Brown Advisory, with $7.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 15
- Regulatory assets under management
- $8.7 billion
- Average per firm
- $583.3 million
- SEC-registered, of those listed
- 4 of 15 (26.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brown Advisory | SEC | $7.6 billion | 1,606 |
| 2 | Courage Miller Partners, LLC | SEC | $480.7 million | 840 |
| 3 | Wealthway Financial Advisors | SEC | $245.6 million | 552 |
| 4 | Heritage Wealth Management Group, Ltd | SEC | $152.2 million | 460 |
| 5 | Tomlin Financial Advisors, Inc. | State | $79.5 million | 167 |
| 6 | Zak Investment Management Company, LLC | State | $50.5 million | 47 |
| 7 | Courage Korving Miller Partners, LLC | State | $44.2 million | 46 |
| 8 | Wallach Planning & Investments | State | $37.9 million | 101 |
| 9 | Tyton Wealth | State | $28.5 million | 58 |
| 10 | Virginia Global Asset Management, LLC | State | $26.3 million | 40 |
| 11 | Sandpiper Capital, LLC | State | $20.2 million | 52 |
| 12 | B. Water Investments | State | $5.2 million | 29 |
| 13 | Ethos Strategic Investments | State | $4.2 million | 6 |
| 14 | Coastal Asset Management LLC | State | $3.4 million | 14 |
| 15 | Jye Wealth Advisors, LLC | State | $80,000 | 1 |
Independent RIAs 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.