City
Wealth management firms in Norfolk, Virginia
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Norfolk, Virginia reported $8.8 billion in regulatory assets under management; the largest by assets was Brown Advisory, with $7.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $8.8 billion
- Average per firm
- $550.9 million
- SEC-registered, of those listed
- 4 of 16 (25.0%)
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 | Dominion Capital Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $64.8 million | 190 |
| 7 | Zak Investment Management Company, LLC | State | $50.5 million | 47 |
| 8 | Courage Korving Miller Partners, LLC | State | $44.2 million | 46 |
| 9 | Wallach Planning & Investments | State | $37.9 million | 101 |
| 10 | Tyton Wealth | State | $28.5 million | 58 |
| 11 | Virginia Global Asset Management, LLC | State | $26.3 million | 40 |
| 12 | Sandpiper Capital, LLC | State | $20.2 million | 52 |
| 13 | B. Water Investments | State | $5.2 million | 29 |
| 14 | Ethos Strategic Investments | State | $4.2 million | 6 |
| 15 | Coastal Asset Management LLC | State | $3.4 million | 14 |
| 16 | Jye Wealth Advisors, LLC | State | $80,000 | 1 |
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.