City
Wealth management firms in Roanoke, Virginia
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Roanoke, Virginia reported $1.7 billion in regulatory assets under management; the largest by assets was Taylor Financial Group, Inc., with $410.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $80.7 million
- SEC-registered, of those listed
- 5 of 21 (23.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Taylor Financial Group, Inc. | SEC | $410.0 million | 1,112 |
| 2 | Beacon Wealth Consultants, Inc. | SEC | $278.3 million | 1,138 |
| 3 | Investment Management Corporation | SEC | $191.2 million | 666 |
| 4 | Peakvalley Wealth, LLC | SEC | $130.3 million | 481 |
| 5 | Vip Planners, Inc. | SEC | $126.2 million | 427 |
| 6 | Guelich Capital Management, LLC | State | $109.2 million | 385 |
| 7 | Elk Hill Advisors, Inc. | State | $105.2 million | 217 |
| 8 | Monsour Advisory Services, Inc. | State | $98.8 million | 399 |
| 9 | Waynefirebaugh, Inc. | State | $90.0 million | 405 |
| 10 | Augusta Capital LLC | State | $33.4 million | 16 |
| 11 | Wanda Kilman Pittman | State | $25.6 million | 105 |
| 12 | American Financial Planning, Inc. | State | $21.5 million | 165 |
| 13 | Personal Financial Planning Inc. | State | $19.5 million | 145 |
| 14 | 360 Wealth Consultants, LLC | State | $16.2 million | 121 |
| 15 | OG Advisory Group, LLC | State | $13.9 million | 119 |
| 16 | Bankschannel Advisors, LLC | State | $13.2 million | 35 |
| 17 | Bayesian Investment Management | State | $8.4 million | 27 |
| 18 | Valley Investors Corporation | State | $3.4 million | 16 |
| 19 | Beard Financial Planning LLC | State | $0 | 0 |
| 20 | Greenbrier Financial | State | $0 | 0 |
| 21 | Kommon Wealth, 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.