City
Wealth management firms in Virginia Beach, Virginia
As of October 2, 2026, 36 wealth management firms, including broker-dealer firms, with their main office in Virginia Beach, Virginia reported $11.9 billion in regulatory assets under management; the largest by assets was The Ascent Group, LLC, with $4.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 36
- Regulatory assets under management
- $11.9 billion
- Average per firm
- $331.2 million
- SEC-registered, of those listed
- 16 of 36 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Ascent Group, LLC | SEC | $4.8 billion | 8,449 |
| 2 | Financial Security Advisory Inc 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. | SEC | $1.9 billion | 3,393 |
| 3 | Gratus Wealth Advisors LLC | SEC | $822.2 million | 1,142 |
| 4 | Compton Wealth Advisory Group, LLC | SEC | $800.3 million | 505 |
| 5 | Beacon Harbor Wealth Advisors | SEC | $608.3 million | 1,529 |
| 6 | Bellars Harris Wealth Management | SEC | $505.4 million | 1,496 |
| 7 | Virginia Wealth Management Group, Inc. | SEC | $393.8 million | 399 |
| 8 | Altura Wealth Advisors | SEC | $234.9 million | 898 |
| 9 | Bay Capital Advisors, LLC | SEC | $228.3 million | 615 |
| 10 | Wealthtrak Advisors | SEC | $214.3 million | 780 |
| 11 | Cook Financial Designs, Inc. | SEC | $172.4 million | 567 |
| 12 | Jjsa Advisors, Ltd. | SEC | $154.3 million | 587 |
| 13 | October Effect Ltd. 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. | SEC | $145.6 million | 597 |
| 14 | Forefront Asset Management, LLC | SEC | $136.9 million | 781 |
| 15 | Harborpoint Wealth Partners | SEC | $136.4 million | 643 |
| 16 | Apforia | SEC | $101.9 million | 1,228 |
| 17 | Groom Financial Advisory | State | $97.5 million | 202 |
| 18 | Stages Planning Group, LLC | State | $92.9 million | 514 |
| 19 | Toner Asset Management Group, Inc. | State | $66.3 million | 92 |
| 20 | Nautilus Financial Group, Inc. | State | $65.7 million | 456 |
| 21 | Alperin Financial Solutions, LLC | State | $45.0 million | 25 |
| 22 | Edgewater Asset Management | State | $42.2 million | 30 |
| 23 | Martello Retirement and Wealth, LLC | State | $34.4 million | 34 |
| 24 | Peacelink Financial Planning | State | $28.1 million | 355 |
| 25 | Wealthix Capital | State | $22.0 million | 4 |
| 26 | Jaskolka Financial | State | $14.7 million | 51 |
| 27 | Stag Rock LLC | State | $14.2 million | 63 |
| 28 | Diversified Consumer Planning LLC | State | $9.7 million | 79 |
| 29 | Haven Financial Partners LLC | State | $7.6 million | 39 |
| 30 | Planning Within Reach, LLC | State | $7.2 million | 26 |
| 31 | Back Bay Advisors, LLC | State | $6.4 million | 17 |
| 32 | Wealth Planning, Inc. | State | $6.3 million | 7 |
| 33 | Weisert Investment Services, Inc. | State | $1.5 million | 30 |
| 34 | Kanten Financial Services | State | $1.1 million | 11 |
| 35 | Hook Financial Services, LLC | State | $0 | 0 |
| 36 | Ltplanners | 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.