Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Beacon Wealth Consultants, Inc. financial advisors in Roanoke, VA

Every SEC-registered investment adviser representative at a Beacon Wealth Consultants, Inc. office in Roanoke, A to Z.

The short answer

4 registered advisors work at Beacon Wealth Consultants, Inc. in Roanoke, out of 11 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Beacon Wealth Consultants, Inc. advisors in Roanoke, A to Z

Every Beacon Wealth Consultants, Inc. advisor →

Beacon Wealth Consultants, Inc. advisors in every city and state →Beacon Wealth Consultants, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Beacon Wealth Consultants, Inc. advisors in other cities

Lemont, PA 2Beaver Falls, PA 1Hickory, NC 1Phoenix, NY 1Salem, OR 1State College, PA 1

Other firms in Roanoke

All Roanoke advisors →

Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10

Questions

How many financial advisors does Beacon Wealth Consultants, Inc. have in Roanoke?

4 investment adviser representatives are registered at Beacon Wealth Consultants, Inc. offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Beacon Wealth Consultants, Inc. one of the largest advisor employers in Roanoke?

Beacon Wealth Consultants, Inc. ranks number 15 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

How do I check a Beacon Wealth Consultants, Inc. advisor in Roanoke?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beacon Wealth Consultants, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.