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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Virginia Beach, VA

Every SEC-registered investment adviser representative at a firm office in Virginia Beach, with the firms that employ the most of them.

533 registered advisors work in Virginia Beach; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (33). 102 list the CFP designation and 437 are also registered broker representatives.

Firms with the most advisors in Virginia Beach

FirmAdvisors in Virginia Beach
Merrill Lynch, Pierce, Fenner & Smith Incorporated news33
Wells Fargo Clearing Services, LLC news32
Davenport & Company LLC29
LPL Financial LLC news29
MML Investors Services, LLC28
Raymond James Financial Services Advisors, Inc. news26
Strategic Advisers LLC25
Ameriprise Financial Services, LLC news24
Cambridge Investment Research Advisors, Inc. news23
Morgan Stanley news22
Raymond James & Associates, Inc. news21
Edward Jones news19
Financial Security Advisory Inc.15
Osaic Wealth, Inc. news14
State Farm Investment Management Corp.11
First Command Advisory Services10
The Ascent Group, LLC10
Truist Advisory Services, Inc. news9
Apforia7
Vantage Consulting Group Inc.6
Beacon Harbor Wealth Advisors5
Gratus Wealth Advisors LLC5
United Planners' Financial Services Of America A Limited Partner5
Wealthtrak Advisors5
Wells Fargo Advisors Financial Network, LLC news5

Advisors in Virginia Beach, A to Z (first 300 of 533)

CFP advisors in Virginia Beach →

Other cities in Virginia

All of Virginia →

Richmond 1,274McLean 622Vienna 570Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70

Questions

How many financial advisors are in Virginia Beach, VA?

533 investment adviser representatives are registered at firm offices in Virginia Beach, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 437 of them are also registered as broker representatives, and 102 list the CFP designation.

Which firm has the most financial advisors in Virginia Beach?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 33 registered advisors in Virginia Beach, followed by Wells Fargo Clearing Services, LLC with 32.

How do I check a financial advisor in Virginia Beach?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.