Rialytix insights

Top RIA Firms in Norfolk, Virginia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Norfolk, Virginia. This hub covers 6 matching firms with $12.4B in total reported AUM and median AUM of $363.1M.

Firms

Matching current profiles

Total AUM

$12.4B

Reported regulatory AUM

Median AUM

$363.1M

Across firms with AUM

Largest firm

$7.6B

Brown Advisory

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Brown Advisory CRD 106375 · Corporation	NORFOLK, VA	$7.6B Mar 2026	+$250.4M+3.4%	+$963.7M+14.6%	+$976.2M+14.8%	+$5.1B+202.3%	-9 employees-20.0% over 3Y	-282 accounts-14.9% over 3Y
2. Harbor Group International, LLC CRD 285895 · Limited Liability Company	NORFOLK, VA	$3.8B Apr 2026	-$443.7M-10.5%	+$1.0B+37.6%	+$2.5B+203.9%	+$3.4B+786.8%	+164 employees+127.1% over 3Y	-44 accounts-31.4% over 3Y
3. Courage Miller Partners, LLC CRD 147360 · Limited Liability Company	NORFOLK, VA	$480.7M Mar 2026	+$61.9M+14.8%	+$120.5M+33.5%	+$133.6M+38.5%	+$268.6M+126.7%	+1 employees+33.3% over 3Y	-17 accounts-2.0% over 3Y
4. Wealthway Financial Advisors CRD 108824 · Corporation	NORFOLK, VA	$245.6M Feb 2026	+$55.2M+29.0%	+$40.2M+19.6%	+$97.3M+65.6%	+$194.1M+376.8%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
5. Heritage Wealth Management Group, LTD CRD 148459 · Corporation	NORFOLK, VA	$152.2M Mar 2026	+$28.2M+22.7%	+$18.1M+13.5%	+$108.2M+245.8%	+$110.0M+260.3%	-1 employees-16.7% over 3Y	-87 accounts-15.9% over 3Y
6. Resource 1, INC. CRD 115816 · Corporation	NORFOLK, VA	$132.7M Mar 2026	+$19.8M+17.5%	+$28.7M+27.6%	+$96.8M+269.6%	+$96.8M+269.6%	0 employees+0.0% over 3Y	+5 accounts+4.5% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.