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Top RIA Firms in Virginia Beach, Virginia
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Virginia Beach, Virginia. This hub covers 19 matching firms with $11.8B in total reported AUM and median AUM of $234.9M.
Firms
19
Matching current profiles
Total AUM
$11.8B
Reported regulatory AUM
Median AUM
$234.9M
Across firms with AUM
Largest firm
$4.8B
The Ascent Group, LLC
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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. The Ascent Group, LLC CRD 314424 · Limited Liability Company | VIRGINIA BEACH, VA | $4.8B Mar 2026 | +$1.9B+65.3% | +$2.2B+88.4% | — | — | +14 employees+46.7% over 3Y | +3,372 accounts+66.4% over 3Y |
| 2. Financial Security Advisory INC CRD 110746 · Corporation | VIRGINIA BEACH, VA | $1.7B Mar 2026 | +$172.6M+11.0% | +$622.4M+55.5% | +$797.7M+84.4% | +$1.3B+322.1% | +11 employees+34.4% over 3Y | -1,995 accounts-38.8% over 3Y |
| 3. Gratus Wealth Advisors LLC CRD 328641 · Limited Liability Company | VIRGINIA BEACH, VA | $822.2M May 2026 | +$131.5M+19.0% | — | — | — | 0 employees+0.0% over 1Y | +82 accounts+7.7% over 1Y |
| 4. Compton Wealth Advisory Group, LLC CRD 281732 · Limited Liability Company | VIRGINIA BEACH, VA | $800.3M Mar 2026 | +$163.2M+25.6% | +$293.8M+58.0% | +$282.9M+54.7% | — | +2 employees+25.0% over 3Y | +65 accounts+14.8% over 3Y |
| 5. Beacon Harbor Wealth Advisors CRD 300243 · Corporation | VIRGINIA BEACH, VA | $608.3M Feb 2026 | -$17.3M-2.8% | +$202.9M+50.0% | +$289.8M+91.0% | — | +1 employees+14.3% over 3Y | +484 accounts+46.3% over 3Y |
| 6. Bellars Harris Wealth Management CRD 338986 · Limited Liability Company | VIRGINIA BEACH, VA | $505.4M Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 7. Virginia Wealth Management Group, INC. CRD 311248 · Corporation | VIRGINIA BEACH, VA | $393.8M Feb 2026 | +$93.9M+31.3% | +$138.8M+54.4% | — | +$194.1M+97.2% | 0 employees+0.0% over 3Y | +93 accounts+30.4% over 3Y |
| 8. Vantage Consulting Group INC CRD 105240 · Corporation | VIRGINIA BEACH, VA | $241.7M Mar 2026 | -$226.9M-48.4% | -$2.0B-89.3% | -$2.3B-90.5% | -$5.1B-95.5% | -10 employees-50.0% over 3Y | -11 accounts-61.1% over 3Y |
| 9. Spectrum Financial INC CRD 105618 · Corporation | VIRGINIA BEACH, VA | $236.5M Mar 2026 | -$55.8M-19.1% | -$133.9M-36.2% | +$90.5M+61.9% | +$20.0M+9.2% | +3 employees+50.0% over 3Y | +201 accounts+79.4% over 3Y |
| 10. Altura Wealth Advisors CRD 337998 · Limited Liability Company | VIRGINIA BEACH, VA | $234.9M Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 11. Bay Capital Advisors, LLC CRD 140796 · Limited Liability Company | VIRGINIA BEACH, VA | $228.3M Mar 2026 | +$32.4M+16.5% | +$95.7M+72.2% | — | +$103.1M+82.4% | 0 employees+0.0% over 3Y | +135 accounts+28.1% over 3Y |
| 12. Wealthtrak Advisors CRD 160057 · Limited Liability Company | VIRGINIA BEACH, VA | $214.3M May 2026 | +$49.7M+30.2% | +$93.1M+76.8% | — | +$78.6M+57.9% | -1 employees-16.7% over 3Y | +162 accounts+26.2% over 3Y |
| 13. Cook Financial Designs, INC. CRD 115241 · Corporation | VIRGINIA BEACH, VA | $172.4M Mar 2026 | +$30.4M+21.4% | — | — | +$57.4M+49.9% | 0 employees+0.0% over 1Y | +43 accounts+8.2% over 1Y |
| 14. Jjsa Advisors, LTD. CRD 116460 · Corporation | VIRGINIA BEACH, VA | $154.3M Mar 2026 | — | — | — | +$26.4M+20.7% | 0 employees+0.0% over Total | +35 accounts+6.3% over Total |
| 15. Hundredfold Advisors, LLC CRD 131854 · Limited Liability Company | VIRGINIA BEACH, VA | $148.2M Mar 2026 | -$34.6M-18.9% | -$130.3M-46.8% | +$97.0M+189.5% | +$44.0M+42.2% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 16. October Effect LTD. CRD 281369 · Corporation | VIRGINIA BEACH, VA | $138.9M Feb 2026 | — | — | — | +$27.3M+24.4% | 0 employees+0.0% over Total | -11 accounts-1.9% over Total |
| 17. Forefront Asset Management, LLC CRD 281118 · Limited Liability Company | VIRGINIA BEACH, VA | $136.9M May 2026 | +$14.1M+11.5% | — | — | +$14.1M+11.5% | 0 employees+0.0% over 1Y | -19 accounts-2.4% over 1Y |
| 18. Henderson Financial Group LLC CRD 333013 · Limited Liability Company | VIRGINIA BEACH, VA | $136.4M Mar 2026 | +$30.9M+29.3% | — | — | +$30.9M+29.3% | +2 employees+66.7% over 1Y | +132 accounts+25.8% over 1Y |
| 19. Apforia CRD 327176 · Corporation | VIRGINIA BEACH, VA | $101.9M Apr 2026 | +$5.6M+5.8% | — | — | — | +11 employees+122.2% over 1Y | +269 accounts+28.1% over 1Y |
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.