AdvisorCensus / Financial advisors / Virginia / Roanoke, VA / Branch offices
Advisory firms with an office in Roanoke, VA, headquartered elsewhere
25 investment advisory firms with a principal office outside the Roanoke, VA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Allstate Financial Advisors, LLC | Roanoke, VA | Lincoln, NE | SEC-registered investment adviser |
| Brown Edwards Wealth Strategies | Roanoke, VA | Lynchburg, VA | SEC-registered investment adviser |
| Capital Advisor Network | Roanoke, VA | Lafayette, IN | SEC-registered investment adviser |
| Cary Street Partners | Roanoke, VA | Richmond, VA | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Roanoke, VA | Cleveland, OH | SEC-registered investment adviser |
| CL Wealth Management LLC | Salem, VA | Schaumburg, IL | SEC-registered investment adviser |
| Clearstead; Clearstead Advisory Solutions | Roanoke, VA | Cleveland, OH | SEC-registered investment adviser |
| Concord Wealth Partners | Roanoke, VA | Abingdon, VA | SEC-registered investment adviser |
| Creekmur Asset Management, LLC | Roanoke, VA | Morton, IL | SEC-registered investment adviser |
| Davenport & Company LLC | Roanoke, VA | Richmond, VA | SEC-registered investment adviser |
| ESI Financial Advisors | Roanoke, VA | Montpelier, VT | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Roanoke, VA | Englewood, CO | SEC-registered investment adviser |
| Gradient Advisors, LLC | Roanoke, VA | Arden Hills, MN | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Roanoke, VA | Berwyn, PA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Roanoake, VA | Springfield, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Roanoke, VA | Charlotte, NC | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Roanoke, VA | Waltham, MA | SEC-registered investment adviser |
| Level Four Advisory Services | Roanoke, VA | Dallas, TX | SEC-registered investment adviser |
| Lombard Advisers Incorporated | Hardy, VA | Baltimore, MD | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Roanoke, VA | San Diego, CA | SEC-registered investment adviser |
| Martin Wealth Solutions | Roanoke, VA | Christiansburg, VA | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Roanoke, VA | Omaha, NE | SEC-registered investment adviser |
| Portfolio Design Services, LLC | Roanoke, VA | River Falls, WI | SEC-registered investment adviser |
| Sequent Planning, LLC | Salem, VA | Omaha, NE | SEC-registered investment adviser |
| Sollinda Capital Management LLC | Roanoke, VA | Miami, FL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Roanoke, VA, headquartered elsewhere. https://advisorcensus.com/advisors/va/roanoke/branch-offices https://advisorcensus.com/advisors/va/roanoke/branch-offices