AdvisorCensus / Financial advisors / Virginia / Virginia Beach, VA / Branch offices
Advisory firms with an office in Virginia Beach, VA, headquartered elsewhere
47 investment advisory firms with a principal office outside the Virginia Beach, 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 |
|---|---|---|---|
| Advisory Alpha, LLC | Norfolk, VA | Holland, MI | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Virginia Beach, VA | Deerfield, IL | SEC-registered investment adviser |
| Apella Wealth | Williamsburg, VA | West Hartford, CT | SEC-registered investment adviser |
| Bison Wealth, LLC | Virginia Beach, VA | Atlanta, GA | SEC-registered investment adviser |
| Brown Advisory | Norfolk, VA | Baltimore, MD | SEC-registered investment adviser |
| Brown Edwards Wealth Strategies | Newport News, VA | Lynchburg, VA | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Virginia Beach, VA | Fairfield, IA | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Suffolk, VA | Glen Allen, VA | SEC-registered investment adviser |
| Carlson Financial | Virginia Beach, VA | Topeka, KS | SEC-registered investment adviser |
| Cary Street Partners | Virginia Beach, VA | Richmond, VA | SEC-registered investment adviser |
| Cerity Partners LLC | Norfolk, VA | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Norfolk, VA | New York, NY | SEC-registered investment adviser |
| Choreo, LLC | Virginia Beach, VA | Rockford, IL | SEC-registered investment adviser |
| Clearstead; Clearstead Advisory Solutions | Norfolk, VA | Cleveland, OH | SEC-registered investment adviser |
| Colonial River Wealth Management LLC | Newport News, VA | Midlothian, VA | SEC-registered investment adviser |
| Corecap Advisors | Virginia Beach, VA | Southfield, MI | SEC-registered investment adviser |
| Covenant Wealth Advisors | Williamsburg, VA | Richmond, VA | SEC-registered investment adviser |
| Creative Planning | Virginia Beach, VA | Overland Park, KS | SEC-registered investment adviser |
| Davenport & Company LLC | Newport News, VA | Richmond, VA | SEC-registered investment adviser |
| Evermay Wealth Management, LLC | Virginia Beach, VA | Arlington, VA | SEC-registered investment adviser |
| First Command Advisory Services | Chesapeake, VA | Fort Worth, TX | SEC-registered investment adviser |
| Gradient Advisors, LLC | Chesapeake, VA | Arden Hills, MN | SEC-registered investment adviser |
| Horter Investment Management, LLC | Virginia Beach, VA | Cincinnati, OH | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Chesapeake, VA | Charlotte, NC | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Chesapeake, VA | Waltham, MA | SEC-registered investment adviser |
| Interactive Financial Advisors | Newport News, VA | New Lenox, IL | SEC-registered investment adviser |
| Lebenthal Global Advisors, LLC | Norfolk, VA | Hauppauge, NY | SEC-registered investment adviser |
| Level Four Advisory Services | Williamsburg, VA | Dallas, TX | SEC-registered investment adviser |
| Lombard Advisers Incorporated | Newport News, VA | Baltimore, MD | SEC-registered investment adviser |
| MMA Securities LLC | Virginia Beach, VA | New York, NY | SEC-registered investment adviser |
| Navy Federal Investment Services, LLC | Chesapeake, VA | Vienna, VA | SEC-registered investment adviser |
| Pbmares Wealth Management LLC | Newport News, VA | Fairfax, VA | SEC-registered investment adviser |
| Primerica Advisors | Williamsburg, VA | Duluth, GA | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Norfolk, VA | Dallas, TX | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Suffolk, VA | Saint Petersburg, FL | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Williamsburg, VA | Miami, FL | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Norfolk, VA | Akron, OH | SEC-registered investment adviser |
| Sowell Management | Williamsburg, VA | North Little Rock, AR | SEC-registered investment adviser |
| Spark Financial Advisors | Williamsburg, VA | Richmond, VA | SEC-registered investment adviser |
| Sterling Capital Management LLC | Virginia Beach, VA | Charlotte, NC | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Chesapeake, VA | Stamford, CT | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | Norfolk, VA | Beachwood, OH | SEC-registered investment adviser |
| TLG Advisors, Inc. | Norfolk, VA | Summit, NJ | SEC-registered investment adviser |
| Truist Advisory Services, Inc. | Richmond, VA | Atlanta, GA | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Virginia Beach, VA | Scottsdale, AZ | SEC-registered investment adviser |
| Waterloo Capital | Williamsburg, VA | Austin, TX | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Virginia Beach, VA | Plymouth, MN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Virginia Beach, VA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wellth Advisory Services, LLC | Williamsburg, VA | 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 Virginia Beach, VA, headquartered elsewhere. https://advisorcensus.com/advisors/va/virginia-beach/branch-offices https://advisorcensus.com/advisors/va/virginia-beach/branch-offices