Data / Investment advisers / Virginia / Virginia Beach
Investment advisers in Virginia Beach, VA: 20 firms, $12 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
20 investment advisers have their main office in Virginia Beach, Virginia: 19 SEC registered and 1 exempt reporting. The registered advisers report $12 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is The Ascent Group, LLC with $4.8 billion.
The request: Every investment adviser in Virginia Beach, Virginia with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 20Advisers
- 19SEC registered
- 1Exempt reporting
- $12 billionTotal AUM
- 19Advisers over $100 million
- 2Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| The Ascent Group, LLC | Virginia Beach | $4.76 billion | 8,449 | 44 | Not listed | (757) 499-8300 | aleragroup.com | adviserinfo.sec.gov |
| Financial Security Advisory Inc | Virginia Beach | $1.95 billion | 3,393 | 37 | Not listed | (757) 431-1414 | gofsg.com | adviserinfo.sec.gov |
| Gratus Wealth Advisors LLC | Virginia Beach | $822.2 million | 1,142 | 9 | Not listed | (757) 909-5500 | gratuswealthadvisors.com | adviserinfo.sec.gov |
| Compton Wealth Advisory Group, LLC | Virginia Beach | $800.3 million | 505 | 10 | Not listed | (757) 351-0741 | comptonwealth.com | adviserinfo.sec.gov |
| Beacon Harbor Wealth Advisors | Virginia Beach | $608.3 million | 1,529 | 8 | Not listed | (757) 644-4545 | beaconharborwealth.com | adviserinfo.sec.gov |
| Bellars Harris Wealth Management | Virginia Beach | $505.4 million | 1,496 | 8 | Not listed | (757) 704-4200 | bellarsharriswealth.com | adviserinfo.sec.gov |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | 399 | 4 | Not listed | (757) 963-1823 | vwmg.net | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 7 | 10 | 9 | (757) 491-1200 | vantageconsultinggroup.com | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | 454 | 9 | Not listed | (757) 463-7600 | investspectrum.com | adviserinfo.sec.gov |
| Altura Wealth Advisors | Virginia Beach | $234.9 million | 898 | 6 | Not listed | (757) 834-7606 | alturawealth.com | adviserinfo.sec.gov |
| Bay Capital Advisors, LLC | Virginia Beach | $228.3 million | 615 | 5 | Not listed | (757) 816-0967 | adviserinfo.sec.gov | |
| Wealthtrak Advisors | Virginia Beach | $214.3 million | 780 | 5 | Not listed | (757) 523-1250 | weathtrkadvisors.com | adviserinfo.sec.gov |
| Cook Financial Designs, Inc. | Virginia Beach | $172.4 million | 567 | 1 | Not listed | (757) 498-4810 | adviserinfo.sec.gov | |
| Jjsa Advisors, LTD. | Virginia Beach | $154.3 million | 587 | 2 | Not listed | (757) 473-0004 | jjsadvisors.com | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | $148.2 million | 1 | 2 | Not listed | (757) 463-7600 | hundredfoldadvisors.com | adviserinfo.sec.gov |
| October Effect LTD. | Virginia Beach | $145.6 million | 597 | 4 | Not listed | (757) 390-3341 | financialplanning-vab.com | adviserinfo.sec.gov |
| Forefront Asset Management, LLC | Virginia Beach | $136.9 million | 781 | 4 | Not listed | (757) 222-1880 | forefrontam.com | adviserinfo.sec.gov |
| Harborpoint Wealth Partners | Virginia Beach | $136.4 million | 643 | 5 | Not listed | (757) 314-4638 | hendersonfg.com | adviserinfo.sec.gov |
| Apforia | Virginia Beach | $101.9 million | 1,228 | 19 | Not listed | (757) 752-8055 | adviserinfo.sec.gov | |
| Ecp Management III, LLC | Virginia Beach | Not listed | Not listed | Not listed | 1 | (757) 437-3000 | envestcap.com | adviserinfo.sec.gov |
Advisers in Virginia Beach that manage private funds
2 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Vantage Consulting Group Inc | Virginia Beach | VA | 9 | Not listed | 4 | 1 | Not listed | $254.5 million | $246.3 million | adviserinfo.sec.gov |
| Ecp Management III, LLC | Virginia Beach | VA | 1 | Not listed | 1 | Not listed | Not listed | $286 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.