1006 Visual Arts Bldg Norfolk Va 23529 United States
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Finding a Superlative Financial Advisor Firm in Norfolk, Virginia
If you're in need of a fiscal advisor, it tin exist hard to know which ones are best suited to assistance you. SmartAsset streamlined the search process by compiling this list of the pinnacle advisor firms in Norfolk, Virginia. Our experts dug through company records and U.Southward. Securities and Exchange Commission (SEC) filings to find the top firms in the city, along with crucial details like their fees, minimums and investment approaches. If you're all the same unsure of whom to work with, SmartAsset's fiscal advisor matching tool can connect you lot with up to three options in your area.
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| Rank | Fiscal Advisor | Assets Managed | Minimum Assets | Financial Services | More Data |
|---|---|---|---|---|---|
| 1 | Wilbanks, Smith & Thomas Nugget Management, LLC  Notice an Advisor Read Review | $iv,014,207,769 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
|
| 2 | Brown Advisory  Notice an Advisor Read Review | $seven,694,508,273 | $5,000,000 |
| Minimum Assets$5,000,000Financial Services
|
| iii | Palladium Registered Investment Advisors  Find an Counselor Read Review | $ii,788,511,211 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
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| four | Courage Miller Partners, LLC  Notice an Counselor Read Review | $347,066,517 | No fix account minimum |
| Minimum AvailsNo set account minimumFinancial Services
|
| 5 | Wealthway Financial Advisors  Find an Counselor Read Review | $165,321,000 | $500,000 |
| Minimum Assets$500,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Norfolk, we commencement identified all firms registered with the SEC in the city. Side by side, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that take disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUM
Firms with more total assets under direction are ranked higher.
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Private Client Count
Firms who serve more than individual clients (every bit opposed to institutional clients) are ranked higher.
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Clients Per Advisor
Firms with a lower ratio of clients per fiscal advisor are ranked higher.
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Age of Firm
Firms that have been in concern longer are ranked college.
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Fee Construction
Firms with a fee-only (as opposed to fee-based) compensation construction are ranked higher.
All data is authentic equally of the writing of this article. This list may include firms that have a business organisation relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the higher up criteria.
Wilbanks, Smith & Thomas Asset Management
Next on our list is Wilbanks, Smith & Thomas Nugget Management, which boasts the largest customer base of any firm on this list by a large margin. The firm's clients include non-high-internet-worth individuals, high-net-worth individuals, investment companies, pooled investment vehicles, pension plans, charitable organizations, government entities, businesses and more.
The firm's list of advisory certifications is quite extensive. Among the firm'southward advisors are certifications such every bit chartered financial annotator (CFA), certified financial planner (CFP), certified investment management analyst (CIMA), accredited investment fiduciary (AIF), chartered market technician (CMT) and more.
You'll need at least $1 one thousand thousand in investable assets to go a client of this fee-merely house. Notwithstanding, this stipulation is waivable under certain circumstances.
Wilbanks, Smith & Thomas Asset Management Background
Wilbanks, Smith & Thomas Nugget Direction is the oldest firm on our list, having get-go opened for business dorsum in 1990. Ownership of the firm is split between 1 employee and two separate companies: managing master Wayne Wilbanks, Thomas Investment Properties, LLC and Rosemont.
This firm specializes in investment management services, which information technology unremarkably provides on a discretionary basis, although non-discretionary management is too available. The business firm also focuses on wealth management, which is a more broad offer that includes investment management every bit well as general fiscal planning, retirement planning and cash menstruation planning.
Wilbanks, Smith & Thomas Asset Management Investment Philosophy
Wilbanks, Smith & Thomas Nugget Management generally approaches each client portfolio with a goal of diversifying amid several asset classes. Advisors reach this goal by investing in a mix of substitution-traded funds (ETFs), mutual funds and individual stocks and bonds.
The business firm too relies on strategies fueled by quantitative research and modeling performed by a division of the firm known as WST Capital letter Management. Based on a given client's take chances tolerance, investment objectives and other specific factors, the house will choose the strategy and asset allocation that makes the most sense.
Brown Advisory
Upward next on our Norfolk list is Brown Advisory, besides known as Signature Family Wealth Advisors. This firm has been in business concern for more than 25 years. The firm is rather exclusive, as you'll need at to the lowest degree $5 1000000 in investable assets to become a client.
As a result of the above minimum requirement, Brown Advisory's client base is comprised nigh entirely of loftier-net-worth individuals. It likewise works with some individuals below the high-net-worth level, too as pooled investment vehicles and charitable organizations.
This fee-but firm employs one of the largest advisory staffs of whatsoever firm on this list. Across this squad, there are certifications such as certified fiscal planner (CFP), chartered financial analyst (CFA) and certified public accountant (CPA).
Chocolate-brown Advisory Background
Founded in 1994, the firm is a wholly owned subsidiary of Chocolate-brown Advisory Incorporated, which is a Maryland-based holding visitor. The business firm offers a adequately broad range of services to its clients, including investment management, strategic planning and family governance, cash management, income tax organization, hazard management, estate planning, wealth transfer planning and philanthropic planning.
Brown Advisory Investment Philosophy
Brown Advisory generally takes a long-term approach to investing, which it defines as more than than ten years. The firm may blend active and passive strategies within a portfolio, seeking fund managers that accept demonstrated success, also as passive exchange-traded funds (ETFs) and index funds that provide exposure to many different asset classes, industry sectors and markets.
The business firm manages risk in clients' portfolios through diversification, ensuring that each portfolio represents investments from across the globe. Co-ordinate to the firm's Form ADV, "[W]eastward are willing to cede on the upside in society to protect the downside."
Palladium Registered Investment Advisors
Palladium Registered Investment Advisors is one of only a couple firms on this listing that doesn't impose any sort of account minimum for incoming clients. The vast majority of this fee-simply business firm's client base is carve up fairly evenly betwixt individuals with and without a loftier net worth. The business firm also regularly works with businesses, retirement plans and charitable organizations.
Palladium employs a sizable team of financial advisors. When it comes to their certifications, the house boasts certified financial planners (CFPs), chartered financial analysts (CFAs), chartered investment counselors (CICs) and others.
Palladium Registered Investment Advisors Groundwork
Palladium Registered Investment Advisors was established in 2008. Today, the business firm is independently owned and operated.
Palladium primarily provides its clients with investment management services on a discretionary footing. Additionally, the firm offers consulting services to both informational and not-advisory clients, and these services can cover bug such as gamble management, financial planning, forecasting and other full general financial concerns.
Palladium Registered Investment Advisors Investment Philosophy
When managing clients' portfolios, Palladium Registered Investment Advisors typically invests in some combination of stocks, bonds, exchange-traded funds (ETFs), common funds, cash/greenbacks equivalents and options. If appropriate for the client'south personal situation, the firm may also invest in alternative investments similar hedge funds, real estate, private equity, promissory notes or venture uppercase.
Palladium selects private equities for inclusion in client portfolios, with an centre toward both value and diversification. Advisors reach the latter past assembling a collection of equities that match the size and sector distribution of the S&P 500. In other words, advisors ensure that every portfolio includes stocks that represent companies of many capitalizations and industries.
Backbone Miller Partners
Backbone Miller Partners is the next firm on our list, and it is a fee-only operation. This means that all of its compensation comes from client-paid fees rather than third-party sales commissions.
This firm works primarily with not-loftier-cyberspace-worth individuals. However, it also maintains informational relationships with high-net-worth individuals, retirement plans and charitable organizations. There is no stated minimum account size needed to become a client of the firm.
Courage Miller's advisory team boasts a handful certifications. These include the certified fiscal planner (CFP), certified investment management annotator (CIMA), chartered life underwriter (CLU), accredited investment fiduciary (AIF) and certified private wealth counselor (CPWA) designations.
Backbone Miller Partners Background
Courage Miller Partners opened up shop in August of 2008. It's currently owned by one of its founders, Ralph Courage. Courage currently serves equally both managing fellow member and main compliance officer (CCO).
Investment management is the primary service offer at this firm. To the extent that a customer explicitly requests it, the firm will as well provide financial planning and related consulting services. Investment management at Courage Miller comes in both discretionary and non-discretionary variations.
Courage Miller Partners Investment Philosophy
Courage Miller Partners usually constructs client portfolios with a fairly standard combination of securities, including individual equities, bonds and other fixed-income instruments, mutual funds and exchange-traded funds (ETFs). The firm employs a range of methods when analyzing these investments, including technical analysis, cyclical analysis, central assay and charting.
Technical and cyclical analysis both involve attempts to find trends in historical price and volume data. However, the latter does so explicitly in the context of the business cycle. On the other hand, key analysis is a method of analyzing a company or fund's principal fiscal metrics, besides as the overall economy, in an attempt to give it a valuation. This can then be used to uncover securities that the marketplace is either over- or nether-valuing. Charting is a data visualization practice that helps to better identify trends.
Wealthway Financial Advisors
Rounding out our list is Wealthway Financial Advisors, which is a fee-only house. Equally a result, advisors who work here don't earn commissions are aren't discipline to that potential conflict of interest.
This firm has grown to serve a large group of clients since its founding over two decades ago. Autonomously from a handful of businesses, the business firm'southward client base of operations is dissever between non-high-internet-worth individuals and high-net-worth individuals. To become a client, you'll need to come across the business firm'south minimum account size of $500,000, though this requirement can exist contradistinct.
Wealthway Financial Advisors Background
Daniel C. Bunting founded Bunting Capital Direction, the predecessor business firm to Wealthway Fiscal Advisors, in 1995. In 2015, though, Bunting sold the firm to its current primary possessor, Kevin J. Zywna. The firm adopted its current proper noun in 2018.
Wealthway has a wide array of financial planning services, such as cash flow analysis, revenue enhancement assay, net worth review, estate planning, investment review, retirement planning and more. The firm also offers investment management.
Wealthway Financial Advisors Investment Philosophy
Wealthway Financial Advisors seeks to tailor the asset allocation of each client's portfolio to that client'south timeline to retirement, investment objectives, condolement with risk, liquidity needs and other important factors. To construct such a plan, the house will typically use a combination of mutual funds, commutation-traded funds and separately managed accounts (SMAs).
Ofttimes, the firm volition human action as a manager of managers, allocating client avails among a drove of third-party money managers. When doing so, the firm volition rely on the tenets of modern portfolio theory (MPT) to optimize the residual between take chances and render.
Source: https://smartasset.com/financial-advisor/norfolk-va-top-financial-advisors
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