Find Top Financial Advisors in Norfolk, Virginia

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Norfolk, Virginia
Last Updated - 18-Mar-2023

Norfolk has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 65 non-vetted advisors in your local area. These financial advisors in Norfolk, Virginia have an average of 10 years of experience.

NOTE: The list of financial advisors in Norfolk, Virginia mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Norfolk, Virginia.

Qualified Financial Advisors in Norfolk, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Nicholas Arcand
644 Independence Parkway,
Suite 300,
Chesapeake, VA 23320
4 Not Specified Not Specified Fee-Based
Emily Robbins
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Norfolk

Qualifications CRD# 6886990
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based

Office Location 644 Independence Parkway,
Suite 300,
Phone Number 757-382-4136

Nicholas Arcand is a Wealth Manager for Blackbridge Financial. Committed to making a difference in the lives of his clients, Nick uses his skills to alleviate financial stress for others. He enjoys research and analyzes the most up-to-date data to determine optimal solutions for his clients. While attending West Virginia University, Nick began working in the financial industry with his father, Kyle. He joined him full time in financial services in 2017. Nick thrives in this fast-paced financial industry and values opportunities to help clients. He holds his FINRA license series 7 and series 66 as well as his Life, Health, and Annuities licenses. Intrigued at an early age by the financial industry, Nick began investing in the stock market when he was only twelve. Through his experiences with the market fluctuations, Nick learned early in his life how to temper impulses and maintain composure despite volatility. He is naturally motivated to serve people. His background, coupled with his education has prepared him to strengthen our client relationships. He enjoys building relationships with clients while developing strategies that seeks to help them accomplish their goals. Nick lives in Suffolk, Virginia with his dog, Teagan. He has many interests, including wood working, fishing, hunting and boating. *Series 7 held through LPL Financial. Series 66 held through Independent Advisor Alliance and LPL.

About Blackbridge Financial

We seek to help you, our clients, develop a holistic plan designed to connect you with your future. Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you dont have to. We measure our success by how well you sleep at night.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location 607 Lynnhaven Parkway,
Virginia Beach,
Phone Number 757-747-2556

Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.

About Virginia Asset Group

We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgeable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Top Financial Advisor Firms in Norfolk, Virginia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
World Trade Center , 101 West Main Street, Suite 700,
Norfolk, VA 23510-1676
$7,837,531,987 1918 A percentage of AUM
Fixed fees
Performance Based
150 West Main Street , Ste 1700,
Norfolk, VA 23510
$4,970,407,163 4804 A percentage of AUM
Fixed fees
999 Waterside Drive , Suite 1000,
Norfolk, VA 23510-3320
$3,370,776,796 2579 A percentage of AUM
Hourly charges
Fixed fees
999 Waterside Drive , Suite 2300,
Norfolk, VA 23510
$1,937,887,379 161 A percentage of AUM
World Trade Center , 101 W. Main Street, Suite 720,
Norfolk, VA 23510
$417,385,735 823 A percentage of AUM
Hourly charges
Fixed fees
440 Monticello Ave, Suite 1620,
Norfolk, VA 23510
$205,380,000 552 A percentage of AUM
733 Boush Street , Suite 100,
Norfolk, VA 23510-1591
$160,102,974 530 A percentage of AUM
Hourly charges
Fixed fees
440 Monticello Avenue , Suite 1610,
Norfolk, VA 23510-2670
$129,505,775 291 A percentage of AUM
Hourly charges
101 W Main St Suite 370,
Norfolk, VA 23510
$118,584,522 102 A percentage of AUM
150 West Main Street , Suite 1700,
Norfolk, VA 23510
$42,440,875 1 A percentage of AUM

    List of Additional Advisors in Norfolk, Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Gregg Smith
    Inquire with Gregg
    520 W 21st St, Ste J2, Norfolk, VA  23517 757-626-1300
    DiFlorio Financial
    Inquire with DiFlorio
    999 Waterside Drive, Suite 1500, Norfolk, VA  23510 757-628-1815
    Judy Barrett
    Inquire with Judy
    109 E. Main Street, Suite 100, Norfolk, VA  23507 757-628-6355
    Annette Wilson
    Inquire with Annette
    7500 Granby Street, Norfolk, VA  23505 757-673-1800
    Sherry Dewar
    Inquire with Sherry
    109 E. Main Street, Suite 100, Norfolk, VA  23510 757-628-6340
    Lynn Crump
    Inquire with Lynn
    1006 Colley Avenue, Norfolk, VA  23507 757-673-1900
    Eileen K. Ertel
    Inquire with Eileen
    1 Colley Avenue, Suite 100, Norfolk, VA  23510 757-622-7301
    Michael Mars
    Inquire with Michael
    397 Little Neck Road, The 3300 Building, Suite 108, Norfolk, VA  23452 757-309-4312
    Dukes Financial LLC
    Inquire with Dukes
    400 N. Center Drive Bldg 3, Suite 212, Norfolk, VA  23502 757-233-8404
    Allstate Personal Financial Representative: Ryan Jennings
    Inquire with Allstate
    1312 E Little Creek Rd, Norfolk, VA  23518 757-847-9550
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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