Company lists · Data refreshed September 2026

Top 17 Investment firms based in Virginia Beach, United States

RevenueBase identified 33 investment firms headquartered in Virginia Beach, United States as of September 2026 and tracks 216 professional contacts across them, including 86 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Virginia Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
33Companies
216Contacts tracked
86Verified emails
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The 17 largest investment firms based in Virginia Beach, United States

Ranked by team size
Top 17 of 33 investment firms based in Virginia Beach, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Financial SecurityStrong evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 202651-20031

“Founded in 1997, Financial Security is a team of highly experienced financial planners and investment advisors who understand the importance of helping clients achieve financial…”

Source: company website · checked Sep 4, 2026
2Virginia Beach, VA, United StatesHQ checked Sep 4, 202651-20026

“The Frieden Agency began operating in 1928.”

Source: company website · checked Sep 4, 2026
3
Spectrum Financial, INCIndirect evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 202611-5017

“Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc.(Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold…”

Source: company website · checked Sep 4, 2026
4Virginia Beach, VA, United StatesHQ checked Sep 4, 202611-5015

“Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm.”

Source: company website · checked Sep 4, 2026
5
Virginia Asset GroupIndirect evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 202611-5011

“Virginia Asset Group was founded in 2004 on the principle that every client’s aspiration matters.”

Source: company website · checked Sep 4, 2026
6
Clarke Financial ManagementIndirect evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-108

“Clarke Financial Management (CFM) is a financial services firm that provides financial solutions to individuals, entrepreneurs, medical professionals, military personnel…”

Source: company website · checked Sep 4, 2026
7
FOX Three PartnersStrong evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-108

“Fox Three Partners is an operationally-focused private investment and consulting firm that takes a long-term approach to acquiring, growing and taking an active investor role in…”

Source: company website · checked Sep 4, 2026
8
Wealth AvenueIndirect evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 202611-505

“Our name, Wealth Avenue, was chosen with intention.”

Source: company website · checked Sep 4, 2026
9Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-105

“Henderson Financial Group, LLC provides personalized financial, investment and insurance advice to retirees, business owners, and professionals.”

Source: company website · checked Sep 4, 2026
10Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-105

“Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting clients first and to disregard…”

Source: company website · checked Sep 4, 2026
11Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-104

“The Opus Group of Virginia is an independent wealth management firm working with businesses, families and individuals.”

Source: company website · checked Sep 4, 2026
12
Gratus Wealth AdvisorsIndirect evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-104
Source: company website · checked Sep 4, 2026
13Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-103
Source: company website · checked Sep 4, 2026
14Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-103

“We serve our clients from across the country with their financial matters.”

Source: company website · checked Sep 4, 2026
15
Jarver FinancialStrong evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 202611-501

Investment Advice & Management”

Source: company website · checked Sep 4, 2026
16
Stag Rock, LLCStrong evidence
Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-101

“Stag Rock LLC is a registered investment advisory firm based in Virginia Beach, Virginia.”

Source: company website · checked Sep 4, 2026
17Virginia Beach, VA, United StatesHQ checked Sep 4, 20261-101

“We are FOCUS Asset Management Company.”

Source: company website · checked Sep 4, 2026

Showing 17 of 33 investment firms based in Virginia Beach, United States

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Investment firms based in Virginia Beach, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
23
11-50
6
51-200
4

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Virginia Beach, over 33 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Virginia Beach, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Virginia Beach are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 86 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Virginia Beach, United States?

RevenueBase identified 33 investment firms headquartered in Virginia Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Financial Security, headquartered in Virginia Beach, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 86 verified decision-maker contacts tracked across these 33 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.