Company lists · Data refreshed September 2026

Top 22 Personal financial advisors based in Virginia Beach, United States

Name: Personal financial advisors based in Virginia Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 48 companies tracked

RevenueBase identified 48 company matches for personal financial advisors associated with Virginia Beach, United States as of September 2026 and tracks 257 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Virginia Beach has 48.

This list covers company matches for personal financial advisors associated with Virginia Beach, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

48Companies

257Contacts tracked

100Verified emails

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The 22 largest personal financial advisors based in Virginia Beach, United States

Ranked by team size

Top 22 of 48 company matches for personal financial advisors based in Virginia Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Financial Security	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	51-200	31 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Frieden Agency Frieden Wealth Management	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	51-200	26 contacts →
	Exact match “The Frieden Agency began operating in 1928.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Summit Group Of Virginia, An Alera Group Company	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	The Braun Agency INC	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Richard Braun entered the financial services industry in 1995 with a passion for creating and protecting financial freedom for himself and his clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Virginia Asset Group	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Virginia Asset Group was founded in 2004 on the principle that every client’s aspiration matters.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Clarke Financial Management	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Clarke Financial Management (CFM) is a financial services firm that provides financial solutions to individuals, entrepreneurs, medical professionals, military personnel…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Blue Legacy Advisors	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Blue Legacy Advisors it is our duty and responsibility to act in the best interest of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Wealth Avenue	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Our name, Wealth Avenue, was chosen with intention.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	BAY Capital Advisors	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are a fee only Registered Investment Advisory (RIA) firm and our objective is to help you achieve your goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Henderson Financial Group, LLC	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Henderson Financial Group, LLC provides personalized financial, investment and insurance advice to retirees, business owners, and professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Legacy Planning Alliance, INC	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Summit Group 401k Consulting, An Alera Group Company	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Gratus Wealth Advisors	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The Opus Group Of Virginia, LLC	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The Opus Group of Virginia is an independent wealth management firm working with businesses, families and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Beacon Harbor Wealth Advisors	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Bellars Harris Wealth Management	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We serve our clients from across the country with their financial matters.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Stages Planning Group, LLC	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Stages Planning Group, LLC is Registered Investment Adviser.* We help businesses, families and individuals make smart choices about money, starting and focusing on our clients'…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Dominion Financial Solutions	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Dominion Financial Solutions is a comprehensive financial services organization serving Virginia Beach and Atlanta, dedicated to enhancing the long-term financial goals of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Jarver Financial	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Investment Advice & Management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Mission Critical Financial Planning International	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Mission Critical Financial Planning International acts as a fiduciary,(we put your interests first), advising you to take actions to hit your stated goals within your budget and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Focus Asset Management Company	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are FOCUS Asset Management Company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Hough Johnson, Clu, Chfc, Aep, Cepa	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “As a successful Entrepreneur, you know how to seize opportunities to gain the competitive edge.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 22 of 48 personal financial advisors based in Virginia Beach, United States

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Personal financial advisors based in Virginia Beach, United States at a glance

As of Sep 20, 2026

38.9%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Virginia Beach, so it is reported there. Company counts and contact totals on this page are exact for Virginia Beach, over 48 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Virginia Beach, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 100 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Virginia Beach, United States?

RevenueBase identified 48 company matches for personal financial advisors associated with Virginia Beach, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Financial Security tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Virginia Beach has 48.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 100 professional contacts with verified work emails tracked across these 48 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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.