Verified · Virginia Beach

Trusted Financial Advisors in Virginia Beach, VA

Trust matters when you're inviting a pro into your home or business. These financial advisors in Virginia Beach have earned it through hundreds of verified reviews.

As of July 2026, RatingsNearMe ranks 20 financial advisors in Virginia Beach, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Jarver Financial with a 5.0-star rating from 242 Google reviews and an RNM Score of 88/100. Also in the top tier: First Command Financial Advisor - Heather McKinstry and FFA Wealth. The average rating across all listed financial advisors in Virginia Beach is 5 stars from 21 reviews per business on average.

Financial advisors in Virginia Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

PeaceLink Financial Planning LLC

PeaceLink Financial Planning LLC is the best overall because it consistently ranks highest among Virginia Beach financial advisors for its personalized service and comprehensive planning.

Most Reviewed

Blue Legacy Advisors

A high number of reviews indicates consistent client satisfaction and a verified track record, making it easier to trust the advisor's expertise.

When choosing a financial advisor in Virginia Beach, verify their fiduciary status, fee structure, and areas of specialization to ensure they align with your financial goals.

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Local Market Snapshot

20

Businesses listed

5★

Avg rating

21

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(242 reviews)

5.0 stars from over 240 reviews highlights this trusted Virginia Beach financial advisor.

780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452, USA
5.0(29 reviews)

Trusted by clients with a perfect 5.0-star rating from 29 reviews.

780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA
4.9(26 reviews)

Earned a 4.9-star rating from 26 reviews for trusted financial guidance.

3704 Pacific Ave #200, Virginia Beach, VA 23451, USA

Financial Advisors Rankings in Virginia Beach, VA

#BusinessRatingReviews
#1Jarver Financial780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452, USA5.0242
#2First Command Financial Advisor - Heather McKinstry780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA5.029
#3FFA Wealth3704 Pacific Ave #200, Virginia Beach, VA 23451, USA4.926
#4First Command Financial Advisor - Zack Nelson, RICP®780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA5.022
#5David Calliott, CFP Financial Advisor: Davenport & Company477 Viking Dr Suite 200, Virginia Beach, VA 23452, USA5.017
#6Kenneth Porter & Company, Ltd.575 Lynnhaven Pkwy # 260, Virginia Beach, VA 23452, USA5.016
#7Dominion Financial Solutions2809 S Lynnhaven Rd STE 160, Virginia Beach, VA 23452, USA4.910
#8Financial Security Group477 Viking Dr Suite 305, Virginia Beach, VA 23452, USA5.04
#9Virginia Asset Group607 Lynnhaven Pkwy, Virginia Beach, VA 23452, USA5.03
#10Envision Wealth Management1 Columbus Ctr #800, Virginia Beach, VA 23462, USA5.02

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Virginia Beach

4
5.0· 22 reviews

Earns exceptional 5.0-star ratings from over 20 local client reviews.

780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA

5
5.0· 17 reviews

Trusted by clients with a perfect 5.0-star rating across 17 reviews in Virginia Beach.

477 Viking Dr Suite 200, Virginia Beach, VA 23452, USA

6
5.0· 16 reviews

Exceptional 5.0-star rating from 16 Google reviews in Virginia Beach.

575 Lynnhaven Pkwy # 260, Virginia Beach, VA 23452, USA

7
4.9· 10 reviews

Earned a flawless 4.9-star rating from 10 Google reviews.

2809 S Lynnhaven Rd STE 160, Virginia Beach, VA 23452, USA

8
5.0· 4 reviews

5.0 stars from 4 Google reviews, reflecting strong local client satisfaction.

477 Viking Dr Suite 305, Virginia Beach, VA 23452, USA

9
5.0· 3 reviews

Trusted financial advisor with a perfect 5.0★ rating from 3 Google reviews.

607 Lynnhaven Pkwy, Virginia Beach, VA 23452, USA

10
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, this Virginia Beach financial advisor is highly regarded.

1 Columbus Ctr #800, Virginia Beach, VA 23462, USA

11
5.0· 1 reviews

Rated 5.0 stars from one Google review, this advisor offers trusted local guidance.

919 First Colonial Rd Suite C, Virginia Beach, VA 23454, USA

12
5.0· 9 reviews

5.0 stars from 9 reviews for a trusted financial advisor in Virginia Beach.

1 Columbus Ctr #1100, Virginia Beach, VA 23462, USA

13
4.8· 4 reviews

Rated 4.8 stars from 4 Google reviews, this advisor is highly regarded locally.

440 Viking Dr, Virginia Beach, VA 23452, USA

14
5.0· 3 reviews

Exceptional 5.0-star rating from 3 Google reviews in Virginia Beach.

4317 Bonney Rd, Virginia Beach, VA 23452, USA

15
5.0· 2 reviews

5.0★ rating from 2 Google reviews for a Virginia Beach financial advisor.

582 Lynnhaven Pkwy Suite 100, Virginia Beach, VA 23452, USA

16
5.0· 2 reviews

Perfect 5.0 rating from 2 Google reviews, serving Virginia Beach clients.

468 S Independence Blvd suite b-122, Virginia Beach, VA 23452, USA

17
5.0· 1 reviews

5.0-star rating from 1 Google review.

2101 Parks Ave # 800, Virginia Beach, VA 23451, USA

18
4.9· 19 reviews

Trusted advisor with a flawless 4.9-star rating from 19 reviews in Virginia Beach.

249 Central Park Ave Suite 300-216, Virginia Beach, VA 23462, USA

19
5.0· 10 reviews

Exceptional 5.0-star rating from 10 Google reviews in Virginia Beach.

249 Central Park Ave Suite 300-64, Virginia Beach, VA 23462, USA

20
5.0· 1 reviews

Rated 5.0 stars from one client review in Virginia Beach.

283 Constitution Drive, One Columbus Center, Suite 540, Virginia Beach, VA 23462, USA

Data from Google Business listings
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Financial Advisors in Virginia Beach, VA — Compared

#BusinessRNM ScoreRatingReviews
1Jarver Financial88/1005.0 ★242
2First Command Financial Advisor - Heather McKinstry77/1005.0 ★29
3FFA Wealth75/1004.9 ★26
4First Command Financial Advisor - Zack Nelson, RICP®75/1005.0 ★22
5David Calliott, CFP Financial Advisor: Davenport & Company74/1005.0 ★17
6Kenneth Porter & Company, Ltd.74/1005.0 ★16
7Dominion Financial Solutions70/1004.9 ★10
8Financial Security Group67/1005.0 ★4
9Virginia Asset Group66/1005.0 ★3
10Envision Wealth Management64/1005.0 ★2

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Virginia Beach

What is a fiduciary financial advisor and why does it matter in Virginia Beach?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Virginia Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Virginia Beach?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.

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About This Financial Advisors Directory — Virginia Beach, VA

This page lists and ranks 20 financial advisors serving Virginia Beach, VA as of July 2026. The average verified rating across all listings is 5 stars, with an average of 21 customer reviews per business. The top-ranked financial advisors in Virginia Beach by our algorithm is Jarver Financial (5.0 stars, 242 reviews). Financial advisors in Virginia Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Virginia Beach: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the VA licensing board before hiring.

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