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Fidelon
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Market Standing · 2026

The most transparent firms in Virginia Beach-Chesapeake-Norfolk.

114 scored firmsTop 5 recognizedfidelon.com/markets/virginia-beach-chesapeake-norfolk-va-nc
1IA-only—92.7Arank within Top 5; below the 80 standard
2IA-only—91Arank within Top 5; below the 80 standard
3
Wealth Planning
CRD 116045
IA-only$6.3M91ARecognized · Top 5
4IA-only—91Arank within Top 5; below the 80 standard
5IA-only—91Arank within Top 5; below the 80 standard
6IA-only—91A—
7IA-only—91A—
8IA-only—91A—
9IA-only$21M90.9A—
10IA-only$670K90.8A—
11IA-only—90.8A—
12IA-only$8M90.7A—
13IA-only$45M90.7A—
14
Apforia
CRD 327176
IA-only$102M90.7A—
15IA-only—90.6A—
16IA-only$152M90.6A—
17IA-only$7.6M90.5A—
18IA-only—90.2A—
19IA-only$20.2M90.1A—
20IA-only$326M89.9A—
21IA-only$5.5M89.6A—
22IA-only$137M89.4A—
23
Korving &
CRD 152095
IA-only$138M89.3A—
24IA-only$60.5M89.3A—
25
Mfb Investments
CRD 164569
IA-only—89.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Virginia Beach-Chesapeake-Norfolk

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    RONALD ALLAN WRIGHT
    ADVANTAGE INVESTING, INC. · Chesapeake, VA
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  2. 2
    MICHAEL BENJAMIN BROADHURST
    HERITAGE WEALTH MANAGEMENT GROUP, LTD · Norfolk, VA
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  3. 3
    LYNNE MYERS MALLORY
    EDGEWATER ASSET MANAGEMENT · Virginia Beach, VA
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  4. 4
    Roy Henry Rechkemmer
    BACK BAY ADVISORS, LLC · Virginia Beach, VA
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  5. 5
    THOMAS ALLEN LUKIC
    SANDPIPER CAPITAL, LLC · Norfolk, VA
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  6. 6
    DAVID RYDER KENERSON JR
    VIRGINIA GLOBAL ASSET MANAGEMENT, LLC · Norfolk, VA
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  7. 7
    KARRIE ANN THOMAS
    NAUTILUS FINANCIAL GROUP, INC. · Virginia Beach, VA
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  8. 8
    Brad Alan Harris
    BELLARS HARRIS WEALTH MANAGEMENT · Virginia Beach, VA
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  9. 9
    JEREMY WAYNE INGRAM
    BEACON HARBOR WEALTH ADVISORS · Virginia Beach, VA
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  10. 10
    MARY ELLEN TOMLIN
    TOMLIN FINANCIAL ADVISORS, INC. · Norfolk, VA
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All financial advisors in Virginia BeachFinancial advisory firms in Virginia Beach