Finding a Top Financial Advisor Firm in Roanoke, Virginia
In an effort to help Roanoke, Virginia residents find a suitable financial advisor in their area, the experts at SmartAsset compiled this list of the top firms in the city. You can review crucial details about each firm, like their advisory certifications, services, account minimums, investment strategies and more. Try using SmartAsset's free advisor matching tool to get connected with advisors who serve your area.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Taylor Financial Group, Inc.  Find an Advisor | $364,966,550 | $250,000 |
| Minimum Assets$250,000Financial Services
|
| 2 | Beacon Wealth Consultants, Inc.  Find an Advisor | $203,842,051 | $50,000 |
| Minimum Assets$50,000Financial Services
|
| 3 | PeakValley Wealth, LLC  Find an Advisor | $107,339,000 | No minimum |
| Minimum AssetsNo minimumFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Roanoke, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
-
![]()
AUMFirms with more total assets under management are ranked higher. -
![]()
Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
![]()
Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
![]()
Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Taylor Financial Group
Taylor Financial Group is a fee-only firm, which means all of its earnings come from the fees that clients pay. It works with both high net worth and non-high-net-worth individuals, as well as charities and businesses.
Clients are required to maintain at least $250,000 in investable assets in order to work with the firm. But Taylor Financial reserves the right to waive this minimum requirement.
This firm offers investment management, as well as financial planning services. The latter includes asset protection planning, estate and trust planning, retirement planning, philanthropic gift planning and tax planning.
Taylor Financial Group provides portfolio management services through its own wrap fee program. Investment strategies vary from client to client depending on their risk tolerance, time horizon, financial needs and ultimate goals. However, advisors may also use one of many model portfolios to invest assets for clients.
When determining which securities will occupy a spot in your portfolio, the firm uses fundamental, technical and cyclical analysis. However, the firm typically invests in mutual funds, exchange-traded funds (ETFs), equities, corporate debt securities, municipal securities and U.S. government securities.
Beacon Wealth Consultants
Beacon Wealth Consultants works with a wide range of clients, including a majority that does not have a high net worth. It also works with high-net-worth individuals, retirement plans, charitable organizations and businesses.
As a fee-only firm, advisors at Beacon Wealth Consultants do not earn commissions from the sale of financial products to clients. To work with Beacon, you'll need at least $50,000 in investable assets, though the firm may be willing to waive this minimum.
Beacon provides its clients with both portfolio management and financial planning services. It also provides LightPoint Portfolio Solutions to investment professionals.
The firm says in its brochure that it works with clients to provide individualized and tailored investment services and strategies. This process involves meeting with clients to determine their financial situations and investment objectives. Advisors can then use this information to allocate client assets effectively. Advisors may invest client assets in a number of model portfolios and programs.
There are a range of different tiers of investment strategies at Beacon, ranging from conservative to more aggressive growth. Advisors may use a wide variety of investment securities.
PeakValley Wealth
PeakValley Wealth (PVW) is a fee-based advisory firm that serves both non-high-net-worth and high-net-worth individuals, as well as charities, corporations, trusts and estates.
PVW says in its brochure that clients are not required to have a minimum balance to open an account. However, it charges investment management fees as a percentage of assets under management.
The firm uses a tiered, or blended, schedule where different portions of a portfolio are billed at different rates. Fees range from 1.20% annually on the first $1 million down to 0.60% on assets above $3 million, with quarterly charges applied accordingly.
PVW says that it designs client investment strategies based on the objectives discussed during consultations. Clients may update those objectives at any time.
A risk tolerance questionnaire or similar form is used to document goals and preferred strategy. Approaches may include long-term or short-term purchases and trading, among others.
The firm uses fundamental, technical and cyclical analysis to evaluate securities. Fundamental analysis reviews company data such as revenues, earnings, return on equity and profit margins when assessing value and growth potential. Technical analysis looks at past prices and trading volume, and cyclical analysis considers market cycles.
