Top financial advisors in Roanoke, VA
We’ve curated a list of the best financial advisors in Roanoke, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,594,949,825
Number of advisors
23 advisors
| $1,594,949,825 | 23 advisors | |
| 2 |
Assets under management
$165,720,756
Number of advisors
5 advisors
| $165,720,756 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Roanoke, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Roanoke. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Dixon, Hubard, Feinour & Brown, Inc.
Dixon, Hubard, Feinour & Brown, Inc. (DHFB) is an independent investment counseling firm established in 1981 and registered with the Securities and Exchange Commission. DHFB, a wholly-owned subsidiary of Atlantic Union Bank, primarily offers discretionary investment advisory services for a fee calculated as a percentage of assets under management. The firm also provides financial planning services tailored to individual client needs, covering areas such as retirement planning, risk management, and estate planning. DHFB does not charge hourly fees, subscription fees, or commissions, except for non-clients seeking financial planning services. Clients of DHFB typically include high net worth individuals, retirement plans, trusts, estates, and charitable organizations. The firm charges an annual fee based on a percentage of assets under management, with a minimum fee of $6,000 per year. DHFB does not charge performance-based fees and does not participate in wrap fee programs. The firm's investment strategies include long-term and short-term purchases of various securities, with a focus on equity securities and fixed income securities. DHFB exercises investment discretion for client accounts, allowing clients to impose restrictions on investment types if desired. The firm conducts ongoing reviews of client accounts, with a team approach to account management. DHFB complies with SEC regulations regarding proxy voting and has policies in place to protect client information and ensure compliance with federal laws. Clients receive regular reports on their accounts and have the option to limit the sharing of their personal information for marketing purposes.
$1,594,949,825 under management
23 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesHco Private Wealth
Harrison & Company Wealth Management, LLC, operating as "HCO Private Wealth," was established in 2009 and is an independent full-service wealth management firm based in Roanoke, Virginia. The firm offers services such as portfolio management, tax strategies, financial planning, asset protection planning, trust & estate planning, and consulting on retirement plans. Clients have the option to choose from index and proprietary quantitative investment strategies, with the ability to impose restrictions on securities transactions. The firm acts as a fiduciary for retirement accounts, ensuring that client interests are prioritized. As of December 31, 2021, the firm managed $160,720,756 in assets on a discretionary basis. HCO Private Wealth charges fees based on a percentage of assets under management, with a tiered fee schedule starting at 1.25% for the first one million dollars managed. The minimum annual fee is $5,000, and fees are deducted quarterly from client accounts. The firm does not accept commissions and provides transparent fee disclosure. Clients are encouraged to invest in individual securities or ETFs, with occasional use of mutual funds based on client needs. The firm does not offer performance-based fees and primarily works with individual clients, trust accounts, and retirement plans with a minimum investable asset requirement of $500,000 or a minimum fee of $5,000 per year.
$165,720,756 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Roanoke, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Roanoke. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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