Top financial advisors in Suffolk, VA
We've curated a list of the best financial advisors in Suffolk, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $111,415,296 Number of advisors 3 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.
Get matched with an advisorMethodology
To find the top financial advisors in Suffolk, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Korving & Company LLC
Korving & Company LLC is a Virginia-based investment advisory firm founded in January 2010 by Arie J. Korving and Stephen J. Korving. The firm offers investment advisory services, financial planning, and consulting services to clients. Clients can engage the firm for discretionary investment advisory services based on a percentage of the market value of assets under management. The firm tailors its services to help clients achieve personal long-term goals such as retirement planning, education funding, and legacy planning. Korving & Co. primarily allocates client assets among various investment options like mutual funds, ETFs, bonds, and stocks. The firm's investment philosophy focuses on preserving client wealth while identifying opportunities with attractive return potential relative to risk. They use a combination of top-down and bottom-up analysis to determine asset allocation and select mutual funds. Clients are encouraged to review financial planning issues and account performance annually. Korving & Co. does not participate in wrap fee programs and does not accept performance-based fees. The firm acts as a fiduciary under ERISA and IRC laws, prioritizing clients' best interests. Clients are provided with regular account statements and transaction confirmations from the custodian. Korving & Co. does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. For further details or to address any questions, clients can contact Arie Korving, the Chief Compliance Officer.
$111,415,296 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Suffolk, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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