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🤫 Directory · consent-first

Near 24016. Roanoke.

20 financial advisors & firms and 0 insurance agents verified near Roanoke, VA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 24016

Vip Planners, INC.0 mi

RIA firm · Roanoke, VA 24016 · Registered investment adviser · $126M AUM

CRD 111946 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Guelich Capital Management, LLC0 mi

RIA firm · Roanoke, VA 24016 · Registered investment adviser · $109M AUM

CRD 140505 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
American Financial Planning, INC.0 mi

RIA firm · Roanoke, VA 24016 · Registered investment adviser · $22M AUM

CRD 142588 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Beacon Wealth Consultants, INC.0 mi

RIA firm · Roanoke, VA 24016 · Registered investment adviser · $278M AUM

CRD 154939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
360 Wealth Consultants, LLC0 mi

RIA firm · Roanoke, VA 24016 · Registered investment adviser · $16M AUM

CRD 310154 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Waynefirebaugh, INC.0.8 mi

RIA firm · Roanoke, VA 24011 · Registered investment adviser · $90M AUM

CRD 138731 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
OG Advisory Group, LLC0.8 mi

RIA firm · Roanoke, VA 24011 · Registered investment adviser · $14M AUM

CRD 326855 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Valley Investors Corporation4 mi

RIA firm · Roanoke, VA 24014 · Registered investment adviser · $3M AUM

CRD 117306 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Investment Management Corporation6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser · $191M AUM

CRD 107246 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Taylor Financial Group, INC.6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser · $410M AUM

CRD 116744 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Personal Financial Planning INC.6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser · $20M AUM

CRD 118589 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Monsour Advisory Services, INC.6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser · $99M AUM

CRD 134333 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wanda Kilman Pittman6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser · $26M AUM

CRD 147698 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Peakvalley Wealth, LLC6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser · $130M AUM

CRD 165542 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kommon Wealth, LLC6.3 mi

RIA firm · Roanoke, VA 24018 · Registered investment adviser

CRD 337483 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Upward Financial Planning8.9 mi

RIA firm · Vinton, VA 24179 · Registered investment adviser · $17M AUM

CRD 321825 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Partners IN Financial Planning, LLC9 mi

RIA firm · Salem, VA 24153 · Registered investment adviser · $914M AUM

CRD 151980 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vested Partners: A Multi-family Office9 mi

RIA firm · Salem, VA 24153 · Registered investment adviser · $95M AUM

CRD 281862 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Compass Capital Investments LLC18.1 mi

RIA firm · Fincastle, VA 24090 · Registered investment adviser · $15M AUM

CRD 291911 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fortezza Wealth Advisors, LLC18.1 mi

RIA firm · Fincastle, VA 24090 · Registered investment adviser

CRD 342326 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Roanoke, VA.

  • Roanoke, VA6 mi
  • Forest, VA35 mi
  • Lynchburg, VA41 mi
  • Lynchburg, VA45 mi
  • Lynchburg, VA50 mi
  • Greensboro, NC80 mi
  • Greensboro, NC81 mi
  • Greensboro, NC81 mi
  • Winston Salem, NC81 mi
  • Greensboro, NC84 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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