Skip to content

Financial Planners in Norfolk, VA: 2026 rankings

97 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Norfolk: Jarver Financial, RFA Score 76/100; 5.0★ from 243 Google reviews; open evenings.

  2. 31

    Most-reviewed: Bank of America (with Drive-thru ATM), 89 Google reviews at 2.8★, the most of 97 ranked after Jarver Financial; ranked #31.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

97 Norfolk financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 97 rated firms.

Top 10 financial planners in Norfolk at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Norfolk at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Jarver Financial765.0★ (243)Virginia Beach, 12 mi awayEveningsTop score
21.oak Financial705.0★ (29)Norfolk——
3Financial Fit Club705.0★ (77)Hampton, 15 mi away——
4First Command Financial Advisor - Carolyn Engler, RICP®705.0★ (40)Chesapeake, 5 mi away——
5B.D. Smith Wealth705.0★ (42)Virginia Beach, 9 mi away——
6First Command Financial Advisor - Robert Landolfi, RICP®695.0★ (29)Chesapeake, 5 mi away——
7Mason & Associates, LLC685.0★ (68)Newport News, 21 mi away——
8First Command Financial Advisor - Tierra Diouf685.0★ (16)Norfolk——
9First Command Financial Advisor - Shannon Chain685.0★ (14)Norfolk——
10Epps Financial Services684.8★ (27)Chesapeake, 7 mi away——

All 97 financial planners in Norfolk, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Norfolk

    #1 Jarver Financial

    Based in Virginia Beach, 12 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 243 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 243 Google reviews
    Hours
    Mon–Thu 9 AM–9 PM · Fri–Sun closed
    Address
    780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452
    View profile for Jarver Financial(844) 852-7837

  2. #2 1.oak Financial

    Based in Norfolk

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5005 Colley Ave, Norfolk, VA 23508
    View profile for 1.oak Financial(757) 909-7151

  5. #5 B.D. Smith Wealth

    Based in Virginia Beach, 9 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2 Constitution Dr Ste 101, Virginia Beach, VA 23462
    View profile for B.D. Smith Wealth(757) 828-6158

  7. #7 Mason & Associates, LLC

    Based in Newport News, 21 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri–Sun closed
    Address
    2 Bayport Wy Ste 110, Newport News, VA 23606
    View profile for Mason & Associates, LLC(757) 223-9898

  10. #10 Epps Financial Services

    Based in Chesapeake, 7 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    618 Prosperity Way, Chesapeake, VA 23320
    View profile for Epps Financial Services(757) 436-6335

  12. #12 The Money Advantage, LLC

    Based in Chesapeake, 5 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1545 Crossways Blvd Suite 250, Chesapeake, VA 23320
    View profile for The Money Advantage, LLC(757) 410-4678

  14. #14 Stewart & Company

    Based in Virginia Beach, 12 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.3★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2940 N Lynnhaven Rd, Virginia Beach, VA 23452
    View profile for Stewart & Company(757) 486-0114

  22. #22 FFA Wealth

    Based in Virginia Beach, 17 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3704 Pacific Ave #200, Virginia Beach, VA 23451
    View profile for FFA Wealth(757) 571-3206

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 97 ranked financial planners here; the rest are on their profiles.

financial planners in Norfolk, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Scott Henderson - Edelman Financial Engines655.0★ (11)9 mi
27Bank of America (with Drive-thru ATM)653.1★ (19)In Norfolk
28First Command Financial Advisor - Pat Plemmons, ChFC®|RICP®645.0★ (7)5 mi
29Northwestern Mutual - Virginia Beach645.0★ (9)9 mi
30Walter McDaniel, CFP645.0★ (4)In Norfolk
31Bank of America (with Drive-thru ATM)642.8★ (89)In Norfolk
32First Command Financial Advisor - Ana Paula Cumpa645.0★ (6)5 mi
33Atlantic Financial Services643.0★ (27)3 mi
34Calliott, Demeter and Harrell Investment and Financial Advisors: Davenport & Company645.0★ (11)12 mi
35Bankers Life643.4★ (15)5 mi
36Bank of America (with Drive-thru ATM)643.0★ (80)5 mi
37First Command Financial Advisor - Michele Munson, RICP®|MBA|ChSNC645.0★ (8)9 mi
38Jarver Financial635.0★ (13)15 mi
39Truist632.8★ (8)In Norfolk
40Willard F. Robins III, P.C., CPA, CFP634.6★ (8)8 mi
41Norfolk, VA Branch Office - UBS Financial Services Inc.634.0★ (4)In Norfolk
42Regional Acceptance Corporation633.8★ (4)In Norfolk
43Equity 1 Inc634.3★ (6)6 mi
44Old Point Mortgage635.0★ (9)13 mi
45First Command Financial Advisor - Will Kenney635.0★ (6)9 mi
46Dominion Capital Partners633.7★ (3)In Norfolk
47First Command Financial Advisor - Naomi Files635.0★ (4)5 mi
48Legacy Solutions Estate & Income Planning635.0★ (6)9 mi
49Roger L. Handy, PC635.0★ (11)16 mi
50Bank of America Financial Center633.1★ (54)10 mi

Also serving Norfolk

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Norfolk
BusinessGoogle ratingDistance
BDO5.0★ (1)In Norfolk
Cerity Partners5.0★ (1)In Norfolk
Courage Korving Miller Partners1.0★ (1)In Norfolk
Crowley Liberatore PC5.0★ (2)In Norfolk
Edward Jones - Financial Advisor: Brett Craun5.0★ (1)In Norfolk
Edward Jones - Financial Advisor: Irene B O'Brien5.0★ (2)In Norfolk
Edward Jones - Financial Advisor: Patrycja Plucinski, CFP®|AAMS®5.0★ (1)In Norfolk
Family Benefit Solutions5.0★ (2)In Norfolk
First Command5.0★ (2)In Norfolk
First Genesis Of Virginia5.0★ (1)In Norfolk
Marvin Ray Brown: Primerica - Financial Services5.0★ (1)In Norfolk
Owners Financial Services4.6★ (11)In Norfolk
PNC Private Bank5.0★ (1)In Norfolk
Private Bank, Bank of America3.0★ (1)In Norfolk
Spartan Financial Services1.0★ (1)In Norfolk
The Solutions Group Global, LLC5.0★ (8)In Norfolk
VT&F Consultants LLC4.9★ (23)In Norfolk
Wells Fargo Advisors4.5★ (4)In Norfolk
Wells Fargo Advisors3.5★ (2)In Norfolk
Young Rich & Rooted5.0★ (33)In Norfolk

How we ranked Norfolk financial planners

We scored 97 Norfolk financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Norfolk data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Norfolk: frequently asked questions

Which financial planner has the highest RFA Score in Norfolk?

By RFA Score, the highest-ranked financial planner in Norfolk, VA is Jarver Financial with an RFA Score of 76/100. It has 5.0★ from 243 Google reviews. It is open evenings. 1.oak Financial (#2) and Financial Fit Club (#3) follow. We ranked 97 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Norfolk?

RankedFinancialAdvisors ranks 97 financial planners serving Norfolk, VA. 13 of them are based in Norfolk; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Norfolk work on weekends?

7 of 97 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is Bank of America (with Drive-thru ATM) (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norfolk financial planners have?

The median Google rating among 97 rated financial planners in Norfolk is 5.0★, with a median of 9 reviews. Jarver Financial has the most, 243 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Norfolk count in this ranking?

Yes, if they are within 25 mi of the Norfolk city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Norfolk ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Norfolk a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Norfolk

  1. November 2026: RFA Scores recalculated for 97 financial planners serving Norfolk.

More financial planners and Norfolk pages