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Financial Advisors in Roanoke, Virginia

Our hand-picked list of 7 financial advisors serving Roanoke, Virginia. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Roanoke

Financial professionals in Roanoke should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Virginia securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Virginia, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Roanoke

Ameriprise Financial

213, Market Street Southeast, Roanoke, VA, 24011

BEACON WEALTH CONSULTANTS, INC.

302 WASHINGTON AVE. SW, ROANOKE, VA 24016

📞 (540) 345-••••

INVESTMENT MANAGEMENT CORPORATION

1940 ELECTRIC RD, ROANOKE, VA 24018

📞 (540) 774-••••

PEAKVALLEY WEALTH, LLC

2762 ELECTRIC ROAD, ROANOKE, VA 24018

📞 (540) 904-••••

TAYLOR FINANCIAL GROUP, INC.

3102 BRAMBLETON AVENUE., SW, ROANOKE, VA 24018

📞 (540) 774-••••

VIP PLANNERS, INC.

1502 FRANKLIN ROAD, SW, ROANOKE, VA 24016

📞 (540) 342-••••

Edward Jones

110, 2nd Street, Roanoke, IN, 46783

📞 +1-260-672-••••

Frequently Asked Questions

Where can I find financial advisors in Roanoke, Virginia?

Roanoke, Virginia has 7 financial advisors listed in our directory. Ameriprise Financial is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Virginia?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Virginia, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Roanoke?

Financial professionals in Roanoke should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Virginia securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Roanoke?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Roanoke-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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