Near You · Portsmouth
Financial Advisors Near You in Portsmouth, VA
Find financial advisors close to you in Portsmouth. All results are sorted by proximity and rated by real local customers.
As of June 2026, RatingsNearMe ranks 5 financial advisors in Portsmouth, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Granite Bay Wealth Management with a 5.0-star rating from 65 Google reviews and an RNM Score of 81/100. Also in the top tier: Apex Financial and Truicity Wealth Management/Northwestern Mutual. The average rating across all listed financial advisors in Portsmouth is 4.5 stars from 26 reviews per business on average.
Financial advisors in Portsmouth typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
5
Businesses listed
4.5★
Avg rating
26
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a perfect 5.0 rating from 65 reviews in Portsmouth.
22 Deer St # 200, Portsmouth, NH 03801, USATrusted by clients with a perfect 4.9-star rating from 9 Google reviews.
355 Crawford St #320, Portsmouth, VA 23704, USARated 5.0 stars from one Google review, offering trusted financial guidance in Portsmouth.
Columbus Ctr #1 #1100, Virginia Beach, VA 23462, USAFinancial Advisors Rankings in Portsmouth, VA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Granite Bay Wealth Management22 Deer St # 200, Portsmouth, NH 03801, USA | 5.0★ | 65 |
| #2 | Apex Financial355 Crawford St #320, Portsmouth, VA 23704, USA | 4.9★ | 9 |
| #3 | Truicity Wealth Management/Northwestern MutualColumbus Ctr #1 #1100, Virginia Beach, VA 23462, USA | 5.0★ | 1 |
| #4 | Atlantic Financial Services1000 Airline Blvd, Portsmouth, VA 23707, USA | 3.0★ | 27 |
| #5 | Edward Jones - Financial Advisor: DC Smith1040 University Blvd Ste 303, Portsmouth, VA 23703, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Portsmouth
27 Google reviews give this Portsmouth financial advisor a mixed 3.0-star average rating.
1000 Airline Blvd, Portsmouth, VA 23707, USA
A financial advisor in Portsmouth, VA, with no online reviews yet.
1040 University Blvd Ste 303, Portsmouth, VA 23703, USA
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Financial Advisors in Portsmouth, VA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Granite Bay Wealth Management | 81/100 | 5.0 ★ | 65 |
| 2 | Apex Financial | 69/100 | 4.9 ★ | 9 |
| 3 | Truicity Wealth Management/Northwestern Mutual | 62/100 | 5.0 ★ | 1 |
| 4 | Atlantic Financial Services | 42/100 | 3.0 ★ | 27 |
| 5 | Edward Jones - Financial Advisor: DC Smith | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Portsmouth
What is a fiduciary financial advisor and why does it matter in Portsmouth?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Portsmouth, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Portsmouth?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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