4.5+ Stars · Portsmouth
Highly Rated Financial Advisors in Portsmouth, VA
Only the best make this list. These financial advisors in Portsmouth have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 5 financial advisors in Portsmouth, VA by verified customer ratings and review volume. The highest-rated is Granite Bay Wealth Management with a 5.0-star rating from 65 verified reviews. Also in the top tier: Apex Financial and Atlantic Financial Services. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Granite Bay Wealth Management
22 Deer St # 200, Portsmouth, NH 03801, USA
Apex Financial
355 Crawford St #320, Portsmouth, VA 23704, USA
Atlantic Financial Services
1000 Airline Blvd, Portsmouth, VA 23707, USA
Financial 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 | Atlantic Financial Services1000 Airline Blvd, Portsmouth, VA 23707, USA | 3.0★ | 27 |
| #4 | Edward Jones - Financial Advisor: DC Smith1040 University Blvd Ste 303, Portsmouth, VA 23703, USA | — | — |
| #5 | Truicity Wealth Management/Northwestern MutualColumbus Ctr #1 #1100, Virginia Beach, VA 23462, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Portsmouth
Edward Jones - Financial Advisor: DC Smith
1040 University Blvd Ste 303, Portsmouth, VA 23703, USA
Truicity Wealth Management/Northwestern Mutual
Columbus Ctr #1 #1100, Virginia Beach, VA 23462, USA
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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: May 17, 2026.
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