10+ Years · Roanoke
Experienced Financial Advisors in Roanoke, VA
Experience matters. These financial advisors in Roanoke have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Roanoke, VA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Martin Wealth Solutions with a 5.0-star rating from 91 Google reviews and an RNM Score of 83/100. Also in the top tier: Partners in Financial Planning and Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC. The average rating across all listed financial advisors in Roanoke is 5 stars from 12 reviews per business on average.
Financial advisors in Roanoke typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Roanoke, VA is home to a variety of financial advisor firms that offer investment management, retirement planning, and other wealth management services to local residents. Consumers should research an advisor's credentials, fees, and investment approach when selecting a financial advisor in the Roanoke area.
- ✓Roanoke has a range of financial advisor firms, from national companies to local boutiques
- ✓Financial advisors in Roanoke provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's qualifications, fee structure, and investment philosophy when choosing a financial advisor
Best Overall
Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. stands out as the top-ranked advisor in Roanoke due to its strong reputation for comprehensive financial planning and client-focused service.
Most Reviewed
Merrill Lynch Financial Advisor Lisa Angle
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Roanoke, consider both the firm's ranking and the number of client reviews to balance expertise with proven satisfaction. Always verify credentials and schedule a consultation to ensure their approach aligns with your financial goals.
How to Choose a Financial Advisor in Roanoke
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Roanoke, VA area
- • A fiduciary duty to act in your best interest
- • A transparent fee structure and no hidden commissions
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients in Roanoke?
Red flags
- ⚠ Pressure to invest in specific products or services
- ⚠ Lack of clear communication about fees and conflicts of interest
- ⚠ Unwillingness to provide references or detailed information about their background
In Virginia, financial advisors must be registered with the State Corporation Commission and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
12
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Roanoke, VA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Martin Wealth Solutions3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA 24018, USA | 5.0★ | 91 |
| #2 | Partners in Financial Planning421 S College Ave, Salem, VA 24153, USA | 5.0★ | 49 |
| #3 | Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC4419 Pheasant Ridge Rd # 301, Roanoke, VA 24014, USA | 5.0★ | 21 |
| #4 | Beacon Wealth Consultants, Inc.302 Washington Avenue Southwest, Roanoke, VA 24016, USA | 5.0★ | 3 |
| #5 | Valley Wealth Group3119 Chaparral Dr, Roanoke, VA 24018, USA | 5.0★ | 3 |
| #6 | IFA Wealth2709 Brambleton Ave SW, Roanoke, VA 24015, USA | 5.0★ | 5 |
| #7 | Integrity Financial Planning Inc.1315 2nd St SW #102, Roanoke, VA 24016, USA | 5.0★ | 2 |
| #8 | American Financial Planning, Inc.541 Luck Ave SW # 304, Roanoke, VA 24016, USA | 5.0★ | 5 |
| #9 | Merrill Lynch Wealth Management110 Franklin Rd SE, Roanoke, VA 24011, USA | 5.0★ | 2 |
| #10 | PeakValley Wealth, LLC2762 Electric Rd SW Ste C, Roanoke, VA 24018, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Roanoke
302 Washington Avenue Southwest, Roanoke, VA 24016, USA
1315 2nd St SW #102, Roanoke, VA 24016, USA
541 Luck Ave SW # 304, Roanoke, VA 24016, USA
110 Franklin Rd SE, Roanoke, VA 24011, USA
4233 Colonial Ave SW, Roanoke, VA 24018, USA
2754 B Electric Rd SW, Roanoke, VA 24018, USA
2650 Electric Rd SW Ste D, Roanoke, VA 24018, USA
3800 Electric Rd SW Suite 306, Roanoke, VA 24018, USA
2630 Electric Rd SW, Roanoke, VA 24018, USA
2965 Colonnade Dr #320, Roanoke, VA 24018, USA
3102 Brambleton Ave SW, Cave Spring, VA 24018, USA
110 Franklin Rd SE Suite 400, Roanoke, VA 24011, USA
110 Franklin Rd SE, Roanoke, VA 24011, USA
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Financial Advisors in Roanoke, VA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Martin Wealth Solutions | 83/100 | 5.0 ★ | 91 |
| 2 | Partners in Financial Planning | 80/100 | 5.0 ★ | 49 |
| 3 | Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC | 75/100 | 5.0 ★ | 21 |
| 4 | Beacon Wealth Consultants, Inc. | 66/100 | 5.0 ★ | 3 |
| 5 | Valley Wealth Group | 66/100 | 5.0 ★ | 3 |
| 6 | IFA Wealth | 68/100 | 5.0 ★ | 5 |
| 7 | Integrity Financial Planning Inc. | 64/100 | 5.0 ★ | 2 |
| 8 | American Financial Planning, Inc. | 68/100 | 5.0 ★ | 5 |
| 9 | Merrill Lynch Wealth Management | 64/100 | 5.0 ★ | 2 |
| 10 | PeakValley Wealth, LLC | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Roanoke
What is a fiduciary financial advisor and why does it matter in Roanoke?
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 Roanoke, 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 Roanoke?
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 9, 2026.
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