Licensed · Roanoke
Licensed & Insured Financial Advisors in Roanoke, VA
Every financial advisors listed here carries proper licensing and insurance in VA. Protect yourself — always verify credentials before work begins.
As of July 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
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.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
91 Google reviews average a perfect 5.0 stars for this Roanoke financial advisor.
3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA 24018, USARated 5.0 stars from 49 Google reviews, a trusted financial advisor in Roanoke.
421 S College Ave, Salem, VA 24153, USAExceptional 5.0-star rating from over 20 Google reviews in Roanoke.
4419 Pheasant Ridge Rd # 301, Roanoke, VA 24014, USAFinancial 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 | Edward Jones - Financial Advisor: Ben Hartman, CFP®|CRPC™3800 Electric Rd SW Suite 306, Roanoke, VA 24018, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Tommy Bryant, CEPA®|AAMS®2754 B Electric Rd SW, Roanoke, VA 24018, USA | 5.0★ | 14 |
| #6 | SageCreek Planning & Investments4233 Colonial Ave SW, Roanoke, VA 24018, USA | 5.0★ | 5 |
| #7 | IFA Wealth2709 Brambleton Ave SW, Roanoke, VA 24015, USA | 5.0★ | 5 |
| #8 | American Financial Planning, Inc.541 Luck Ave SW # 304, Roanoke, VA 24016, USA | 5.0★ | 5 |
| #9 | Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC2965 Colonnade Dr #320, Roanoke, VA 24018, USA | 5.0★ | 3 |
| #10 | FocusOne Integrated Financial Planning2630 Electric Rd SW, Roanoke, VA 24018, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Roanoke
5.0-star rating from early Google reviews for financial guidance in Roanoke.
3800 Electric Rd SW Suite 306, Roanoke, VA 24018, USA
5.0 stars from 14 reviews, reflecting exceptional client satisfaction in Roanoke.
2754 B Electric Rd SW, Roanoke, VA 24018, USA
Exceptional 5.0-star rating from five Google reviews for Roanoke financial guidance.
4233 Colonial Ave SW, Roanoke, VA 24018, USA
5.0 stars from 5 reviews, reflecting consistent client satisfaction.
2709 Brambleton Ave SW, Roanoke, VA 24015, USA
Exceptional 5.0-star rating from five local Google reviews.
541 Luck Ave SW # 304, Roanoke, VA 24016, USA
Exceptional 5.0-star rating from a small number of Google reviews.
2965 Colonnade Dr #320, Roanoke, VA 24018, USA
Consistently earns a perfect 5.0-star rating from its initial Google reviews.
2630 Electric Rd SW, Roanoke, VA 24018, USA
5.0 stars from 3 reviews, reflecting strong early client satisfaction.
3119 Chaparral Dr, Roanoke, VA 24018, USA
Exceptional 5.0-star rating from 2 Google reviews for Roanoke financial advising.
110 Franklin Rd SE, Roanoke, VA 24011, USA
Exceptional 5.0-star rating based on two client reviews in Roanoke.
1315 2nd St SW #102, Roanoke, VA 24016, USA
Exceptional 5.0-star rating from a small number of client reviews in Roanoke.
3102 Brambleton Ave SW, Cave Spring, VA 24018, USA
Exceptional 5.0-star rating from one Google review in Roanoke, VA.
2650 Electric Rd SW Ste D, Roanoke, VA 24018, USA
Roanoke financial advisor with a perfect 5.0-star rating from client reviews.
110 Franklin Rd SE Suite 400, Roanoke, VA 24011, USA
5.0 stars from 1 Google review, indicating exceptional client satisfaction.
2762 Electric Rd SW Ste C, Roanoke, VA 24018, USA
4.5-star rated financial advisor in Roanoke with dozens of positive client reviews.
1017 2nd St SW Ste A, Roanoke, VA 24016, USA
Exceptional 5.0-star rating from one satisfied client in Roanoke.
110 Franklin Rd SE, Roanoke, VA 24011, USA
Earns a perfect 5.0-star rating from three glowing client reviews.
302 Washington Avenue Southwest, Roanoke, VA 24016, 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 | Edward Jones - Financial Advisor: Ben Hartman, CFP®|CRPC™ | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Tommy Bryant, CEPA®|AAMS® | 73/100 | 5.0 ★ | 14 |
| 6 | SageCreek Planning & Investments | 68/100 | 5.0 ★ | 5 |
| 7 | IFA Wealth | 68/100 | 5.0 ★ | 5 |
| 8 | American Financial Planning, Inc. | 68/100 | 5.0 ★ | 5 |
| 9 | Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC | 66/100 | 5.0 ★ | 3 |
| 10 | FocusOne Integrated Financial Planning | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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