Local Pros · Roanoke
Local Financial Advisors in Roanoke, VA
Locally owned and operated financial advisors serving Roanoke and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Roanoke, VA by verified customer ratings and review volume. The highest-rated is Martin Wealth Solutions with a 5.0-star rating from 91 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Martin Wealth Solutions
3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA 24018, USA
Partners in Financial Planning
421 S College Ave, Salem, VA 24153, USA
Daniel Webb, Financial Advisor - Solid Rock Financial Partners, LLC
4419 Pheasant Ridge Rd # 301, Roanoke, VA 24014, USA
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 May 2026
All Financial Advisors in Roanoke
Beacon Wealth Consultants, Inc.
302 Washington Avenue Southwest, Roanoke, VA 24016, USA
Valley Wealth Group
3119 Chaparral Dr, Roanoke, VA 24018, USA
IFA Wealth
2709 Brambleton Ave SW, Roanoke, VA 24015, USA
Integrity Financial Planning Inc.
1315 2nd St SW #102, Roanoke, VA 24016, USA
American Financial Planning, Inc.
541 Luck Ave SW # 304, Roanoke, VA 24016, USA
Merrill Lynch Wealth Management
110 Franklin Rd SE, Roanoke, VA 24011, USA
PeakValley Wealth, LLC
2762 Electric Rd SW Ste C, Roanoke, VA 24018, USA
SageCreek Planning & Investments
4233 Colonial Ave SW, Roanoke, VA 24018, USA
Edward Jones - Financial Advisor: Tommy Bryant, CEPA®|AAMS®
2754 B Electric Rd SW, Roanoke, VA 24018, USA
River Birch Wealth Management
2650 Electric Rd SW Ste D, Roanoke, VA 24018, USA
Edward Jones - Financial Advisor: Ben Hartman, CFP®|CRPC™
3800 Electric Rd SW Suite 306, Roanoke, VA 24018, USA
FocusOne Integrated Financial Planning
2630 Electric Rd SW, Roanoke, VA 24018, USA
Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC
2965 Colonnade Dr #320, Roanoke, VA 24018, USA
Taylor Financial Group Inc
3102 Brambleton Ave SW, Cave Spring, VA 24018, USA
RBC Wealth Management Branch - Roanoke
110 Franklin Rd SE Suite 400, Roanoke, VA 24011, USA
Merrill Lynch Financial Advisor Lisa Angle
110 Franklin Rd SE, Roanoke, VA 24011, USA
360 Wealth Consulting
1017 2nd St SW Ste A, Roanoke, VA 24016, USA
Get Free Quotes
We'll connect you with the top financial advisors in Roanoke, VA.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Roanoke
Related Searches
More ways to find financial advisors in Roanoke