Taylor Financial Group, Inc., based out of Roanoke, VA, is a reputable investment advisory firm serving over 380 individual clients. With a remarkable $273,919,000 in assets under management, they have established themselves as a leading player in the financial industry. Boasting a small yet dedicated team, Taylor Financial Group, Inc. operates from a single office, allowing for personalized and attentive service. Their expertise lies in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. This specialization has equipped them with extensive knowledge and experience in this particular domain. The firm takes pride in their discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. Taylor Financial Group, Inc. adopts a flexible compensation structure, offering various fee types such as a percentage of assets under management and fixed fees. This allows them to cater to a diverse range of clients and tailor their services to individual needs. With a team of four highly skilled professionals, all dedicated to providing exceptional investment advisory services, Taylor Financial Group, Inc. maintains an impressive average of $68,480,000 in assets under management per investment advisor. This level of expertise is on par with the industry average, ensuring clients receive sound financial guidance. Notably, the firm is home to several seasoned advisors who have contributed significantly to its success. Jay Arce, Marvin Taylor, and John Taylor are among the longest tenured advisors at Taylor Financial Group, Inc., further enhancing the firm's credibility and client trust.

Investment Management Corporation, a small investment advisory firm based in Roanoke, VA, is dedicated to providing exceptional financial management services. With a team of six skilled professionals, including two experienced investment advisors, they specialize in managing assets for high net worth individuals. Impressively, each investment advisor at Investment Management Corporation oversees an average of approximately $561,000,000 in assets under management, which surpasses the industry average. This showcases their expertise in handling significant portfolios with precision and care. The firm's compensation structure is diverse and tailored to meet individual client needs. It includes a variety of options such as a percentage of assets under management and performance-based fees. This approach ensures that the interests of both the firm and their clients are aligned, fostering a strong partnership for long-term success. Investment Management Corporation boasts an extensive client base, serving over 120 individual clients with a total of more than $142,517,000 in assets under management. While the majority of assets managed are for high net worth individuals, the firm also possesses the capability to oversee employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With two offices strategically located in Roanoke, Investment Management Corporation maintains a local presence and remains committed to providing personalized and attentive service. John Tinaglia and Kevin Warman, two of the firm's longest-tenured registered advisors, bring their expertise and industry knowledge to deliver exceptional investment advice and financial strategies to their valued clients.

Selective Wealth Management, Inc. is a reputable investment advisory firm based out of Forest, VA, dedicated to providing comprehensive wealth management services to individuals and employer 401Ks. With a team of 11 skilled professionals, their primary focus is delivering personalized investment advisory services to their diverse clientele. The firm boasts an impressive average of $73,260,000 in assets under management per investment advisor, which aligns with the industry average. This solidifies their expertise in managing significant financial portfolios. Selective Wealth Management, Inc. caters to over 860 individual clients, who have entrusted them with more than $358,770,000 in assets under management. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. This ensures a transparent and mutually beneficial relationship between the firm and its clients. Notably, Selective Wealth Management, Inc. has developed substantial experience in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. The firm's success in this space reflects their in-depth knowledge and understanding of the unique challenges and opportunities it presents. With nine offices spread across the region, Selective Wealth Management, Inc. is deeply rooted in the local community. The firm's longevity and credibility are further enhanced by the presence of seasoned advisors such as Christopher Devlin, Joshua Standeven, and Brian Liedstrand, who have been instrumental in driving the company's growth and success. Selective Wealth Management, Inc. prides itself on its client-centric approach, combining expert financial guidance with personalized strategies tailored to each client's individual needs and goals. By leveraging their extensive experience and dedication to excellence, the firm continues to empower clients on their path to financial success.

Partners In Financial Planning, LLC is a highly reputable and well-established investment advisory firm based out of Salem, VA. With over 370 individual clients and an impressive $617,914,000 in assets under management, they have solidified their position as a trusted financial partner. As a local firm, Partners In Financial Planning, LLC understands the unique needs of their community. With two offices conveniently located in Salem, they provide personalized investment advisory services to both employer 401K plans and individual clients. Remarkably, over 80% of their assets under management are derived from employer 401Ks or individuals, demonstrating their expertise in managing these types of portfolios. One of the distinguishing factors of Partners In Financial Planning, LLC is that all the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of 12 employees, including eight experienced investment advisors, Partners In Financial Planning, LLC is well-equipped to handle the diverse needs of their clientele. Their advisors average approximately $77,240,000 in assets under management, which aligns with the industry average. The firm takes pride in the long-standing expertise of advisors like Christopher Bishop, Stephen Bain, and Richard Bryan, who have consistently delivered exceptional service to their clients. Partners In Financial Planning, LLC aims to provide comprehensive financial planning solutions, ensuring their clients' financial well-being and helping them achieve their long-term goals. With their local presence, extensive experience, and dedication to personalized service, they have become a trusted partner for individuals and employers in the Salem, VA area.

Martin Wealth Solutions, based out of Christiansburg, VA, is a highly reputable investment advisory firm serving a diverse client base. With over 440 individual clients and an impressive $132,333,000 in assets under management, Martin Wealth Solutions has established itself as a trusted partner in wealth management. Operating from two offices, this small firm possesses extensive expertise in managing employer 401Ks as well as individual portfolios, with over 80% of their assets falling into these categories. With a commitment to providing exceptional service, Martin Wealth Solutions ensures that all assets under their management are handled with the utmost care and discretion. Their compensation structure offers flexibility, including options such as a percentage of assets under management and hourly charges, tailored to meet the unique needs of their clients. Comprising a team of seven dedicated professionals, Martin Wealth Solutions has three investment advisors who collectively oversee an average of approximately $44,110,000 in assets under management per advisor. This impressive figure attests to their competence and proficiency in guiding their clients towards their financial goals. The firm takes pride in the tenure of its advisors, with seasoned professionals like Justin-Luke Swisher, Theresa Martin, and Jimmy Martin leading the way. Their extensive experience and expertise make them invaluable assets to the firm and ensure that clients receive top-tier financial guidance. Martin Wealth Solutions is committed to delivering personalized and comprehensive investment advisory services to help their clients navigate the complexities of the financial landscape and achieve long-term financial success.

Legacy Wealth Management Group, Inc. is a small investment advisory firm based out of Lynchburg, VA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Among its six employees, four specialize in offering expert guidance in investment matters. Each investment advisor at Legacy Wealth Management Group, Inc. manages an average of approximately $38,600,000 in assets. The company employs a diverse compensation structure, tailored to meet the unique needs of its clients. This structure includes a percentage of assets under management, fixed fees, and hourly charges. Notably, Legacy Wealth Management Group, Inc. possesses extensive experience in managing employer 401Ks and individual assets, which accounts for approximately half of their assets under management. As a testament to their commitment to client satisfaction, Legacy Wealth Management Group, Inc. manages all of their clients' assets on a discretionary basis, affording them the flexibility to make investment decisions on behalf of their clients without prior consultation. Currently, they serve over 550 individual clients, managing a substantial $154,400,000 in assets. The firm takes pride in its team of highly experienced advisors, several of whom have been with the company for a significant period. Branden Bosch, Mark Boccarossa, and Joshua Stamm are among the longest-tenured advisors at Legacy Wealth Management Group, Inc., lending their expertise and deep understanding of the financial industry to benefit their clients. With their knowledgeable team and strong track record, Legacy Wealth Management Group, Inc. continues to provide personalized and reliable investment advisory services to its valued clients in the Lynchburg area and beyond.