National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > virginia > norfolk > WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

150 West Main Street
Ste 1700
Norfolk, Virginia 23510
Tel: 757-623-3676

Need a Financial Advisor?
Compare Vetted Advisors

About WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC, formally registered with the SEC as WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. The firm was established in 11/30/1990. They have over 4 offices throughout the country.

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC is a Norfolk, Virginia based Financial Planning firm with nearly $4,754,536,565 assets under management, offering retirement planning & investment advisory services to 5210 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106060
SEC#801-37972
Assets Managed by Firm$4,754,536,565
No. of Clients5210
No. of Advisors45

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total5210$4,754,536,565
Individuals (other than high net worth individuals)1567$515,914,791
High net worth individuals814$3,201,511,386
Pension and profit sharing plans9$23,098,398
Charitable organizations51$179,908,359
Corporations or other businesses126$625,792,952

More Retirement Planning firms in Norfolk, Virginia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
TOWERS WATSON INVESTMENT SERVICES, INC.
800 N. Glebe Road
Arlington, VA, 22203
$63,288,614,31287198
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
$38,906,541,054402181
INVESTURE, LLC
240 W Main Street, Suite 500
Charlottesville, VA, 22902
$30,621,255,8535042
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.17th Fl.
Arlington, VA, 22209-1722
$24,901,888,46775105
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600
Richmond, VA, 23230
$17,550,000,000495267

Explore More Retirement Advisors in Norfolk, Virginia