Wilbanks, Smith & Thomas Asset Management, LLC

Wilbanks, Smith & Thomas Asset Management, LLC (CRD# 106060) is a financial advisory firm headquartered in Norfolk, VA. They manage $2,484,395,351 in 3,899 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,484
    MILLION
  • Total Number of Accounts
    3,899
    ACCOUNTS
  • Average Account Value
    $637,188
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Wilbanks, Smith & Thomas Asset Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Amie S. Baty
CRD#: 4375931
150 West Main Street, Ste 1700, Norfolk, VA 23510
96
Wealthminder
score

Amie Baty (CRD# 4375931) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 12 years of experience in the finance industry.

2
Lawrence A. Bernert
CRD#: 2386213
150 West Main Street, Suite 1700, Norfolk, VA 23510
96
Wealthminder
score

Lawrence Bernert (CRD# 2386213) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 23 years of experience in the finance industry.

3
David J. Elliott
CRD#: 2488959
150 West Main Street, Suite 1700, Norfolk, VA 23510
96
Wealthminder
score

David Elliott (CRD# 2488959) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 22 years of experience in the finance industry. David Elliott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul A. Ferwerda
CRD#: 1699772
Manakin-Sabot, VA
96
Wealthminder
score

Paul Ferwerda (CRD# 1699772) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Manakin-Sabot, VA and has over 28 years of experience in the finance industry.

5
Thomas F. McNally
CRD#: 4900146
150 West Main Street, Suite 1700, Norfolk, VA 23510
96
Wealthminder
score

Thomas McNally (CRD# 4900146) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 11 years of experience in the finance industry.

6
Theodore C. Turnage
CRD#: 2457876
150 West Main Street, Suite 1700, Norfolk, VA 23510
96
Wealthminder
score

Theodore Turnage (CRD# 2457876) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 22 years of experience in the finance industry. Theodore Turnage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Wayne F. Wilbanks
CRD#: 1039562
150 West Main Street, Suite 1700, Norfolk, VA 23510
96
Wealthminder
score

Wayne Wilbanks (CRD# 1039562) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 34 years of experience in the finance industry.

8
Michael W. Burns
CRD#: 5774521
150 West Main Street, Ste 1700, Norfolk, VA 23510
93
Wealthminder
score

Michael Burns (CRD# 5774521) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 6 years of experience in the finance industry.

9
John N. Duy
CRD#: 4589341
150 West Main Street, Ste 1700, Norfolk, VA 23510
93
Wealthminder
score

John Duy (CRD# 4589341) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 16 years of experience in the finance industry.

10
Timothy C. Hucks
CRD#: 1023012
Chapel Hill, NC
93
Wealthminder
score

Timothy Hucks (CRD# 1023012) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Chapel Hill, NC and has over 34 years of experience in the finance industry.

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