The Ascent Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

314424

SEC number

801-121182

Firm type

RIA

Assets under management

$4.8B as of Mar 30, 2026

Website

aleragroup.com/retirement-plan-services ↗

Phone

757-499-8300

Address

192 Ballard Court, Virginia Beach, VA, 23462

Advisors at this firm

14 in our index · page 1 of 1

• Mark Stephen BatzelCRD 1911220 · Virginia Beach, VA
  IA RegisteredBroker
• Ashley Dorroh GallerCRD 3062906 · Virginia Beach, VA
  IA RegisteredBroker
• Darren JarosikCRD 6514868 · Hickman, NE
  IA RegisteredBroker
• Dominick LeuzziCRD 7236818 · Wayne, PA
  IA RegisteredBroker
• Michael John MossCRD 6109175 · Virginia Beach, VA
  IA RegisteredBroker
• Kevin Patrick NicholsonCRD 1562200 · Wayne, PA
  IA RegisteredBroker
• Steven M PaoliniCRD 3029364 · Haddonfield, NJ
  IA RegisteredBroker
• Timothy SeidersCRD 1382878 · Wayne, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Michael SilvermanCRD 2044821 · Virginia Beach, VA
  IA RegisteredRegistration inactive
• David Wayne StockmeierCRD 2206260 · Virginia Beach, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Catherine Marie TownCRD 1306669 · Wayne, PA
  IA RegisteredBroker
• Brian Patrick WalshCRD 1432309 · Wayne, PA
  IA RegisteredBroker
• Brian WalshCRD 6267410 · Wayne, PA
  IA RegisteredRegistration inactive
• Caitlin M WestCRD 5037781 · Hillsborough, NJ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.