Financial advisers in Glen Allen, VA
7 registered investment adviser firms in Glen Allen managing $4.5B in assets, based on public SEC Form ADV filings.
Capitol Securities Management, INC.
Glen Allen, VA · Est. 1992
NationalInternational
- AUM
- $2.2B
- Per adviser
- $17M
- Advisers
- 126
The Capital Management Corporation
Glen Allen, VA · Est. 1977
Local
- AUM
- $710M
- Per adviser
- $101M
- Advisers
- 7
No reported disclosures
The Main Street Group
Glen Allen, VA · Est. 2018
Local
- AUM
- $515M
- Per adviser
- $64M
- Advisers
- 8
No reported disclosures
Steelhead Wealth Management
Glen Allen, VA · Est. 2025
Local
- AUM
- $342M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Claris Financial, LLC
Glen Allen, VA · Est. 2019
Local
- AUM
- $330M
- Per adviser
- $66M
- Advisers
- 5
No reported disclosures
Kinloch Capital, LLC
Glen Allen, VA · Est. 2019
Local
- AUM
- $301M
- Per adviser
- $60M
- Advisers
- 5
No reported disclosures
Atlantic Union Municipal Advisors, INC
Glen Allen, VA · Est. 2024
Local
- AUM
- $134M
- Per adviser
- $34M
- Advisers
- 4
No reported disclosures