Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Glen Allen is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Glen Allen & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Glen Allen, Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 7 non-vetted financial advisors in Glen Allen, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Glen Allen, Virginia have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CAPITOL SECURITIES MANAGEMENT, INC. 4050 Innslake Drive, Suite 250 Glen Allen, VA, 23060 | 14169 | $1,402,537,067 | 3470 | A percentage of AUM, Hourly charges, Fixed fees |
THE CAPITAL MANAGEMENT CORPORATION 4101 Cox Road, Suite 110 Glen Allen, VA, 23060 | 112242 | $666,729,231 | 626 | A percentage of AUM |
THE MAIN STREET GROUP 4510 Cox Road, Suite 102 Glen Allen, VA, 23060 | 175502 | $324,929,397 | 1797 | A percentage of AUM, Hourly charges, Fixed fees |
CLARIS FINANCIAL, LLC 4510 Cox Rd., Suite 302 Glen Allen, VA, 23060 | 168503 | $231,893,337 | 1030 | A percentage of AUM |
KINLOCH CAPITAL, LLC 4801 Cox Road, Suite 200 Glen Allen, VA, 23060 | 300735 | $218,889,819 | 552 | A percentage of AUM, Hourly charges, Fixed fees |
ATLANTIC UNION MUNICIPAL ADVISORS, INC 4300 Cox Road, Glen Allen, VA, 23060 | 329425 | $195,417,417 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
ADVISOR FINANCIAL SERVICES, INC. 9307 Brook Rd, Glen Allen, VA, 23060 | 118537 | $37,977,953 | 396 | A percentage of AUM, Hourly charges, Fixed fees |
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