Top 6 advisors in Glen Allen
We’ve curated a list of the best financial advisors in Glen Allen, take a look at it below
Find an advisor in Glen Allen| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,075,228,681 | 175 advisors | ||
| 2 | $564,591,317 | 8 advisors | ||
| 3 | $224,117,308 | 13 advisors | ||
| 4 | $219,938,572 | 4 advisors | ||
| 5 | $186,076,689 | 8 advisors | ||
| 6 | $73,839,989 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Glen Allen, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Glen Allen. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Capitol Securities Management, Inc.
Assets under management
$1,075,228,681
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. The Capital Management Corporation
Assets under management
$564,591,317
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. The Main Street Group
Assets under management
$224,117,308
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Kinloch Capital, LLC
Assets under management
$219,938,572
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
5. Claris Financial, LLC
Assets under management
$186,076,689
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
6. Bdc Capital Management, Inc.
Assets under management
$73,839,989
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Asset Allocation
Your first meeting is free.