Best Financial Advisors in GLEN ALLEN, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in GLEN ALLEN
THE CAPITAL MANAGEMENT CORPORATION
GLEN ALLEN, VA · Since 1977
CLARIS FINANCIAL, LLC
GLEN ALLEN, VA · Since 2019
THE MAIN STREET GROUP
GLEN ALLEN, VA · Since 2018
ATLANTIC UNION MUNICIPAL ADVISORS, INC
GLEN ALLEN, VA · Since 2024
KINLOCH CAPITAL, LLC
GLEN ALLEN, VA · Since 2019
STEELHEAD WEALTH MANAGEMENT
GLEN ALLEN, VA · Since 2025
CAPITOL SECURITIES MANAGEMENT, INC.
GLEN ALLEN, VA · Since 1992
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in GLEN ALLEN?
The median advisory fee in GLEN ALLEN, VA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.