Best Financial Advisors in GLEN ALLEN, Virginia
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.