SEC-registered investment advisers in Glen Allen
7 SEC-registered investment advisers are headquartered in Glen Allen, VA, with $4.61B in combined regulatory assets under management. 5 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 7
- Investment advisers
- $4.61B
- Combined regulatory AUM
- 5
- Financial advisor firms
All 7 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Capitol Securities Management | Broker-dealer | $2.16B |
| The Capital Management | RIA | $826M |
| The Main Street Group | RIA | $515M |
| Steelhead Wealth Management | RIA | $342M |
| Claris Financial | RIA | $330M |
| Kinloch Capital | RIA | $301M |
| Atlantic Union Municipal Advisors | Asset manager | $134M |
- Type
- Broker-dealer
- Type
- RIA
- Type
- RIA
- Type
- RIA
Claris Financial$330M
- Type
- RIA
Kinloch Capital$301M
- Type
- RIA
- Type
- Asset manager
Glen Allen at a glance
Advisers headquartered here, by type
7
advisers
- Financial advisor firms (RIAs)$2.31B regulatory AUM5 (71%)
- Broker-dealers and other wealth firms$2.16B regulatory AUM1 (14%)
- Institutional managers$134M regulatory AUM1 (14%)
Other cities in Virginia
- Richmond50
- McLean31
- Charlottesville27
- Arlington21
- Virginia Beach19
- Alexandria16
- Reston13
- Vienna11
- Fairfax7
- Lynchburg6
- Ashburn5
- Norfolk5