City
Independent RIAs in Glen Allen, Virginia
As of October 2, 2026, 19 independent wealth management RIAs with their main office in Glen Allen, Virginia reported $2.7 billion in regulatory assets under management; the largest by assets was The Capital Management Corporation, with $825.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 19
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $143.5 million
- SEC-registered, of those listed
- 5 of 19 (26.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Capital Management Corporation | SEC | $825.6 million | 681 |
| 2 | The Main Street Group | SEC | $515.3 million | 2,488 |
| 3 | Steelhead Wealth Management | SEC | $341.9 million | 280 |
| 4 | Claris Financial, LLC | SEC | $330.2 million | 1,038 |
| 5 | Kinloch Capital, LLC | SEC | $301.1 million | 705 |
| 6 | Virginia Estate and Retirement Planning Advisors, Inc. | State | $103.4 million | 349 |
| 7 | BDC Capital Management, Inc. | State | $103.0 million | 423 |
| 8 | Vision Wealth Planning, LLC | State | $66.2 million | 80 |
| 9 | Simplicity Wealth Management | State | $35.9 million | 172 |
| 10 | Accurate Capital and Wealth LLC | State | $30.2 million | 240 |
| 11 | Humane Investing, LLC. | State | $23.0 million | 67 |
| 12 | Yes Life Financial | State | $21.1 million | 233 |
| 13 | Freedom Capital Management | State | $13.3 million | 29 |
| 14 | Accounting Advisory Services, L.L.C. | State | $9.1 million | 7 |
| 15 | Dogwood Capital, LLC | State | $5.8 million | 6 |
| 16 | Afflint Advisors, LLC | State | $1.2 million | 3 |
| 17 | Fatfire Financial | State | $0 | 0 |
| 18 | Financial Freedom Planners | State | $0 | 0 |
| 19 | Kotini Capital Advisors LLC | State | $0 | 0 |
Independent RIAs in Virginia, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.