City
Wealth management firms in Glen Allen, Virginia
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Glen Allen, Virginia reported $4.9 billion in regulatory assets under management; the largest by assets was Capitol Securities Management, Inc., with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $4.9 billion
- Average per firm
- $244.4 million
- SEC-registered, of those listed
- 6 of 20 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Capitol Securities Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.2 billion | 3,970 |
| 2 | The Capital Management Corporation | SEC | $825.6 million | 681 |
| 3 | The Main Street Group | SEC | $515.3 million | 2,488 |
| 4 | Steelhead Wealth Management | SEC | $341.9 million | 280 |
| 5 | Claris Financial, LLC | SEC | $330.2 million | 1,038 |
| 6 | Kinloch Capital, LLC | SEC | $301.1 million | 705 |
| 7 | Virginia Estate and Retirement Planning Advisors, Inc. | State | $103.4 million | 349 |
| 8 | BDC Capital Management, Inc. | State | $103.0 million | 423 |
| 9 | Vision Wealth Planning, LLC | State | $66.2 million | 80 |
| 10 | Simplicity Wealth Management | State | $35.9 million | 172 |
| 11 | Accurate Capital and Wealth LLC | State | $30.2 million | 240 |
| 12 | Humane Investing, LLC. | State | $23.0 million | 67 |
| 13 | Yes Life Financial | State | $21.1 million | 233 |
| 14 | Freedom Capital Management | State | $13.3 million | 29 |
| 15 | Accounting Advisory Services, L.L.C. | State | $9.1 million | 7 |
| 16 | Dogwood Capital, LLC | State | $5.8 million | 6 |
| 17 | Afflint Advisors, LLC | State | $1.2 million | 3 |
| 18 | Fatfire Financial | State | $0 | 0 |
| 19 | Financial Freedom Planners | State | $0 | 0 |
| 20 | Kotini Capital Advisors LLC | State | $0 | 0 |
Wealth management firms 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.