Adviser Record

Investment advisers in Glen Allen, VA

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in VA

FirmAssetsEmployeesDisclosures
Capitol Securities Management, Inc.$2.16 billion17011
The Capital Management Corporation$825.6 million80
The Main Street Group$515.3 million130
Steelhead Wealth Management$341.9 million70
Claris Financial, LLC$330.2 million80
Kinloch Capital, LLC$301.1 million50
Atlantic Union Municipal Advisors, Inc$134.3 million40