Investment adviser firms in GLEN ALLEN, Virginia
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
7 firms · Source months shown: August 2026
- ATLANTIC UNION MUNICIPAL ADVISORS, INCCRD 329425 · GLEN ALLEN, VA$134,277,990.00Regulatory AUM · August 2026
- CAPITOL SECURITIES MANAGEMENT, INC.CRD 14169 · GLEN ALLEN, VA$2,162,366,778.00Regulatory AUM · August 2026
- CLARIS FINANCIAL, LLCCRD 168503 · GLEN ALLEN, VA$330,221,020.00Regulatory AUM · August 2026
- KINLOCH CAPITAL, LLCCRD 300735 · GLEN ALLEN, VA$301,100,787.00Regulatory AUM · August 2026
- STEELHEAD WEALTH MANAGEMENT LLCCRD 338410 · GLEN ALLEN, VA$341,895,056.00Regulatory AUM · August 2026
- THE CAPITAL MANAGEMENT CORPORATIONCRD 112242 · GLEN ALLEN, VA$825,641,317.00Regulatory AUM · August 2026
- THE MAIN STREET GROUP, LTDCRD 175502 · GLEN ALLEN, VA$515,285,051.00Regulatory AUM · August 2026