{
  "path": "/advisors/va/richmond/glen-allen",
  "url": "https://advisorcensus.com/advisors/va/richmond/glen-allen",
  "page_type": "metro_city",
  "title": "Financial advisors in Glen Allen, VA",
  "filters": {},
  "scope_total": 18,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Glen Allen, VA?",
      "a": "AdvisorCensus lists 18 investment advisory firms with a principal office in Glen Allen, Virginia (part of the Richmond metro area), from Form ADV filings as of October 2026: 8 SEC-registered, 10 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Glen Allen, VA?",
      "a": "7 of the 18 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Glen Allen, VA offer financial planning?",
      "a": "13 of the 18 firms in Glen Allen, VA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Glen Allen, VA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 7 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 18 investment advisory firms with a principal office in Glen Allen, Virginia (part of the Richmond metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Richmond metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Glen Allen, VA: 18 firms from Form ADV filings as of October 2026.",
  "total_firms": 18,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 8,
    "state": 10,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 7
    },
    {
      "code": "percentage_of_aum",
      "count": 16
    },
    {
      "code": "hourly",
      "count": 10
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 12
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 4
    },
    {
      "code": "5_to_9",
      "count": 6
    },
    {
      "code": "10_to_19",
      "count": 4
    },
    {
      "code": "20_plus",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 2
    },
    {
      "code": "100m_500m",
      "count": 7
    },
    {
      "code": "500m_1b",
      "count": 2
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 120265,
      "name": "Accounting Advisory Services, L.L.C.",
      "name_as_filed": "ACCOUNTING ADVISORY SERVICES, L.L.C.",
      "url": "https://advisorcensus.com/firm/accounting-advisory-services-l-l-c-glen-allen-va-120265",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296945,
      "name": "Accurate Capital and Wealth LLC",
      "name_as_filed": "ACCURATE CAPITAL AND WEALTH LLC",
      "url": "https://advisorcensus.com/firm/accurate-capital-and-wealth-llc-glen-allen-va-296945",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329425,
      "name": "Atlantic Union Municipal Advisors, Inc",
      "name_as_filed": "ATLANTIC UNION MUNICIPAL ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/atlantic-union-municipal-advisors-inc-glen-allen-va-329425",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108445,
      "name": "BDC Capital Management, Inc.",
      "name_as_filed": "BDC CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bdc-capital-management-inc-glen-allen-va-108445",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 14169,
      "name": "Capitol Securities Management, Inc.",
      "name_as_filed": "CAPITOL SECURITIES MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/capitol-securities-management-inc-glen-allen-va-14169",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168503,
      "name": "Claris Financial, LLC",
      "name_as_filed": "CLARIS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/claris-financial-llc-glen-allen-va-168503",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114532,
      "name": "Dominion Capital Advisory, LLC",
      "name_as_filed": "DOMINION CAPITAL ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/dominion-capital-advisory-llc-glen-allen-va-114532",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168395,
      "name": "Financial Freedom Planners",
      "name_as_filed": "FINANCIAL FREEDOM PLANNERS",
      "url": "https://advisorcensus.com/firm/financial-freedom-planners-glen-allen-va-168395",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313926,
      "name": "Freedom Capital Management",
      "name_as_filed": "FREEDOM CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/freedom-capital-management-glen-allen-va-313926",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300735,
      "name": "Kinloch Capital, LLC",
      "name_as_filed": "KINLOCH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/kinloch-capital-llc-glen-allen-va-300735",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342575,
      "name": "Kotini Capital Advisors LLC",
      "name_as_filed": "KOTINI CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/kotini-capital-advisors-llc-glen-allen-va-342575",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298369,
      "name": "Rcplanners",
      "name_as_filed": "RCPLANNERS",
      "url": "https://advisorcensus.com/firm/rcplanners-glen-allen-va-298369",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338410,
      "name": "Steelhead Wealth Management",
      "name_as_filed": "STEELHEAD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/steelhead-wealth-management-glen-allen-va-338410",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112242,
      "name": "The Capital Management Corporation",
      "name_as_filed": "THE CAPITAL MANAGEMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/the-capital-management-corporation-glen-allen-va-112242",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 49,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175502,
      "name": "The Main Street Group",
      "name_as_filed": "THE MAIN STREET GROUP",
      "url": "https://advisorcensus.com/firm/the-main-street-group-glen-allen-va-175502",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151510,
      "name": "Virginia Estate and Retirement Planning Advisors, Inc.",
      "name_as_filed": "VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/virginia-estate-and-retirement-planning-advisors-inc-glen-allen-va-151510",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165456,
      "name": "Vision Wealth Planning, LLC",
      "name_as_filed": "VISION WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/vision-wealth-planning-llc-glen-allen-va-165456",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298020,
      "name": "Yes Life Financial",
      "name_as_filed": "YES LIFE FINANCIAL",
      "url": "https://advisorcensus.com/firm/yes-life-financial-glen-allen-va-298020",
      "city": "Glen Allen",
      "state": "VA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/va",
      "label": "Financial advisors in Virginia"
    },
    "metro": {
      "path": "/advisors/va/richmond",
      "label": "Financial advisors in Richmond, VA"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/va/richmond/fee-only",
        "label": "Fee-only financial advisors in Richmond, VA",
        "firm_count": 46
      },
      {
        "path": "/advisors/va/richmond/flat-fee",
        "label": "Flat-fee financial advisors in Richmond, VA",
        "firm_count": 73
      },
      {
        "path": "/advisors/va/richmond/hourly",
        "label": "Hourly financial advisors in Richmond, VA",
        "firm_count": 53
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/va/richmond/for-high-net-worth-individuals",
        "firm_count": 89,
        "label": "Financial advisors for high-net-worth individuals in Richmond, VA"
      },
      {
        "path": "/advisors/va/richmond/for-retirement-plans",
        "firm_count": 37,
        "label": "Financial advisors for retirement plans in Richmond, VA"
      },
      {
        "path": "/advisors/va/richmond/for-businesses",
        "firm_count": 40,
        "label": "Financial advisors for businesses in Richmond, VA"
      },
      {
        "path": "/advisors/va/richmond/for-charities",
        "firm_count": 47,
        "label": "Financial advisors for charitable organizations in Richmond, VA"
      },
      {
        "path": "/advisors/va/richmond/no-account-minimum",
        "firm_count": 9,
        "label": "Financial advisors with no account minimum in Richmond, VA"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/va/richmond/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Richmond, VA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}