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Find Retirement Advisors for Retirement Planning in Glen Allen, Virginia

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Finding the Best Retirement Planners in Glen Allen, Virginia

Last Updated - March 21, 2024

Glen Allen has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Glen Allen, Virginia have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Glen Allen, Virginia

advisor-photo
vector.svg VERIFIED

Daniel R. Hill
CFP®, AIF®
Hill Wealth Strategies

Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Top 7 Retirement Planning firms in Glen Allen, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAPITOL SECURITIES MANAGEMENT, INC.
4050 Innslake Drive, Suite 250
Glen Allen, VA, 23060
$1,285,947,3793202175
A Percentage of AUM, Hourly charges, Fixed Fees
2
THE CAPITAL MANAGEMENT CORPORATION
4101 Cox Road, Suite 110
Glen Allen, VA, 23060
$564,591,3176128
A Percentage of AUM
3
MILLENNIUM ADVISORY SERVICES, INC.
5340 Twin Hickory Road,
Glen Allen, VA, 23059
$530,135,067250528
A Percentage of AUM, Hourly charges, Fixed Fees
4
THE MAIN STREET GROUP
4510 Cox Road, Suite 102
Glen Allen, VA, 23060
$224,117,308164813
A Percentage of AUM, Hourly charges, Fixed Fees
5
KINLOCH CAPITAL, LLC
4801 Cox Road, Suite 200
Glen Allen, VA, 23060
$219,938,5725444
A Percentage of AUM, Hourly charges, Fixed Fees
6
CLARIS FINANCIAL, LLC
4510 Cox Rd., Suite 302
Glen Allen, VA, 23060
$206,637,7419088
A Percentage of AUM
7
ADVISOR FINANCIAL SERVICES, INC.
9307 Brook Rd,
Glen Allen, VA, 23060
$32,297,0002663
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Glen Allen, Virginia

QualificationsFirm CRD# 14169

Assets Under Management $1,285,947,379

No. Of Clients3202

Clients Per Financial Advisor18

CAPITOL SECURITIES MANAGEMENT, INC. is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3202 clients. The team consists of 175 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 112242

Assets Under Management $564,591,317

No. Of Clients612

Clients Per Financial Advisor77

THE CAPITAL MANAGEMENT CORPORATION is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $565M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 116057

Assets Under Management $530,135,067

No. Of Clients2505

Clients Per Financial Advisor89

MILLENNIUM ADVISORY SERVICES, INC. is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $530M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2505 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 175502

Assets Under Management $224,117,308

No. Of Clients1648

Clients Per Financial Advisor127

THE MAIN STREET GROUP is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1648 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 300735

Assets Under Management $219,938,572

No. Of Clients544

Clients Per Financial Advisor136

KINLOCH CAPITAL, LLC is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 544 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 168503

Assets Under Management $206,637,741

No. Of Clients908

Clients Per Financial Advisor114

CLARIS FINANCIAL, LLC is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 908 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 118537

Assets Under Management $32,297,000

No. Of Clients266

Clients Per Financial Advisor89

ADVISOR FINANCIAL SERVICES, INC. is a financial advisory firm situated in Glen Allen, Virginia. With a nearly $32M assets under management, the firm specializes in crafting personalized retirement planning solutions for 266 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

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