Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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.
Daniel R. Hill
CFP®, AIF®
Hill Wealth Strategies
Qualifications
CRD# 3188300
Firm CRD# 149511
Series 65
Minimum Assets Required
$100,000
Not Specified.
Fee-Only, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CAPITOL SECURITIES MANAGEMENT, INC. 4050 Innslake Drive, Suite 250 Glen Allen, VA, 23060 | $1,285,947,379 | 3202 | 175 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | THE CAPITAL MANAGEMENT CORPORATION 4101 Cox Road, Suite 110 Glen Allen, VA, 23060 | $564,591,317 | 612 | 8 | A Percentage of AUM |
3 | MILLENNIUM ADVISORY SERVICES, INC. 5340 Twin Hickory Road, Glen Allen, VA, 23059 | $530,135,067 | 2505 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | THE MAIN STREET GROUP 4510 Cox Road, Suite 102 Glen Allen, VA, 23060 | $224,117,308 | 1648 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | KINLOCH CAPITAL, LLC 4801 Cox Road, Suite 200 Glen Allen, VA, 23060 | $219,938,572 | 544 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | CLARIS FINANCIAL, LLC 4510 Cox Rd., Suite 302 Glen Allen, VA, 23060 | $206,637,741 | 908 | 8 | A Percentage of AUM |
7 | ADVISOR FINANCIAL SERVICES, INC. 9307 Brook Rd, Glen Allen, VA, 23060 | $32,297,000 | 266 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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