Falists

Virginia · 15 advisers

Financial Advisors in Glen Allen, Virginia

Looking for a financial advisor in Glen Allen, Virginia? Falists indexes 15 SEC-registered and state-registered investment advisers in Glen Allen — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $2.16B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

13

Largest AUM

$2.16B

Financial planning

10

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth13Planning10Trusts11Retirement3Institutional6

Top advisors in Glen Allen

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

More cities in Virginia

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Common questions

How many financial advisors are in Glen Allen, Virginia?
15 registered investment advisers are listed in our Glen Allen directory, sourced from public SEC filings.
What types of advisors are in Glen Allen?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Glen Allen?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.