wiseradvisor

Find Top Financial Advisors in Glen Allen, Virginia

Advisor Match Advisor Match

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Glen Allen, Virginia
Last Updated - 27-Nov-2022

Glen Allen has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 31 non-vetted advisors in your local area. These financial advisors in Glen Allen, Virginia have an average of 21 years of experience.

NOTE: The list of financial advisors in Glen Allen, Virginia mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Glen Allen, Virginia.

Qualified Financial Advisors in Glen Allen, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Matthew Preddy
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
200 Westgate Pkwy,
Suite 202,
Henrico, VA 23233
17 Not Specified Not Specified Fee-Based
Daniel R. Hill
CFP®, AIF®
HILL WEALTH STRATEGIES
10800 Midlothian Turnpike,
Suite 154,
Richmond, VA 23235
25 Not Specified $100,000 Fee-Only

Information on Qualified Financial Advisors in Glen Allen

Qualifications CRD# 4827370
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 200 Westgate Pkwy,
Suite 202,
Henrico,
VA
23233
Phone Number 804-882-4128

I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I'm not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 3188300
Firm CRD# 149511
Series 65

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


Office Location 10800 Midlothian Turnpike,
Suite 154,
Richmond,
VA
23235
Phone Number 804-897-3919

Dan Hill is now entering his twenty-fifth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan, and his wife, Susan, reside in Williamsburg, VA. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

About Hill Wealth Strategies

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.


Top Financial Advisor Firms in Glen Allen, Virginia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
CAPITOL SECURITIES MANAGEMENT, INC.
4050 Innslake Drive , Suite 250,
Glen Allen, VA 23060
$1,266,169,257 2966 A percentage of AUM
Hourly charges
Fixed fees
THE CAPITAL MANAGEMENT CORPORATION
4101 Cox Road , Suite 110,
Glen Allen, VA 23060
$588,328,226 612 A percentage of AUM
MILLENNIUM ADVISORY SERVICES, INC.
5340 Twin Hickory Road,
Glen Allen, VA 23059
$579,789,816 2279 A percentage of AUM
Hourly charges
Fixed fees
CONCORD ASSET MANAGEMENT, LLC
2400 Old Brick Road , Suite 74,
Glen Allen, VA 23060
$379,741,251 855 A percentage of AUM
Fixed fees
THE MAIN STREET GROUP
4510 Cox Road , Suite 102,
Glen Allen, VA 23060
$275,964,323 1593 A percentage of AUM
Hourly charges
Fixed fees
CLARIS FINANCIAL, LLC
4510 Cox Rd. , Suite 302,
Glen Allen, VA 23060
$237,317,513 1024 A percentage of AUM
KINLOCH CAPITAL, LLC
4801 Cox Road , Suite 200,
Glen Allen, VA 23060
$202,298,364 492 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Glen Allen, Virginia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Mary Moniz
    Inquire with Mary
    4701 Cox Road, Suite 160, Glen Allen, VA  23060 757-741-2244
    Benjamin Page
    Inquire with Benjamin
    3908 Springfield Rd, Glen Allen, VA  23060 804-217-7926
    Martin, Dolan & Holton, LTD
    Inquire with Martin,
    4435 Waterfront Drive, Suite 200, Glen Allen, VA  23060 804-346-9595
    Terri Starliper
    Inquire with Terri
    4510 Cox Rd, Ste 104, Glen Allen, VA  23060 804-658-7166
    Patrick McAleer
    Inquire with Patrick
    4801 Cox Rd, Ste 202, Glen Allen, VA  23060 804-249-7505
    Leonard Levitch
    Inquire with Leonard
    4801 Cox Rd, Ste 202, Glen Allen, VA  23060 804-249-7520
    Deborah Goodermuth
    Inquire with Deborah
    4510 Cox Rd, Ste 104, Glen Allen, VA  23060 804-658-7166
    Roger E Kasch
    Inquire with Roger
    4801 Cox Rd, Ste 202, Glen Allen, VA  23060 804-249-7510
    Peter Marotta
    Inquire with Peter
    3908 Springfield Rd, Glen Allen, VA  23060 804-217-8901
    Paul Sakellariou
    Inquire with Paul
    3908 Springfield Rd, Glen Allen, VA  23060 804-864-6029
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Virginia?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?