The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

59. WealthCrossing

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WealthCrossing, based in Richmond, Virginia, is ranked No. 59 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.2 billion
Accounts Under Management: 1,289
Years in Business: 20

  • Accepts clients in all 50 states
  • Physical offices in Virginia
  • $1 million minimum asset threshold

Leadership and Contact Information:
Andrea Broughton, chief executive officer
Kevin King, president
Stephanie Stumpf, partner

wealth-crossing.com
1001 Haxall Point, Suite 705, Richmond, VA 23219
(804) 237-1700

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