Following an exceptional year of awards and milestones, WealthCrossing has been named to another prestigious national ranking. This time the firm is listed on Forbes prestigious annual 2025 Top Registered Investment Advisor (RIA) Firms, standing alongside only 250 U.S based advisory firms.
“This is another exciting first for our team and we are thrilled to see WealthCrossing recognized on a well-known Forbes ranking,” said Andrea Broughton, CPA, CEO and Founder. “It’s been an incredible year for us. This recognition reflects our continued growth, strong team, and most importantly, our unwavering commitment to client-centered service and relationships.”
A national and international media brand, Forbes publishes articles on business, finance, investing, marketing, and related topics. In addition, Forbes partners with SHOOK Research to compile annual rankings. SHOOK Research gathers data via an online survey and uses telephone and in-person interviews to focus on quantitative and qualitative factors used to weigh firms to produce the final ranking. No compensation was paid directly or indirectly to be included in, or to market, this ranking.
Discover more about the detailed methodology.
To read the full Forbes America’s Top RIA Firms 2025.
About WealthCrossing
Based in Richmond, VA, WealthCrossing specializes in delivering seamless, personalized solutions that integrate financial planning, tax strategies, and investment management. With a client-first philosophy and a forward-thinking approach, WealthCrossing empowers individuals and families to achieve financial clarity and maximize their wealth’s potential.
