WealthCrossing’s commitment to client-centered service has earned it’s first placement on CNBC’s 2025 Financial Advisor 100 list. This is the seventh annual CNBC ranking of 100 financial advisory firms that sees WealthCrossing at number 59 amongst it’s advisory firm peers across the country.
“This is our first time on this prestigious annual CNBC ranking,” said Andrea Broughton, CPA, CEO and Founder. “Our team is excited to have this recognition of their hard work and focus on client service acknowledged by this national listing.”
CNBC is a recognized provider of business news and financial market coverage across an extensive portfolio of programming and digital products. To curate the annual FA 100 ranking, CNBC partners with a third-party data provider AccuPoint Solutions to analyze and apply weightings to the data. For 2025, the process started with 40,563 registered investment firms. The list was reduced, and CNBC sent an extensive email survey to 1,015 firms that met the initial qualifying criteria. Once verified, that data was used to weight categories and refine the ranking of the final top 100 firms. Data points included criteria such as regulatory records, number of certified financial planners, assets under management, firm size and longevity. No compensation was paid directly or indirectly to be included in, or to market, this ranking.
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.
