WealthCrossing is delighted to announce that it has been named to WealthManagement.com’s 2025 RIA Edge 100.
“Our team is proud to be recognized by WealthManagement.com, and have our growth celebrated by this leading industry publication,” said J. Kevin King, CPA, CFP ®, Founder and President of WealthCrossing.
WealthManagement.com provides news, research and career building insights to empower financial advisors to grow their businesses, deepen client engagement and establish leadership in the industry. The RIA Edge 100 is a list developed by WealthManagement’s research team in partnership with a third-party data firm, ISS Market Intelligence. The final list was curated by limiting to SEC-registered firms that provide financial planning services and manage at least $500 million in assets. To give a clearer picture of firm growth by focusing on client service and internal talent, firms were filtered by several metrics including AUM growth over five years, ratio of employees to clients, AUM per advisor and the percentage of employees with the CERTIFIED FINANCIAL PLANNER® certification. Firms cannot apply for this list and no compensation was provided to be included on or market the list.
“This year has been significant for us as we rebranded to WealthCrossing. To have this industry acknowledgment of our efforts and our highly personalized approach to our clients is a testament to our long-term strategic goals,” explained Andrea Broughton, CPA, CEO and Founder of WealthCrossing.
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
Disclosure:
WealthCrossing is a dba of SBK Financial, Inc. and is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). SEC registration does not imply any level of skill or an endorsement by the SEC of the firm’s advisory services. This communication has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security.
