YHB Wealth Advisors, LLC, a registered investment advisory firm, is pleased to announce it was recently ranked on Accounting Today’s 2020 Wealth Magnets – Top Firms by AUM (assets under management). YHB Wealth Advisors ranked as the 5th largest based in Virginia.
“Making the list of top firms is a tribute to the trust our clients place in YHB, for which we are honored,” said Randy Beeman, Director of YHB Wealth Advisors. “We started offering these services to clients just three years ago and are very pleased with the growth.”
Accounting Today has been compiling the list of leading U.S. wealth management firms by assets under management for the past decade. To qualify for the ranking, the entity must be a CPA firm that has a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.
YHB Wealth Advisors was founded in December 2017 as a limited liability company and is a subsidiary of Yount, Hyde & Barbour, P.C. YHB Wealth Advisors is proud to provide services to individuals, families, trusts, businesses, charitable foundations and institutions.
The 2020 Wealth Magnets Ranking of the Top 150 Firms by AUM is published by Accounting Today, an independent company unaffiliated with YHB Wealth Advisors. The ranking is exclusively by assets under management and is based on submissions by over 200 firms. YHB Wealth Advisors did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for YHB Wealth Advisors. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. For informational purposes only.