YHB Wealth Advisors, LLC, a registered investment advisory firm, is pleased to announce it was recently ranked on Accounting Today’s The Top 150 Firms by AUM (assets under management). YHB Wealth Advisors has been recognized in the $100 Million-Plus Club.
“We are so proud to see that through the COVID-19 pandemic, our industry was still able to adjust and thrive,” said Randy Beeman, Director of YHB Wealth Advisors. “We owe this honor to our trusted clients that have grown with us this past year. After only four years of services, we are very pleased with the growth we have been able to accomplish together.”
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 2021 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.