Category: Press

We are pleased to share that two Cary Street Partners Financial Advisors have been recognized on AdvisorHub’s 2026 Advisors to Watch list.
AdvisorHub Advisors to Watch — Advisors to Watch Over $1B. Awarded to Daniel Clendenin in April 2026 by AdvisorHub for data as of December 31, 2025. | AdvisorHub Advisors to Watch — 200 Women Advisors to Watch. Awarded to Christina Todd in April 2026 by AdvisorHub for data as of December 2024–February 2026. …

Read More… from AdvisorHub’s 2026 Advisors to Watch List Names Two Cary Street Partners Advisors

Cary Street Partners is pleased to announce that President, Walter Bayne has been recognized as a 2026 Virginia Business C-Suite Awards Honoree.
Virginia Business C-Suite Awards (Awarded April 2026 based on February 2026 application and nomination process). Licensing, royalty, promotion, and other marketing-related fees paid for use of ranking. …

Read More… from President Walter Bayne Named a 2026 Virginia Business C-Suite Awards Honoree

For a fourth consecutive year, Cary Street Partners has been recognized by USA TODAY and Statista as one of the nation’s top financial advisory firms for 2026.
USA TODAY’s Best Financial Advisory Firms, developed and tabulated by Statista. Awarded in April 2026 for data as of January 2026. …

Read More… from Cary Street Partners Earns Fourth Consecutive Recognition from USA TODAY and Statista

Cary Street Partners is proud to announce that Financial Advisor, Christina Todd has been named a 2026 Forty Under 40 Honoree by Virginia Business.
Virginia Business Forty Under 40 (Awarded February 2026 based on January 2026 application and nomination process). Licensing, royalty, promotion, and other marketing-related fees paid for use of ranking. …

Read More… from Christina Todd Recognized as a 2026 Virginia Business Forty Under 40 Honoree

Dan Clendenin, Financial Advisor in our Fredericksburg, VA office, has been named to the Forbes Best-In-State Wealth Advisors list for 2026.
Forbes Best-In-State Wealth Advisors, developed and tabulated by SHOOK Research. Awarded to Daniel Clendenin in April 2026 for data as of June 30, 2025. …

Read More… from Dan Clendenin Named Among Forbes’ Best-In-State Wealth Advisors for 2026

Christina Todd, Financial Advisor in our Glen Allen, VA office has been named to AdvisorHub’s 2026 Top 200 Women Advisors to Watch.
AdvisorHub’s 200 Women Advisors to Watch (Awarded April 2026 for data as of December 2024 – February 2026) …

Read More… from Christina Todd Recognized Among AdvisorHub’s Top 200 Women Advisors to Watch for 2026

Cary Street Partners continues its strategic growth by announcing the absorption of Pursuit Wealth Management and establishing its third office in Florida. This addition reflects the firm’s ongoing strategy of aligning with established advisory teams that share a commitment to …

Read More… from Cary Street Partners Continues Strategic Firm Expansion into Palm Beach

Cary Street Partners’ Chief Operating Officer, Wes Gallup, was recently featured on an episode of Richmond Leadership Lab, where he shared insights on leadership, firm culture, and growth in the wealth management industry. In the episode, Wes discusses how clarity …

Read More… from Chief Operating Officer, Wes Gallup, Featured on Richmond Leadership Lab Podcast

February 2026 We are pleased to announce the recent promotions of several outstanding team members. These individuals consistently go above and beyond in support of our clients, colleagues, and the firm. Their promotions are a testament to their hard work, …

Read More… from Congratulations to CSP Promotions February 2026

The 2025 Five Star Wealth Manager Award has been announced by Five Star Professional, recognizing Christina E. Todd, CFP^® (“CT”) as a 2025 honoree.
Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Registration does not imply a certain level of skill or training. This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1353 Richmond-area wealth managers were considered for the award; 63 (5 % of candidates) were named 2025 Five Star Wealth Managers. …

Read More… from Christina Todd Named A 2025 Five Star Wealth Manager by Five Star Professional