Financial Advisor Magazine Recognizes Cary Street Partners Among 2026 Top RIAs
Cary Street Partners is proud to be recognized in Financial Advisor Magazine’s 2026 Top RIAs ranking, earning the #63 spot out of 360 firms in the $1 billion and over assets under management category.
FA Magazine’s America’s Top RIAs. Awarded in July 2026 for data as of December 31, 2025. …
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Virginia Business Features Cary Street Partners’ Richmond Expansion
Virginia Business highlights Cary Street Partners’ acquisition of Richmond-based Seneca House Advisors, offering an independent look at the firm’s strategic expansion into Richmond’s West End. The article covers the addition of Elizabeth King, Matthew Daniel, Tyler Napier and their team, …
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New home for Cary Street Partners’ growing New Jersey team
JANUARY 28, 2022 — A national financial services firm has leased 7,600 square feet of office space in Morris County, in one of two newly announced deals by Chilmark Real Estate Services. Read More …
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Kara Valentine joins Luxon Financial, parent company of Cary Street Partners, as Chief Marketing Officer and Head of Business Development
RICHMOND, Va.–(BUSINESS WIRE)–Luxon Financial LLC, an independent financial services firm and the parent company of wealth manager Cary Street Partners LLC, announced today that Ms. Kara M. Valentine has joined the firm as Chief Marketing Officer and Head of Business …
Luxon Financial announces the election of Wendy Rogers to the Firm’s Board of Managers
Luxon Financial LLC, the parent company of Cary Street Partners LLC, is pleased to announce the election of Richmond resident Wendy Rogers to its Board. Ms. Rogers currently serves as Vice President, National Relationship Management of The Signatry, a global …