Daniel W. Clendenin Named to AdvisorHub’s list of 2022 50 Advisors To Watch (Over $1B)
Daniel W. Clendenin in our Fredericksburg, VA office has been named to AdvisorHub’s list of 2022 50 Advisors To Watch (Over $1B).
(Awarded September 2022 for the year 2022.) …
Cary Street Partners Charlottesville Office Named Among Charlottesville’s Finest
Cary Street Partners Charlottesville Office is proud to be named one of Charlottesville’s Finest Wealth Management Firms. The 2022 winners are listed in Charlottesville’s Finest magazine. See 2022 Winners …
Read More… from Cary Street Partners Charlottesville Office Named Among Charlottesville’s Finest
Cary Street Partners Named to Barron’s List of 2022 Top 100 RIA Firms in the United States
For a third consecutive year, Cary Street Partners has been named to the Barron’s List of 2022 Top 100 RIA Firms.
(Received September 2022 for the year 2021 – Licensing fees paid post award for use of the ranking) …
Cary Street Partners Grows in Hampton Roads – Adds to Leadership Depth with Regional Management Move
Virginia Beach, Virginia – July 15, 2022 – Cary Street Partners is pleased to announce Ian A. Holder has joined its Virginia Beach wealth management team as a Financial Advisor, Managing Director and Branch Office Manager. Ian previously served wealth …
How a $1.6bn Virginia deal came together – Cary Street Partners and Atlantic Union’s Dixon, Hubard, Feinour & Brown, Inc.
Atlantic Union executives sat down with the managing members of Cary Street Partners, a Richmond-based RIA that had long used Atlantic Union as its treasury bank. Deal talks emerged ‘organically,’ according to Cary Street CEO Joseph Schmuckler. ‘Understanding culturally what …
Cary Street Partners to Acquire Bank’s $1.6bn RIA Arm
Cary Street Partners in Richmond, Va. revealed that it has struck a deal to acquire Dixon, Hubard, Feinour & Brown, a $1.6bn RIA subsidiary of publicly traded Atlantic Union Bank. Simultaneously, Atlantic Union Bank will take a minority stake in …
Read More… from Cary Street Partners to Acquire Bank’s $1.6bn RIA Arm
Cary Street Partners is Acquiring Atlantic Union Bank’s Dixon, Hubard, Feinour & Brown Registered Investment Advisory Arm
An acquisition-hungry downtown investment firm has looked to Richmond’s biggest locally based bank for its next play in Virginia and its biggest deal ever. Read Full Article …
Cary Street Partners to Acquire RIA Business from Atlantic Union Bank – Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners
RICHMOND, Va. – BUSINESS WIRE – Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is …
Richmond firm acquires National Wealth Management
Cary Street Partners of Richmond, Va., is expanding further in the Garden State market with its acquisition of Florham Park-based National Wealth Management. Terms of the transaction, which closed on April 15, were not immediately disclosed. The combined firms will …
Read More… from Richmond firm acquires National Wealth Management
National Wealth Management to Join Cary Street Partners – Further Expands Cary Street Partners’ New Jersey Presence
RICHMOND, Va.–BUSINESS WIRE–Cary Street Partners today announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based …