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Cary Street Partners Advisors Listed Among AdvisorHub’s List of 2025 Advisors to Watch

The fourth annual Advisors to Watch ranking has been announced, recognizing four Cary Street Partners Financial Advisors. AdvisorHub compiles data from teams in three major categories – scale of business, growth of the business, and professionalism – to highlight a dynamic mix of advisors across the country.

For a fourth consecutive year, Dan Clendenin in our Fredericksburg, VA office has been listed on AdvisorHub’s Advisors to Watch list. This year, Dan has been named to the 200 Advisors Over $1Billion list.

For a second consecutive year, Ian Holder in our Virginia Beach, VA office has been listed on AdvisorHub’s Advisors to Watch list as well. Ian has been named to the 250 Advisors Under $1Billion list.

Dawn Heneberry in Charlottesville, VA, and Dave Cottam in Morristown, NJ, have made appearances on the Advisors to Watch list for the first time. Both have been listed among the 250 RIAs to Watch list.

 

We are pleased to celebrate these dedicated advisors for growing their businesses and delivering exceptional service to clients, earning their recognition among AdvisorHub’s List of 2025 Advisors to Watch.

 


 

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