Cary Street Partners

RIASEC Registered
Total AUM
$10.3B
Discretionary
$6.9B
68% of AUM
Avg account
$613K
Accounts
16,731
Employees
182
Advisory reps
124

Firm details

Headquarters
Richmond, Virginia
CRD number
128545
Registered since
August 12, 2005
Custodians
CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI72.62%
  • Individuals14.27%
  • Pension & Profit Sharing Plans7.82%
  • Corporations / Businesses2.32%
  • Charitable Organizations1.52%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cary Street Partners is an independent, SEC-registered investment adviser (registered in 2005) that provides wealth management and institutional advisory services. The firm serves a mix of individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses and for institutions, pension consulting, adviser selection, and educational programs. Its fee model is flexible and includes asset-based fees, hourly and fixed fees, performance-based arrangements, and other fee structures. Cary Street Partners has been recognized in industry rankings, including listings by Barron's (Top 100 RIA Firms, 2021–2023), Forbes (America’s Top RIA Firms, 2023; Top RIA Firms, 2024), Financial Times (Top 300 RIAs, 2020), FA Magazine (Top RIA Firms, 2020), and Citywire (50 Growers Across America, 2025 and 2026). The firm maintains a range of industry affiliations that extend beyond pure advisory work: it is connected with broker-dealer, insurance, accounting, and other investment adviser entities and acts as sponsor/GP or managing member of pooled investment vehicles. That combination indicates Cary Street both allocates to third-party managers and sponsors or operates pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 28%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, US Government Bonds 3%, Investment Grade Corp Bonds 2%, Private Funds 1%, Other 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • US Government Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 259

Active vs passive

$317M in ETFs

Passive

69%

$219M

Active

19%

$98.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$9.2M42,0252.89%

Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
901 E Byrd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth