A complete list of active advisors currently associated with Richard Young Advisors

Warmer can help you find a great advisor at Richard Young Advisors or one who fits your needs even better.

Richard Young Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. As of 12/31/2025 the firm reports managing about $1.195 billion in discretionary assets and typically implements portfolios using no-load mutual funds and ETFs. The firm follows modern portfolio theory, constructing portfolios across roughly 8–12 asset classes with a notable emphasis on international stocks and systematic tilts toward small-, value-, and profitability-oriented exposures; accounts are rebalanced quarterly and the firm offers more than 80 model portfolios or customized allocations. Financial planning, most often focused on retirement and tax planning, is usually provided alongside money management at no additional charge. Operationally, RYA has an unusually high client-to-advisor load—about 1,940 clients across eight advisors, or roughly 240 clients per advisor—which is higher than most peer teams and may affect service delivery and contact frequency. The firm also engages in client outreach through educational seminars and maintains branded websites (www.investrya.com and www.MoneyMD.net) and paid referral arrangements such as SmartVestor, SmartAsset, and WiserAdvisor, as well as promoter/finder relationships disclosed in its brochure.

To learn more about the advisors currently working at Richard Young Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.