Cary Street Partners

About Cary Street Partners

<p>Founded in 2002, Cary Street Partners is a registered investment advisor with a large footprint across the Mid-Atlantic, the Carolinas, Texas, Tennessee, Florida, and New Jersey. The firm is headquartered in Richmond in Central Virginia and has offices in Abingdon, Charlottesville, Fredericksburg, Glen Allen, McLean, Roanoke, Virginia Beach, and Wytheville; Austin, Fort Worth, and San Antonio; Charlotte and Greensboro; Greenville; Johnson City and Kingsport; Morristown; and Sarasota and Tampa.</p> <p>Cary Street Partners has 133 employees and reports $12.0B in assets under management (2026). Along with wealth management, the team works with employers on retirement plan design and ongoing management, including 401(k), 403(b), profit-sharing, and cash balance plans.</p> <p>Plan work includes investment oversight, fiduciary guidance, benchmarking, help with Form 5500 preparation and audit support, and coordinating with recordkeepers. The firm also provides participant-focused financial education tied to the plan’s goals.</p> <p>One differentiator is its year-round service model for plan sponsors, with regular check-ins and action items rather than a once-a-year review cycle. Cary Street Partners has been recognized by Forbes (Top RIA Firms) and USA Today (Best Financial Advisory Firms).</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support for employer-sponsored retirement plans</li> <li>Plan design: 401(k), 403(b), profit-sharing, and cash balance</li> <li>Investment lineup reviews and fiduciary process support</li> <li>Plan benchmarking, Form 5500 help, and audit assistance</li> <li>Recordkeeper coordination and participant education</li> </ul>

Website: https://carystreetpartners.com/what-we-do/business-retirement-plans/

Founded: 2002

Employees: 133