The award is based on data analysis and editorial review, and assesses criteria such as assets under management, firm size and longevity, number of certified financial planners, and regulatory records, among other criteria. Verus Financial Partners did not pay any compensation to be considered or otherwise advertise the award. For additional details regarding the ranking’s methodology, click here.

At Verus, we focus on building long-term relationships and giving clients the confidence and clarity they need to make informed financial decisions.

This continued recognition reflects Verus Financial Partners’ commitment to providing clear, personalized financial guidance centered on the needs of its clients and their long-term goals. 

With more than $1 billion in assets under management, 34 years in business, and over 600 client households served, Verus Financial Partners has built its reputation as a fiduciary for lasting client relationships. The firm’s name comes from the Latin word for “true, genuine, and just,” a reflection of its belief that financial advice should be transparent, thoughtful, and tailored to each client’s situation. Services include retirement planning, tax strategy and preparation, investment management, and portfolio management, all offered on a fee-only basis. 

“We’re honored to be recognized by CNBC as one of the country’s top financial advisory firms,” said David A. Kozlowski, President of Verus Financial Partners. “This recognition reflects the experience of our team and our continued commitment to helping clients work toward their goals with honest, thoughtful advice. At Verus, we focus on building long-term relationships and giving clients the confidence and clarity they need to make informed financial decisions.”

Now in its eighth year, CNBC’s Financial Advisor 100 list is based on a comprehensive evaluation of SEC-registered RIAs. Firms are assessed using factors that include assets under management, compliance history, years in business, number of certified financial planners, and client-to-advisor ratios, as well as other factors. The ranking process begins with more than 40,000 registered firms nationwide. 

As individuals and families continue to navigate changing economic conditions, Verus Financial Partners remains focused on helping clients make informed financial decisions through personalized planning, tax-efficient strategies, and disciplined investment management. The firm welcomes those seeking a long-term financial partner to learn more about its approach and services. 

Verus stands on the principle that financial planning should start with the client, not the numbers. It is a relationship based on the deepest trust, partnership, and shared purpose. This recognition from CNBC is meaningful, not because of its prestige, but because it affirms that our people-first approach is working. Although Verus Financial Partners’ national ranking is a wonderful milestone, what matters most is the long-term, meaningful relationships we’ve built. That is, and will remain, the true measure of our success.

About Verus Financial Partners 
Verus Financial Partners is a fee-only RIA based in Richmond, Virginia, dedicated to retirement planning, tax and investment management. With a team of experienced professionals, including Certified Financial Planners® Certified Public Accounts, Enrolled Agents, and other designations, the firm serves clients nationwide, emphasizing transparency, fiduciary responsibility, and long-term financial well-being. For more information, visit www.verusfinancialpartners.com or contact the team at (804) 592-3465. 

IMPORTANT DISCLOSURE INFORMATION

*Please Note: Ranking Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology above). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.  ANY QUESTIONS: Verus’ Chief Compliance Officer, Julie Waitman, remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.