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RICHARD YOUNG ADVISORS

AUGUSTA, GA · CRD 126124 · IAPD ↗ · vimeo.com · 706-739-0725

$1.20BRegulatory AUM
8Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
March 2026 — RICHARD YOUNG ADVISORS notice-filed in CA, CO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2026 — RICHARD YOUNG ASSOCIATES, LTD. is now doing business as RICHARD YOUNG ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
March 2026 — RICHARD YOUNG ADVISORS crossed $1B in regulatory AUM ($972.4M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2025 — RICHARD YOUNG ASSOCIATES, LTD. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
March 2024 — RICHARD YOUNG ASSOCIATES, LTD. changed its website from moneymd.net to investrya.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.