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Richard C. Young & Co., Ltd.

EST. AUM
$1,801,392,887

CONTACTS
3

CLIENT ACCOUNTS
2,042

Firm Details

Metro area Naples
CRD Number 105866
Website younginvestments.com
Client types

Overview

Richard C. Young & Co., Ltd. is a financial advisory firm based in Naples, Florida, and Newport, Rhode Island. Recognized by Barron’s as one of the top independent financial advisors in the United States for eight consecutive years, the firm specializes in managing investment portfolios for individuals, families, and small businesses nationwide. Founded in 1989, Richard C. Young & Co. focuses on conservative investment strategies, primarily emphasizing dividend and interest-paying securities. The firm operates as a fee-only advisor, aligning its interests with those of its clients by avoiding conflicts associated with commission-based models. Their investment approach includes global diversification across various asset classes while maintaining a commitment to proprietary research and personalized client service.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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