Daniel Yoo, Senior Wealth Advisor in the Fairfax, VA office of PBMares Wealth Management, LLC, was recently recognized in AdvisorHub’s 2025 ranking of Advisors to Watch. Daniel was ranked #108 in the Registered Investment Advisor (RIA) category.

Out of 100 possible points in both Scale (relative size of assets, production, and quality of service) and Growth (relative year-over-year change in assets, clients, and production), Daniel scored 84.48 and 90.12, respectively. The RIAs to Watch list only includes advisors registered directly with the Securities and Exchange Commission (SEC).

Daniel joined PBMares Wealth Management in 2019. He has guided many business owners through exits, succession, valuation optimization, and portfolio management by leveraging his Certified Exit Planning Advisor®, Certified Merger & Acquisition Advisor®, and CERTIFIED FINANCIAL PLANNER™ designations.

The fourth annual ranking recognizes excellence in all types of practices and advisors. Advisor Hub received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150 million in assets under management (AUM), two years at their current firm and in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgments).

Advisors are ranked on a 100-point scale in three categories.:

  • Scale: Relative size of assets, production and quality of service;
  • Growth: Relative year-over-year change in assets, clients and production; and
  • Professionalism: Regulatory record, community involvement, mentorship and team makeup.

According to AdvisorHub, “These factors allow us to highlight a more dynamic mix of advisors—not just the largest or most established, but also those building innovative, forward-thinking practices.”

Data collected is from 12/31/2023 to 12/31/2024. The award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation.

About PBMares Wealth Management, LLC

PBMares Wealth Management is an independent, registered investment advisory firm that takes an evidence-based approach to investing. As fiduciaries, they put clients’ best interest first and take a holistic approach to financial planning and wealth management. Connect with PBMares Wealth Management on LinkedIn.

About PBMares, LLP

PBMares is a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals. Founded in 1963, PBMares serves clients across the United States from 13 offices located in Virginia, Northern Virginia, Maryland, and North Carolina. PBMares represents companies ranging from closely held private businesses to leading nonprofits and Fortune 500 multinationals. The Firm has industry practices specializing in construction, real estate, financial institutions, government contracting, hospitality, franchises, not-for-profit, and state and local government. Services include cybersecurity, cloud accounting, wealth management, and more.

PBMares has been perennially ranked among the top 100 firms across the country by Accounting Today, Inside Public Accounting, and Forbes.

For more information, visit www.pbmares.com, like us on Facebook, and connect with us on LinkedIn.