Kristen Hardy Honored As One of the Top Financial Advisors to Watch Who Manage Under One Billion in Client Assets by AdvisorHub
Charlottesville, Virginia – June 20th, 2025 – Kristen Hardy, CFP a Private Wealth Advisor with Ameriprise Financial, Inc. in Charlottesville was recognized as one of the top “Advisors to Watch Under $1Bil” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who manage less than one billion in client assets based on their innovation, professionalism, and success in the business.
Hardy was chosen based on her growth, the quality of practice, and character. The publication evaluated advisor nominations according to their assets under management, number of client relationships and acquisitions, years of experience, professional designations, community involvement, and the makeup of her team, among other criteria.
Hardy is part of OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. As a Private Wealth Advisor, Hardy provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. Kristen Hardy has served Charlottesville area since 2013. For more information, please contact Kristen Hardy at (434) 220-4671 or visit the Ameriprise office at 941 Glenwood Station Ln Ste 203 Charlottesville, VA 22901.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit Kristen Hardy, Private Wealth Advisor in Charlottesville, VA
Visit advisorhub.com for additional information about AdvisorHub. Advisors to Watch: Under $1B - AdvisorHub
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1Company founded June 29, 1894.
Source: AdvisorHub, “Advisors to Watch Under $1Bil,” June 20th, 2025
The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
File # AMP4956738.2- (Approved until 1/31/2026)
OakHeart Financial Group
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Kristen Hardy Private Wealth Advisor, COO
- June 26, 2025
- (434) 220-4671
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