FA 100: CNBC ranks the top-rated financial advisory firms of 2019

Finding the right advisor to help with your financial needs and goals can be complicated. There are so many factors to assess. Many advisors will use a high asset under management as a selling point metric when marketing themselves to potential investors. However, AUM isn’t the whole story when a potential client is determining which financial advisory firm is right for them.

The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive planning and financial service that helps clients navigate through their complex financial life.

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

FA 100 2019

Rank	Business Name	Total AUM (millions)	Years in the Business	Accounts Under Management
1	Salem Investment Counselors	1,356,991	33	1,652
2	Montag & Caldwell	2,100,413	43	439
3	Dana Investment Advisors	5,183,224	39	2,449
4	Century Management Financial Advisors	1,033,809	38	913
5	North Star Asset Management	1,577,049	23	2,062
6	NewSouth Capital Management	3,683,498	34	235
7	California Financial Advisors	1,083,937	21	2,627
8	Richmond Capital Management	5,506,418	32	232
9	Tom Johnson Investment Management	1,191,482	28	3273
10	Richard C. Young & Co.	1,004,731	29	1,489
11	Sound Shore Management	5,104,007	25	625
12	Gamble Jones Investment Counsel	1,275,053	28	1,176
13	C. S. McKee	9,688,441	17	320
14	Carret Asset Management	2,474,880	15	2,140
15	Gofen & Glossberg	4,186,889	42	3,093
16	Wedgewood Partners	1,595,884	31	1,140
17	Agincourt Capital Management	6,891,907	20	348
18	Guyasuta Investment Advisors	1,310,835	25	1,062
19	Diversified Management	1,019,999	25	1,498
20	D. F. Dent & Co.	4,186,401	39	1,076
21	Badgley Phelps Wealth Management	2,636,477	46	1,614
22	Trumbower Financial Advisors	1,171,647	23	790
23	Sol Capital Management	1,977,297	28	900
24	Luther King Capital Management	18,108,390	28	2,679
25	Veritable	15,021,770	15	3,132
26	Southeast Asset Advisors	2,037,285	24	960
27	Loring Wolcott & Coolidge	7,242,359	19	2,850
28	Ferguson Wellman Capital Management	4,965,806	43	3,011
29	Roffman Milller Associates	1,409,750	28	1,131
30	Zemenick & Walker	1,746,611	21	215
31	Bradley, Foster & Sargent	3,440,594	25	3,185
32	Gillespie, Robinson & Grimm	1,140,585	45	687
33	GW&K Investment Management	36,961,916	16	37,561
34	Pzena Investment Management	32,198,195	23	267
35	Cincinnati Asset Management	2,622,351	28	7,438
36	Eubel Brady & Suttman Asset Management	1,132,901	25	1,600
37	Parsons Capital Management	1,254,130	25	1,567
38	Leavell Investment Management	1,612,506	34	1,528
39	ZWJ Investment Counsel	2,062,983	30	1,928
40	Lee Financial Co.	1,016,117	23	1,646
41	Boys, Arnold & Co.	1,091,651	29	1,051
42	Heritage Investment Group	1,137,409	18	1,654
43	H. M. Payson & Co.	3,640,290	30	2,898
44	Everett Harris & Co.	6,914,958	49	598
45	Welch Hornsby	1,817,958	27	1,759
46	David Vaughan Investments	2,428,499	25	2,412
47	Highland Capital Management	5,466,612	21	43
48	Oak Associates	1,544,000	27	106
49	Meritage Portfolio Management	1,530,433	28	1,228
50	Sage Financial Group	1,838,269	16	2,880
51	Foster & Motley	1,302,878	21	633
52	Check Capital Management	1,327,738	28	2,355
53	The Burney Company	1,684,824	34	4,329
54	Bailard	3,636,209	47	1,858
55	Rembert Group	1,278,185	31	4,438
56	Cadinha & Co.	1,432,708	28	4,632
57	SFMG Wealth Advisors	1,312,434	20	3,046
58	Clifford Swan Investment Counsel	2,775,883	20	2,366
59	National Investment Services	7,223,418	25	536
60	Emerald Advisors	2,769,039	27	51
61	Oak Ridge Investments	1,250,690	29	2,084
62	JMG Financial Group	2,674,956	34	2,774
63	J. H. Ellwood & Associates	1,048,494	37	19
64	Ami Asset Management	1,702,861	24	1,308
65	Anchor Capital Advisors	2,964,915	27	4,668
66	Halbert Hargrove Global Advisors	2,343,319	30	3,609
67	Steele Capital Management	1,813,941	23	3,543
68	RTD Financial Advisors	1,487,448	35	649
69	Fulton Breakefield Broenniman	1,124,702	28	2,885
70	Segall Bryant & Hamill	18,207,528	24	3,141
71	Pittenger & Anderson	1,479,475	24	1,229
72	Sands Capital Management	35,387,580	13	437
73	Caprin Asset Management	1,304,006	22	1,032
74	Conrad Siegel Investment Advisors	5,178,358	15	494
75	Summit Financial Strategies	1,147,227	20	764
76	Index Fund Advisors	3,572,356	19	6,535
77	Wescott Financial Advisory Group	2,003,142	32	1,937
78	Foundation Resource Management	1,276,391	17	457
79	Lee, Danner & Bass	1,096,410	21	864
80	Pinnacle Advisory Group	1,954,332	26	5,994
81	Alta Capital Management	1,703,254	38	2,591
82	Timucuan Asset Management	1,662,446	18	474
83	Investment Counselors of Maryland	1,807,199	17	47
84	Eagle Global Advisors	2,711,414	22	578
85	C. W. Henderson & Associates	3,250,874	28	1,233
86	Hahn Capital Management	1,146,000	24	132
87	Mitchell, Sinkler & Starr	1,032,351	47	438
88	Provident Trust Co.	2,997,260	20	1,170
89	Emery & Howard Portfolio Management	1,211,890	18	1,735
90	Bahl & Gaynor	12,780,022	21	2,299
91	Conservest Capital Advisors	1,082,482	25	230
92	Northside Capital Management	4,124,420	17	358
93	Tower Bridge Advisors	1,299,100	17	904
94	Charles D. Hyman & Co.	1,082,567	20	789
95	Latash Investments	1,085,021	16	13
96	AQS Asset Management	2,298,622	15	10
97	Investment Consulting Group	1,796,675	27	157
98	Bowen, Hanes & Co.	2,560,667	38	223
99	Cardiff Park Advisors	1,842,940	16	2,140
100	E. S. Barr & Co.	1,078,161	26	825

This article was originally published by Cnbc.com. Read the original article here.

FA 100 2019

Articles You May Like

Leave a Reply Cancel reply