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Website Terms and Conditions
This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy. There is no guarantee that any investment strategy will generate a profit or even a loss. Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs.
Information about Awards & Rankings
The 2024 CNBC FA100 ranking was published on October 2, 2024. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. The 2023 CNBC FA100 ranking was published on September 12, 2023. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. The 2022 CNBC FA100 ranking was published on October 4, 2022. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking.
The 2021 CNBC FA100 ranking was published on October 6, 2021. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. The 2020 CNBC FA100 ranking was published on October 6, 2020. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. The 2019 CNBC FA100 ranking was published on October 10, 2019. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking.
CNBC requires firms to pay a licensing fee for the use of the CNBC FA100 logo in marketing materials.
The FA's 2024 RIA Ranking was published on July 12, 2024. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. The FA's 2023 RIA Ranking was published on July 14, 2023. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. The FA's 2022 RIA Ranking was published on July 14, 2023. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. FA requires firms to pay a licensing fee for the use of the FA RIA logo in marketing materials.