Disclosure
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.
The 2022 Investopedia 100 Top Financial Advisor ranking was awarded on 7/11/22 based on application data supplied by Michelle Perry Higgins on 4/14/22. Application was reviewed by the Investopedia editorial team in June 2022. No third-parties were used to create the program ranking. Michelle applied for the program and her application was reviewed by Investopedia staff internally. Investopedia does not compensate Advisors directly or indirectly for rankings in this program. ​​​
Membership to the Investopedia Advisor Council extended on 8/15/24 based on application data supplied by Michelle Perry Higgins on 5/19/24. Application was reviewed by the Investopedia editorial team from June 1-July 15, 2024. No third-parties were used to evaluate Michelle for this program. Michelle applied for the program and her application was reviewed by Investopedia staff internally. All councilmembers are contracted, paid writing contributors to Investopedia and paid for their work on a per-article basis. Councilmembers are not compensated for their application or placement in the council.
The 2024 San Francisco Business Times ranking of the Largest Wealth Management Firms in the Bay Area was published on March 22, 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.