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CNBC unveils the Top 100 Wealth Managers
“The CNBC Digital editorial team, along with Meridian-IQ, created the following ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores for each measure listed below were weighted according to a proprietary formula to arrive at a final total rank:
Assets under management.
Having staff with professional designations such as a CFP or CFA.
Working with third-party professionals such as attorneys or CPAs.
Average account size.
Growth of assets.
Years in business.
Number of advisory clients.
Providing advice on insurance solutions.”
Read more about the methodology of making the list:
Methodology of Making the Top 100 List
Find more information about how we made the list of top wealth managers:
How does an advisor get on the Top 100 Wealth Managers list?
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