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Whether it’s stock market volatility, the Federal Reserve’s interest rate cuts or proposed tax law changes, we’re dedicated to breaking down the news to help investors make smart money decisions.
But CNBC’s personal finance team also recognizes the value of financial planning, regardless of your life stage, income level or wealth.
Education is the driving force behind the CNBC FA 100 list, now in its sixth year, which ranks the country’s top financial advisor firms.
CNBC’s FA 100 uses a proprietary methodology created in partnership with data provider AccuPoint Solutions.
This year, the process started with SEC filings for 40,896 registered investment advisory firms before narrowing down the list. You can see the full methodology here.
These top-ranked advisors average 35 years in the business and collectively manage more than $375 billion. But the ranking considers more than experience and assets under management.
The FA 100 features firms that support decision-making …