List Recognizes Firms Finding New Ways to Help Clients Manage Their Financial Lives
ENGLEWOOD CLIFFS, N.J., October 1, 2025 – CNBC, First in Business Worldwide, right now introduced the 2025 CNBC Financial Advisor 100. Now in its seventh yr, the CNBC FA 100 is a ranked checklist of the high advisory companies in the nation which might be serving to information shoppers via the journey of attaining monetary freedom.
This recognition comes at a time when extra persons are in search of skilled monetary steerage. Although the inventory market has proven resilience, many individuals nonetheless really feel unsure about the economic system. With rate of interest adjustments from the Federal Reserve and important tax legislation adjustments on the horizon, monetary advisors are enjoying a much bigger position in serving to folks plan for the future.
The companies on CNBC’s 2025 checklist common 32 years in enterprise and have greater than $223 billion in investor belongings underneath administration. The checklist was decided by making use of a proprietary methodology, developed by CNBC and information supplier AccuPoint Solutions, to only over 1,000 qualifying companies out of a pool of greater than 40,000 registered funding advisory companies. Categories in the methodology embrace: whole belongings underneath administration, variety of funding advisors registered with the agency, advisor’s compliance file and whole accounts underneath administration, amongst others. CNBC and AccuPoint Solutions decided the weighting for every class, additional refining and rating the companies, in the end resulting in the closing CNBC FA 100. All of the information collected from the RIAs was data pulled from every of the agency’s filings with the Securities and Exchange Commission. The full methodology could be discovered here.
CNBC.com’s particular report, CNBC.com/FA100, incorporates a model new interactive heatmap that enables readers to filter the high companies by particular consumer wants. The website additionally options an in-depth interview with the high finisher and a chunk that explains how the advisory companies had been chosen.
Following are the high ten 2025 CNBC FA 100:
1. Parsons Capital Management (Providence, RI)
2. Heritage Investment Group (Pompano Beach, FL)
3. Beaird Harris Wealth Management (Dallas, TX)
4. The Burney Company (Reston, VA)
5. Pittenger & Anderson (Lincoln, NE)
6. Dana Investment Advisors (Waukesha, WI)
7. Howland Capital Management (Boston, MA)
8. Verus Financial Partners (Richmond, VA)
9. RTD Financial Advisors (Philadelphia, PA)
10. TFC Financial Management (Boston, MA)
For extra data concerning the CNBC FA 100, go to CNBC.com/FA100 and be part of the dialog on social by following @CNBC and utilizing #FA100.