We are excited to announce Foster & Motley has been ranked in the top 100 financial advisory firms in the nation by CNBC! The goal of the CNBC FA 100 list, “…[is] to provide investors a ranking of advisory firms that offer comprehensive financial planning and services to their clients.” CNBC enlisted data provider AccuPoint Solutions to assist with an analysis of 35,511 registered investment advisors, applying weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. The rankings consider many factors such as assets under management (AUM), years in business and average account size, among others.
CNBC’s Jim Pavia writes, “While the role of financial advisors vary, their assistance can be very helpful when it comes to investing, retirement planning, tax information and creating a financial game plan.” Since 1997, Foster & Motley has offered their clients customized, fee-only financial planning and investment management. As fiduciaries, our independent and objective advice always puts our clients’ interest first. Reach out to us if you’d like to learn more!
Foster & Motley paid no fees to be included in this ranking. CNBC and AccuPoint Solutions set the criteria for the list, visit the full CNBC FA 100 list for more detail.