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CNBC FA 100 List Includes Foster & Motley!

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We are excited to announce that Foster & Motley has been ranked in the top 100 financial advisory firms in the nation by CNBC! According to their recent article, “The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their financial lives. The advisors at these firms assist in setting realistic financial and personal goals. And they will help a client stay on track to meet changing goals due to personal circumstances, and any life-changing events.” 

We are honored to be included in the list for the second year in a row! Since 1997, Foster & Motley has offered clients customized, fee-only financial planning and investment management.  As fiduciaries, our independent and objective advice always puts our clients’ interest first. 

CNBC enlisted data provider AccuPoint Solutions to assist with an analysis of 37,369 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 number of employees, among others. 

Foster & Motley paid no fees to be included in this ranking.  View Foster & Motley's disclosure regarding the CNBC and AccuPoint Solutions selection criteria and see the full 2020 CNBC FA 100 List for more details.