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CNBC FA 100 List Includes Foster & Motley for Fifth Year in a Row

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CNBC has recognized Foster & Motley as one of the nation’s 100 top-rated financial advisory firms of 2023. It is the fifth consecutive year the firm has earned a spot in the annual ranking. Foster & Motley is the only local company to make the list for five years straight. At 46 in the ranking, Foster & Motley is in the top 1% of the 40,600 RIA firms from the Securities and Exchange Commission regulatory database that CNBC analyzed.

“We acknowledge that we would not be included in such a prestigious list without the trust of our clients or the dedication of our employees," said Zach Horn, Managing Partner at Foster & Motley. "Receiving the honor five years in a row demonstrates how consistently and diligently we live out our client-first mission. We are humbled and grateful for the opportunity to serve our clients and to be included in the CNBC FA 100 once again."

The 2023 CNBC FA 100 list was published on September 12, 2023, and was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. Foster & Motley provided firm data as of May 31, 2023. CNBC and AccuPoint Solutions applied the weighting for each category to further refine and rank the firms. The rankings consider many factors such as assets under management (AUM), years in business, number of certified financial planners, and the number of employees, among others. The full list and methodology can be found at

See Foster & Motley's disclosure for additional details on CNBC and AccuPoint Solutions’ selection criteria.