We are proud to share that CNBC has recognized Foster & Motley as one of the nation’s 100 top-rated financial advisory firms of 2025! It is the seventh consecutive year the firm has earned a spot in the annual ranking, and Foster & Motley is the only local company to make the list for seven years straight. At 31 in the ranking, Foster & Motley is in the top 1% of the 40,563 RIA firms from the Securities and Exchange Commission regulatory database. Read the article on CNBC.com and view the full list HERE.
The 2025 CNBC FA 100 list, released on October 1, 2025, was compiled using a proprietary methodology developed by CNBC in collaboration with data provider AccuPoint Solutions. Foster & Motley provided firm data as of June 30, 2025. Foster & Motley paid no fees to be included in this ranking. 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 CNBC.com/FA100.
See Foster & Motley's disclosure for additional details on CNBC and AccuPoint Solutions’ selection criteria.