AWARD DISCLOSURE

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CNBC – Top 100 Fee-Only Wealth Management Firms

 

Disclaimer

 

The rating is not indicative of Lowery Thomas LLC’s future performance. Lowery Thomas did not pay a fee to participate in the survey.

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Methodology

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CNBC enlisted data provider AccuPoint Solutions to assist with delivering the CNBC FA 100 ranking of registered investment advisors.  The methodology consisted of first analyzing a variety of core data points from AccuPoint’s database of financial services firms. This analysis started with an initial list of 35,511 RIA firms.

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AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet our requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

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• Number of years in the business
• Number of employees
• Number of investment advisors registered with the firm
• The ratio of investment advisors to total number of employees
• Total assets under management
• Percentage of discretionary assets under management
• Total accounts under management
• Number of states where the RIA is registered
• Country of domicile