California Financial Advisors Ranks on CNBC's FA 100 List for Three Consecutive Years
San Ramon, CA (October 6, 2021) — For the third consecutive year, California Financial Advisors has ranked in the top 10 out of 100 financial advisory firms by CNBC. CNBC selects the FA 100 list out of an initial list of 38,302 registered investment advisory (RIA) firms by analyzing core data points provided by AccuPoint Solutions’ database of financial services firms. Data points consisted of disclosures, 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, and country of domicile.
“It is an honor to be recognized for the third consecutive year among such a remarkable group of prestigious firms for our success and dedication,” said Principal & Financial Advisor Michelle Perry Higgins. “We wouldn’t have accomplished this milestone without our loyal clients and hardworking staff.”
Official Rankings for California Financial Advisors is as follows:
For more information on CNBC FA 100 visit: FA 100: CNBC ranks the top-rated financial advisory firms of 2021
About California Financial Advisors:
California Financial Advisors is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. California Financial Advisors, CFA, values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.5B in assets under management as of 9/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.