FOR IMMEDIATE RELEASE

 

San Ramon, CA – October 1, 2025 – California Financial Advisors (CFA) is honored to announce its ranking as the 21st in the nation on CNBC’s prestigious Financial Advisor 100 (FA 100) list for 2025. CFA has been ranked on CNBC’s FA 100 list for seven consecutive years, a testament to the firm’s commitment within the financial services industry.

 

CNBC’s FA 100 recognizes advisory firms with exceptional client service and comprehensive financial planning capabilities to help clients navigate their financial lives. The selection process began with 40,563 registered investment advisory (RIA) firms from the Securities and Exchange Commission regulatory database. The list was refined by AccuPoint Solutions to 1,015 RIAs meeting CNBC’s proprietary criteria. CFA’s consistent ability to exceed these high standards underscores its leadership and influence in the financial sector.

 

“This recognition reinforces the deep trust our clients place in us and the responsibility we carry every day as stewards of their financial future,” said Chief Operating Officer at CFA, Maegan Garald. “It's a proud moment for our firm, and a reminder that integrity, consistency, and care never go out of style in this industry.”

 

Beyond celebrating this achievement, CFA sees this recognition as an acknowledgement of its ongoing commitment to innovation and excellence in shaping the future of financial advisory services.

 

About CFA

CFA is a registered investment advisory firm that specializes in retirement planning and investment supervisory services. With a fiduciary duty of care to their clients, CFA conducts all business practices solely in each client’s best interest. Since the inception of the firm in 1998, CFA has been able to grow to over $2B in assets under management as of 12/31/24. CFA's average client retention rate is 99.45% from 2022-2024. This high retention rate illustrates clients’ appreciation for CFA’s relationship-focused approach, centered on personalized ongoing support to reach their long-term financial goals. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.

 

Disclosure

The 2025 CNBC FA 100 ranking was released on October 1, 2025. Detailed methodology is available here. Financial advisory firms, including CFA, did not pay for consideration in the ranking. However, CNBC requires a licensing fee for the use of the FA 100 logo in marketing materials. 

 

Media Contact

Maegan Garald

Chief Operating Officer

info@calfinad.com

925-275-1000