California Financial Advisors Ranks on CNBC’s FA 100 List
FOR IMMEDIATE RELEASE
San Ramon, CA – October 8, 2026 – California Financial Advisors (CFA) is proud to announce its recognition on CNBC’s Financial Advisor 100 (FA 100) list for 2026. This marks CFA’s eighth consecutive year earning a place on the FA 100 list, reflecting the firm’s continued dedication to excellence within the financial services industry.
CNBC’s FA 100 recognizes advisory firms that demonstrate a strong commitment to client service and comprehensive financial planning. The 2026 selection process began with 41,578 registered investment advisory (RIA) firms, which was then narrowed to 1,015 firms meeting CNBC’s proprietary criteria. CFA’s dedication to maintaining high standards of service and helping clients navigate their financial lives with confidence is our goal.
“Eight consecutive years of recognition is something our entire team can be proud of,” said Ryan Dennehy. “For us, this honor reflects the relationships we’ve built with our clients and our commitment to serving them with care, integrity, and purpose. That commitment remains at the heart of everything we do.”
This recognition represents more than an achievement for CFA. It reflects the firm’s ongoing commitment to innovation, excellence, and helping shape the future of financial advisory services.
About CFA
California Financial Advisors, 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 $2.2B in assets under management as of 12/31/25. CFA's average client retention rate is 99.08% from 2023-2025. 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 2026 CNBC FA 100 ranking was released on October 8, 2026. 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 Pollard
Chief Operating Officer
925-275-1000