P&A makes CNBC Top 100 list

We’re excited to announce that Pittenger & Anderson was ranked by CNBC as one of the top 100 financial advisory firms in the U.S. as part of their CNBC FA 100.

As per the CNBC website:

The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive planning and financial service that helps clients navigate through their complex financial life.

Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

In a world where accolades can be purchased through advertisement dollars and pay-to-play schemes, it’s humbling to be acknowledged through an objective and transparent process.  (P&A had no influence on the criteria or the rankings.)

While we are proud to make the list, it’s really a testament to all our clients, without whom our business wouldn’t exist.  We strive every day to earn your loyalty, and we thank you for placing your trust in us.  Maintaining our independence allows us to fulfill the founding principle of our firm: Always put our clients’ best interests first.

Thank you for being on this journey with us.  As always, if you’d like help with a financial decision you’re facing, please reach out.  We look forward to our next conversation with you.

 

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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