P&A makes CNBC Top 100 list (again)

For the second year in a row, Pittenger & Anderson is named to the CNBC FA 100 list of top financial advisory firms in the U.S.  At #67 for 2020, we even managed to move up four spots from last year’s rankings.

As per the CNBC website:

The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering  comprehensive planning and financial services to help clients navigate their financial lives. The advisors at these firms assist in setting realistic financial and personal goals. And they will help a client stay on track to meet changing goals due to personal circumstances, and any life-changing events.

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.  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 37,369 RIA firms!

(Here are details on the methodology used by CNBC and AccuPoint Solutions.)

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.  (Earlier this year, we celebrated our 25th birthday as a company!)  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 advocate for your best interests day in and day out. Our approach results in shared success.

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