On October 4th, for the fourth year in a row, Pittenger & Anderson was named to the CNBC FA 100 list of top financial advisory firms in the U.S for the last 12 months. At #13 for 2022, we managed to move up 40 spots from last year’s rankings.
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 lives.
The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, number of certified financial planners, 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. (This analysis started with an initial list of 39,818 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. 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.
(To use the CNBC FA 100 logo on our website, in our email signatures, and on social media, CNBC required us to sign a licensing agreement. However, licensing the logo was not a prerequisite to make the FA 100 list.)
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