CNBC qeb duas cov tuam txhab qhia nyiaj txiag sab saum toj ntawm 2022

Nrhiav tus kws pab tswv yim nyiaj txiag zoo los pab nrog koj cov kev xav tau nyiaj txiag thiab cov hom phiaj tuaj yeem yog txheej txheem nyuaj heev.

Muaj ntau yam los xav txog. Txhua tus kws pab tswv yim nyiaj txiag muaj lawv tus kheej qhov kev txawj ntse. Cov kev pab cuam muab los ntawm cov kws pab tswv yim nyiaj txiag yuav txawv raws li hom kws pab tswv yim tab sis, tag nrho, tus kws pab tswv yim nyiaj txiag yuav ntsuas koj qhov teeb meem nyiaj txiag tam sim no - suav nrog koj cov khoom muaj nqis, nuj nqis thiab cov nuj nqis - thiab txheeb xyuas thaj chaw rau kev txhim kho.

Cov kws pab tswv yim siv lawv txoj kev paub thiab kev txawj ntse los tsim cov phiaj xwm nyiaj txiag tus kheej uas ua kom tiav cov hom phiaj nyiaj txiag ntawm cov neeg siv khoom. Ib tus kws pab tswv yim nyiaj txiag zoo yuav nug koj txog koj lub hom phiaj lub neej thiab tsim ib txoj kev npaj los pab koj kom ncav cuag lawv. Qhov ntawd yuav txhais tau hais tias tham txog koj cov peev nyiaj, kev npaj nyiaj laus, kev npaj vaj tsev, kev xav tau kev pov hwm, kev saib xyuas mus sij hawm ntev lossis cov tswv yim them se.

Ntau los ntawm FA 100:

Nov yog saib ntau qhov kev pab cuam ntawm CNBC's FA 100 daim ntawv teev npe ntawm cov tuam txhab nyiaj txiag sab saum toj rau xyoo 2022:

Tus kws pab tswv yim tuaj yeem ua lub luag haujlwm tseem ceeb hauv pab cov neeg siv khoom loj hlob thiab tiv thaiv lawv cov nyiaj txiag. Qhov tseem ceeb yog nrhiav tus kws pab tswv yim uas koj ntseeg siab, thiab nws yog ib qho tseem ceeb kom paub tseeb tias lawv yog ib tus neeg zoo rau koj.

Kom paub meej, cov kws pab tswv yim nyiaj txiag tsis yog rau cov neeg nplua nuj xwb - ua haujlwm nrog tus kws pab tswv yim yog qhov kev xaiv zoo rau txhua tus neeg uas xav kom tau txais lawv cov nyiaj txiag ntawm tus kheej ntawm kev taug qab thiab teeb tsa lub hom phiaj mus sij hawm ntev. CNBC qeb duas yog txhais tau tias yog qhov chaw pib rau cov neeg ua lag luam uas tab tom nrhiav tus kws pab tswv yim nyiaj txiag. Peb vam tias daim ntawv teev npe no yuav pab txo qis koj qhov kev tshawb nrhiav.

Rau plaub xyoos sib law liag, CNBC nthuav tawm nws qhov qeb duas ntawm cov kws tshaj lij nyiaj txiag sab saum toj. CNBC FA 100 lees paub cov tuam txhab tawm tswv yim uas pab tau zoo tshaj plaws rau cov neeg siv khoom siv lawv lub neej nyiaj txiag.

Review txoj kev uas CNBC ua haujlwm los txiav txim siab FA 100 qeb duas rau 2022 hauv kev koom tes nrog AccuPoint Solutions. (CNBC tsis tau them nqi txhua yam rau cov kws pab tswv yim yuav tsum tau teev nyob rau hauv qhov qeb duas txhua xyoo.)

2022 RANKSTHAWJHQTOTAL AUMXYOO TSHIAB NTAWM LUB SIJ HAWMTXOJ CAI RAU HAIV NEEG2021 RANKS
1Woodley Farra ManionIN$ 1.4B271,10617
2Dana Investment AdvisorsWI$ 7B421,2561
3Albion Nyiaj Pab PawgUT$ 1.4B402,22150
4Heritage Investment GroupFL$ 1.7B291,88824
5Edgemoor Investment AdvisorsMD$ 1.1B2332026
6Salem Investment CounselorsNC$ 3.5B431,8502
7Leavell Investment ManagementAL$ 2.1B432,00033
8Halbert Hargrove Global AdvisorsCA$ 3B334,09949
9Lub tuam txhab BurneyVA$ 2.6B484,16238
10Lee, Danner & BassTN$ 1.4B3492566
11TFC Kev Tswj Nyiaj TxiagMA$ 1.2B421,37569
12Parsons Capital ManagementRI$ 1.8B281,54519
13Pittenger & AndersonNE$ 2.2B2781553
14Kistler-Tiffany AdvisorsPA$ 1.1B141,464-
15Professional Advisory ServicesFL$ 1.2B451,087-
16Cadinha & Co.HI$ 1.1B431,38390
17Ferguson Wellman Capital ManagementOR$ 6.9B47928-
18RTD Cov Kws Pab Tswv Yim Nyiaj TxiagPA$ 2.2B3966068
19Equius PartnersCA$ 1.1B381,08343
20Wetherby Asset ManagementCA$ 6.4B32591-
21Acropolis Investment ManagementMO$ 1.8B201,055-
22Godsey & Gibb Wealth ManagementVA$ 1.2B371,569-
23Manchester Capital ManagementVT$ 3.2B291,609-
24Phillips Nyiaj TxiagIN$ 1.5B182,16671
25Azzad Asset ManagementVA$ 1.2B251,32039
26Richard C. Young & Co.FL$ 1.3B332,7615
27California Cov Kws Pab Tswv Yim Nyiaj TxiagCA$ 1.5B243,0897
28NewSouth Capital ManagementTN$ 2.4B371793
29Avity Investment ManagementCT$ 1.7B5276415
30Tom Johnson Investment ManagementOK$ 1.6B395,50010
31Zemenick & WalkerMO$ 2.5B2423729
32Luther King Capital ManagementTX$ 23.1B433,40022
33First Foundation AdvisorsCA$ 4.8B321,63793
34North Star Asset ManagementWI$ 2.1B252,9158
35HM Payson & Co.ME$ 6B1683,50034
36Zevenbergen Capital InvestmentsWA$ 4.9B1827936
37Guyasuta Investment AdvisorsPA$ 1.8B391,25032
38ZWJ Investment CounselGA$ 3B4090020
39Gofen & GlossbergIL$ 6.5B903,4096
40David Vaughan InvestmentsIL$ 3.8B451,36021
41Tshawb xyuas Capital ManagementCA$ 1.4B361,9914
42Foster & Motley Kev Tswj Nyiaj TxiagOH$ 2.1B2575059
43Southern Wealth ManagementTX$ 2.8B171,50095
44Beaird HarrisTX$ 1.5B262,89670
45Wilbanks, Smith & Thomas Asset ManagementVA$ 4.4B315,06341
46Badgley Phelps Wealth ManagersWA$ 4.1B562,16252
47Anchor Capital AdvisorsMA$ 8.1B391,11035
48Beese Fulmer Private Wealth ManagementOH$ 1.3B421,03255
49Steele Capital ManagementIA$ 2.8B263,80067
50Oak Ridge Kev nqis peevIL$ 1.2B331,531-
51Eagle Global AdvisorsTX$ 1.7B2540086
52CW Henderson & AssociatesIL$ 4B311,49262
53Lee NyiajTX$ 1.2B471,60048
54Roffman Miller Kev Tswj Nyiaj TxiagPA$ 2.3B311,30040
55Hahn Capital ManagementCA$ 1.1B3410637
56Palisade Capital ManagementNJ$ 4.3B272,22588
57Kem Capital AdvisorsIN$ 1.3B171,608-
58Foster GroupIA$ 3.4B335,29396
59WA Asset ManagementAL$ 5.2B235,781-
60FORVIS Wealth AdvisorsMO$ 7.4B2411,89356
61JMG Kev Pabcuam Nyiaj TxiagIL$ 4.7B384,262-
62Theej & Kittrell Capital ManagementTN$ 1.3B222,450-
63Sage Financial GroupPA$ 3.1B3380075
64Meritage Portfolio ManagementKS$ 2B311,30560
65Diversified ManagementWI$ 1.6B291,61161
66Index Fund AdvisorsCA$ 4.3B232,44272
67Ncaj nraimMI$ 1.2B205,72692
68Sheaff Brock Investment AdvisorsIN$ 1.4B291,95382
69Saib Capital AdvisorsTX$ 1.4B1817398
70Conrad Siegel Investment AdvisorsPA$ 7.9B20761-
71Farr, Miller & WashingtonDC$ 2.1B261,43057
72Schaper, Benz & Wise Investment CounselWI$ 1.4B3182854
73ML&R Kev Tswj Nyiaj TxiagTX$ 1.7B25686100
74Wingate Wealth AdvisorsMA$ 1.1B36633-
75Txoj Cai Tswj Nyiaj TxiagTN$ 1.7B401,29980
76Clifford Swan Investment CounselorsCA$ 3.7B10794527
77Capstone Financial AdvisorsIL$ 2.1B232,718-
78Bitterroot Capital AdvisorsMT$ 1.2B2317-
79Provident Trust CompanyWI$ 6.5B231,234-
80Charles D. Hyman & Co.FL$ 2B2893163
81Cardiff Park AdvisorsCA$ 2.2B19380-
82Conservest Capital AdvisorsPA$ 1.6B29251-
83Henssler Nyiaj TxiagGA$ 2.5B351,41664
84Annandale peevTX$ 1B17180-
85Donaldson Capital ManagementIN$ 2.3B273,730-
86ES Barr & Co.KY$ 1.5B3085774
87BLB & B AdvisorsPA$ 2.1B582,768-
88Jackson Thornton Asset ManagementAL$ 1.6B2392779
89Apriem AdvisorsCA$ 1B24710-
90Pawg Kws Pab Tswv Yim Nyiaj TxiagTX$ 1.2B252,15476
91Sadoff Investment ManagementWI$ 1.6B4461087
92Coastal Choj AdvisorsCT$ 2.9B143,994-
93DF Dent & Co.MD$ 8.1B461,43014
94Beacon Capital ManagementOH$ 5.1B2216,67111
95Certified Financial GroupFL$ 2.2M235,000-
96Kev Tswj Nyiaj Txiag Muab Kev PabcuamMI$ 955M411,000-
97Sather Nyiaj Pab PawgTX$ 1.2B231,354-
98BailardCA$ 5B532,26897
99Summit Financial StrategiesOH$ 1.7B2787491
100Carret Asset ManagementNY$ 3.1B582,000 +25

Source: https://www.cnbc.com/2022/10/04/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2022.html