FORVIS Wealth Advisors has been named to CNBC’s annual list of the nation’s top financial advisors for the third year in a row. The CNBC Financial Advisors 100 celebrates registered investment advisors (RIA) that offer in-depth planning and financial services that help clients navigate their complex financial lives.
“We are privileged to be included again in CNBC’s list of the Top 100 FA firms in the country,” said Steve Toomey, FORVIS Wealth Advisors managing partner and president. “This honor reflects our focus on simplifying the complex as we help our clients thrive.”
“We are proud of our wealth management professionals who are dedicated to delivering an outstanding client experience,” added Will Sneed, executive vice president.
The 2022 rankings were announced on October 4. The rankings are based on data culled from more than 39,000 RIAs and provided by AccuPoint Solutions. AccuPoint applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100.
Factors included in the rankings were the advisor’s compliance record, years in business, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered, and country of domicile. Each section was weighted according to specific criteria created by CNBC and AccuPoint. The rating criteria may not relate directly to the quality of investment advice for any client in particular.
For more information go to forvis.com/industries/private-client.
FORVIS Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of FORVIS, offering wealth management solutions for affluent individuals and families and investment consulting and compliance services for institutional clients. A copy of our Firm Brochure is available upon request or on the SEC’s website at www.adviserinfo.sec.gov.