The methodology for the 2023 CNBC FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions.
The methodology for the 2023 edition of CNBC's annual FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions.
A variety of core data points from AccuPoint Solutions' database of RIAs were analyzed, ranging from the firm's compliance record and years in business to total accounts and assets under management. 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 Solutions' proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC's proprietary criteria.
CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC's proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.
Deutschland Neuesten Nachrichten, Deutschland Schlagzeilen
Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.
The Inventor (2023) (2023) | ScreenRantBased on the later life of famed inventor Leonardo da Vinci, The Inventor is an animated biographical adventure film by writer-director Jim Capobianco. The film loosely recounts Leonardo's journey into the heart of life by leaving his home in Italy to join the French court to continue his inventions together with the aid of Princess Marguerite de Nevarre.
Weiterlesen »
4. Leavell Investment ManagementLeavell Investment Management, based in Mobile, AL, is ranked No. 4 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year’s FA 100 list.
Weiterlesen »