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FA 100: CNBC RANKS THE TOP-RATED FINANCIAL ADVISORY FIRMS OF 2019

Century Management is pleased to be  ranked on the CNBC FA 100 list for 2019. 

Please click here to view us on the list.

FA 100 Methodology (taken directly from the CNBC website):

CNBC enlisted data provider AccuPoint Solutions to assist with delivering the CNBC FA 100 ranking of registered investment advisors.

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 35,511 RIA firms.

AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the top 100.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet our requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

• Disclosures

• Number of years in the 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

• Country of domicile

The CNBC FA 100 list is not indicative of future performance. Neither the RIA firms nor their employees pay a fee to CNBC or AccuPoint Solutions in exchange for inclusion in the CNBC FA 100. The CNBC FA 100 does not evaluate the quality of services provided to clients. Individual account experience may vary from other client accounts. Century Management's AUM and Accounts Under Management data is as of February 28, 2019.