CNBC bases its rankings on several data points, including number of years in business, number of employees, total assets under management, ratio of advisers to total employees and more.
Top 20 financial advisory firms for 2022:
1. Woodley Farra Manion
2. Dana Investment Advisors
3. Albion Financial Group
4. Heritage Investment Group
5. Edgemoor Investment Advisors
6. Salem Investment Counselors
7. Leavell Investment Management
8. Halbert Hargrove Global Advisors
9. The Burney Company
10. Lee, Danner & Bass
11. TFC Financial Management
12. Parsons Capital Management
13. Pittenger & Anderson
14. Kistler-Tiffany Advisors
15. Professional Advisory Services
16. Cadinha & Co.
17. Ferguson Wellman Capital Management
18. RTD Financial Advisors
19. Equius Partners
20. Wetherby Asset Management
At the Becker’s 32nd Annual Meeting: The Business and Operations of ASCs, taking place October 29-31 in Chicago, ASC leaders, surgeons and healthcare executives will explore strategies to drive growth, enhance operational performance, navigate reimbursement challenges and prepare for the future of ambulatory surgery. Apply for complimentary registration now.
