Alta Capital Management, based in Holladay, UT, is ranked No. 89 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2019 FA 100 list.
Heritage Investment Group, based in Pompano Beach, FL, is ranked No. 2 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Charles D. Hyman & Co., based in Ponte Vedra Beach, FL, is ranked No. 100 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Private Management Group, based in Irvine, CA, is ranked No. 79 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
RTD Financial Advisors, based in Philadelphia, PA, is ranked No. 23 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.