Scharf Investments, based in Los Gatos, CA, is ranked No. 35 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Retirement Resources Investment Corporation, based in Peabody, MA, is ranked No. 29 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Marble Harbor Investment Counsel, based in Boston, MA, is ranked No. 65 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
YCG Investments, based in Austin, TX, is ranked No. 34 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Van Hulzen Asset Management, based in El Dorado Hills, CA, is ranked No. 36 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.