Confluence Investment Management, based in St. Louis, MO, is ranked No. 97 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
California Financial Advisors, based in San Ramon, CA, is ranked No. 30 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Trumbower Financial Advisors, based in Bethesda, MD, is ranked No. 49 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2019 FA 100 list.
Obermeyer Wood Investment Counsel, based in Aspen, CO, is ranked No. 77 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Index Fund Advisors, based in Irvine, CA, is ranked No. 83 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.