Congress Asset Management - Top 100 Financial Advisors 2023
Congress Asset Management, based in Boston, MA, is ranked No. 84 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Source: cnbc.com
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Confluence Investment Management - Top 100 Financial Advisors 2023
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.
Source: cnbc.com
California Financial Advisors - Top 100 Financial Advisors 2023
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.
Source: cnbc.com
Trumbower Financial Advisors - Top 100 Financial Advisors 2023
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.
Source: cnbc.com
Obermeyer Wood Investment Counsel - Top 100 Financial Advisors 2023
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.
Source: cnbc.com