CNBC List of Top 100 Fee-Only Wealth Management Firms Includes Eight BAM ALLIANCE Firms

Eight BAM ALLIANCE firms were recognized in CNBC’s list of Top 100 Fee-Only Wealth Management Firms.

The “Top 100 Fee-Only Wealth Managers” is granted by CNBC, an independent association unaffiliated with members of The BAM Alliance. The CNBC Digital Team, along with Meridian-IQ created the Top 100 Fee-Only Wealth Management ranking based on scores for the following measures weighted according to a proprietary formula to arrive at a final total rank: AUM, staff with professional designations, average account size, client segmentation, growth of assets, years in business and other key factors.  Additional information on the factors and criteria involved for inclusion in this ranking can be found at the following location: http://www.cnbc.com/id/101619698

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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