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The annual CNBC FA 100 ranking was published on October 1, 2025 on www.cnbc.com. The methodology for the 2025 edition of CNBC’s annual FA 100 ranking of RIAs was prepared in partnership with data provider AccuPoint Solutions. A variety of core data points form AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management. CNBC receives no compensation from placing financial advisory firms on the list. Avity is required to pay a licensing fee for use of the CNBC logo in our marketing materials.

The annual Forbes/SHOOK Research ranking was published on October 1, 2025 on www.forbes.com/lists/top-ria-firms/. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.