The annual CNBC FA 100 ranking was published on October 2, 2024 on www.cnbc.com. The methodology for the 2024 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.