The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives. Review the methodology which CNBC employed to determine the FA 100 ranking for 2023 in collaboration with AccuPoint Solutions. (Editor’s note: CNBC receives no compensation from placing financial ...
Years in Business:42 Accounts Under Management:4,418 Previous appearances on FA 100 List:4 (No. 78in 2023) Principals: Duncan Miller, President & Chief Executive Officer Cathy Simmons, Chief Compliance Officer Rob SIevers, Director of Client Service Contact: legacywealth.com 1715 Aaron Brenner D...
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