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On October 4th, Pittenger & Anderson was named to the CNBC FA 100 listing of high monetary advisory companies within the U.S., coming in at #13. This rating covers the prior 12 months and represents the fourth yr in a row P&A has made the listing.
The CNBC FA 100 acknowledges advisory companies that assist purchasers efficiently navigate their monetary lives. Rankings are based mostly on information culled from an preliminary listing of 39,818 advisory companies and supplied by AccuPoint Options. Components included within the rankings have been disclosures, years in enterprise, variety of licensed monetary planners, whole accounts underneath administration, variety of funding advisors, the ratio of funding advisors to whole variety of workers, common account dimension, discretionary property underneath administration and whole AUM. Every part was weighted in accordance with particular standards created by CNBC and AccuPoint.
The FA100 isn’t a pay-to-play accolade; CNBC doesn’t cost advisors any kind of charge to be listed within the annual rating. To make use of the CNBC FA 100 brand on-line and in print, CNBC required P&A to signal a licensing settlement, nevertheless, licensing the brand was not a prerequisite to make the FA 100 listing.
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To study extra concerning the CNBC FA 100, go to www.cnbc.com/top-rated-wealth-management-firms/.
Since 1995, Pittenger & Anderson has guided people and households going via money-in-motion occasions, resembling retirement, a enterprise sale or inheritance, or searching for a brand new advisor. P&A is a fee-only Registered Funding Advisor and a full-time fiduciary offering funding administration and monetary planning to over 800 purchasers in additional than 30 U.S. states.
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