Neither the registered investment advisor nor their employees pay a fee for the listing.
Data points used by AccuPoint for the ranking included disclosures, number of years in the business, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and country of domicile. And with the help of AccuPoint, the list was screened down to 749 registered investment advisors for 2021. The analysis started with 38,302 registered investment advisors for 2021. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the CNBC FA 100 list. The 2021 CNBC FA 100 is an independent ranking. Learn more about our innovative investment strategies. We operate with a single directive-to build and preserve your wealth over the long term. Driven by discipline and data, we design our proprietary strategies with the goal of preserving capital and meeting investors’ needs for income and/or growth, while also considering volatility and risk. Sheaff Brock is an independent investment firm focusing on innovative investment strategies that strive to enhance the portfolios of both growth- and income-oriented investors. Our approach to money management challenges many traditional assumptions about investing, and we believe that the way to grow a portfolio’s value is through ownership of equities. When you choose a financial partner, you expect more-like innovative strategies, timely investment insights, direct personal service, and a resource that understands and shares your goals. But chances are, if you’re reading this, you are looking for something more. You have a wide range of options when it comes to portfolio management.
Sheaff Brock Managing Director Dave Gilreath acknowledged the ranking, “It’s rewarding for us to be recognized again by CNBC this year, and it’s due to the dedication of our team in serving our clients every day.”Ī Resource for You, the Intelligent Investor In partnership with data provider AccuPoint Solutions, CNBC selected its top 100 firms using data culled from SEC filings from a list of 38,302 registered investment advisory firms. In its second consecutive year on the list, Sheaff Brock ranked 82nd in 2021 based on a proprietary methodology developed by CNBC. The CNBC FA 100 recognizes top-ranked financial advisories for best helping clients navigate their financial lives. Sheaff Brock announced the firm has been included in the 2021 CNBC FA 100, a list of top-rated U.S. Sheaff Brock Again Named to the CNBC FA 100* Thank you for your continued confidence in our firm. Starting with just a handful of clients in November of 2001 and $60 million in assets under management, we are in our third decade helping investors like you with close to $1.3 billion AUM (as of ) and clients across the entire country. November of 2021 marked 20 years that Sheaff Brock has been working to provide you with innovative investment strategies, and we’re excited to have reached this incredible milestone.
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