CNBC Disclosure


Disclosure: CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for 2023's FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms. The data points included in the analysis include: the advisory firm's regulatory/compliance record, number of years in the business, number of certified financial planners, number of employees, number 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 RIA is registered, and country of domicile. CNBC receives no compensation from placing financial advisory firms on our list. Additionally, an advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm. Evergreen Gavekal was not the top-ranked advisor or company in this list. This rating is not indicative of future performance. The rating is not representative of a client’s experience with Evergreen. The survey was conducted by CNBC and Evergreen did not pay a fee participate. Follow the link for more information on the methodology and list: