{"id":36266,"date":"2025-10-01T11:23:08","date_gmt":"2025-10-01T11:23:08","guid":{"rendered":"https:\/\/financialrush.com\/?p=36266"},"modified":"2025-10-01T11:23:08","modified_gmt":"2025-10-01T11:23:08","slug":"2025-cnbc-financial-advisor-100-methodology-explained","status":"publish","type":"post","link":"https:\/\/financialrush.com\/?p=36266","title":{"rendered":"2025 CNBC Financial Advisor 100 methodology explained"},"content":{"rendered":"

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Drs Producoes | E+ | Getty Images<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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CNBC’s Financial Advisor 100 list<\/a> is determined through a blend of data analysis and editorial review.<\/p>\n

As an initial screening, data provider AccuPoint Solutions analyzes core data points from its proprietary database of registered investment advisors, or RIAs, as well as the U.S. Securities and Exchange Commission’s regulatory database<\/a>. Firms that don’t meet CNBC’s proprietary criteria are removed from the list.<\/p>\n

This year’s analysis used an initial list of 40,563 RIA firms. The list was eventually cut to 1,015 RIAs that met CNBC’s proprietary criteria.<\/p>\n<\/div>\n

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More from CNBC’s Financial Advisor 100:<\/h2>\n
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Here’s a look at more coverage of CNBC’s Financial Advisor 100 list of top financial advisory firms for 2025:<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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CNBC sends an extensive email survey to all those firms that meet the initial criteria to gather more details about their practice. CNBC applies a layer of editorial review, clarifying firm entries as needed and verifying responses against the SEC regulatory database and other publicly available resources.<\/p>\n

AccuPoint Solutions then applies CNBC’s proprietary weighted criteria to refine the list and rank the firms.<\/p>\n

A firm’s inclusion on the list is based solely on this methodology. CNBC receives no compensation from placing financial advisory firms on our list. Additionally, a firm’s or advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm or advisor.<\/p>\n<\/div>\n

Data that goes into CNBC’s Financial Advisor 100\u00a0<\/h2>\n
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AccuPoint Solutions uses a variety of primary data points, either as a minimum baseline or within a range, to eliminate those firms that do not meet CNBC’s requirements. For example, any firm that has a disclosure with the SEC\u00a0such as\u00a0a regulatory violation or customer dispute is automatically disqualified from the ranking.<\/p>\n

Once the initial list is compiled, weightings are also applied accordingly.\u00a0<\/p>\n

These data points include:<\/p>\n