Badgley Phelps included on CNBC Financial Advisor 100 list

by Badgley Phelps | Dec 09, 2020

Choosing the right financial adviser can be a challenging task during normal times; this year, everything feels more difficult. That’s why we’re particularly honored to be recognized as part of the 2020 CNBC Financial Advisor 100 featuring top financial advisers in the country.

According to CNBC, “The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their financial lives. The advisers at these firms assist in setting realistic financial and personal goals. And they will help a client stay on track to meet changing goals due to personal circumstances, and any life-changing events.”

Working with AccuPoint Solutions, CNBC narrowed the list to 100 from an initial list of 37,369 RIA firms. Methodology involved analyzing specific data points including:

  • Disclosures
  • Number of years in the business
  • Number of employees
  • Number of investment advisers registered with the firm
  • The ratio of investment advisers 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
  • Country of domicile

Read more about how CNBC determined the FA 100 list here.

Comprehensive financial planning and wealth management

At Badgley Phelps, our goal is to help our clients preserve and grow their wealth, serving as their fiduciary throughout the process. Our holistic approach to financial planning and wealth management allows us to create tailored programs customized to each client’s goals. Our active investment management approach, backed by an experienced, in-house research team, allows us to help clients manage risk—which is even more important in years like this one.

 


 

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Badgley Phelps included on CNBC Financial Advisor 100 list

by Badgley Phelps | Dec 09, 2020

Choosing the right financial adviser can be a challenging task during normal times; this year, everything feels more difficult. That’s why we’re particularly honored to be recognized as part of the 2020 CNBC Financial Advisor 100 featuring top financial advisers in the country.

According to CNBC, “The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their financial lives. The advisers at these firms assist in setting realistic financial and personal goals. And they will help a client stay on track to meet changing goals due to personal circumstances, and any life-changing events.”

Working with AccuPoint Solutions, CNBC narrowed the list to 100 from an initial list of 37,369 RIA firms. Methodology involved analyzing specific data points including:

  • Disclosures
  • Number of years in the business
  • Number of employees
  • Number of investment advisers registered with the firm
  • The ratio of investment advisers 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
  • Country of domicile

Read more about how CNBC determined the FA 100 list here.

Comprehensive financial planning and wealth management

At Badgley Phelps, our goal is to help our clients preserve and grow their wealth, serving as their fiduciary throughout the process. Our holistic approach to financial planning and wealth management allows us to create tailored programs customized to each client’s goals. Our active investment management approach, backed by an experienced, in-house research team, allows us to help clients manage risk—which is even more important in years like this one.

 


 

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