We are proud to share that Foster & Motley has been named to the 2022 CNBC Financial Advisor 100 list of top financial advisory firms in the U.S. It is the fourth consecutive year the firm has earned a spot in the annual ranking. Foster & Motley is the only Cincinnati firm on the list and the highest-ranked firm in Ohio.
At 42nd in the ranking, Foster & Motley is in the top 5% of RIA firms that met CNBC’s proprietary criteria. According to CNBC’s article on how the ranking was determined, “This analysis started with an initial list of 39,818 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 904 RIAs, with those firms meeting CNBC’s proprietary criteria.”
The 2022 CNBC FA 100 was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. CNBC and AccuPoint Solutions applied the weighting for each category to further refine and rank the firms. The rankings consider many factors such as assets under management (AUM), years in business, number of certified financial planners, and the number of employees, among others. The full list and methodology can be found at CNBC.com/FA100.
“Our focus is on delivering excellent service and proving sound counsel to our clients,” said Zach Horn, Managing Partner at Foster & Motley. “This honor validates our client-first approach and speaks to the incredible team we’ve built.”
For 25 years, Foster & Motley has offered clients customized, fee-only financial planning and investment management. As fiduciaries, their independent and objective advice always puts the client’s interests first. The advisors at Foster & Motley strive to integrate all components of their clients’ lives into one big, clear picture so they can live life with confidence.
Foster & Motley paid no fees to be included in this ranking. See
Foster & Motley's disclosure for additional details on CNBC and AccuPoint Solutions’ selection criteria.