CNBC has recognized Foster & Motley as one of the nation’s 100 top-rated financial advisory firms of 2024! It is the sixth consecutive year the firm has earned a spot in the annual ranking. Foster & Motley is the only local company to make the list for six years straight. At 34 in the ranking, Foster & Motley is in the top 1% of the 40,896 RIA firms from the Securities and Exchange Commission regulatory database.
"We’re deeply grateful for the continued trust of our clients and the dedication of our talented team," said Zach Horn, Managing Partner. "Being recognized on this list for six years running is a testament to our client-first approach and our employees' unwavering commitment. It’s truly an honor to serve our clients and receive this acknowledgment again."
The 2024 CNBC FA 100 list, released on October 2, 2024, was compiled using a proprietary methodology developed by CNBC in collaboration with data provider AccuPoint Solutions. Foster & Motley provided firm data as of May 31, 2024. 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.
See Foster & Motley's disclosure for additional details on CNBC and AccuPoint Solutions’ selection criteria.