Ami Asset Management, based in Los Angeles, CA, is ranked No. 42 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2019 FA 100 list.
Alta Capital Management, based in Holladay, UT, is ranked No. 89 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2019 FA 100 list.
Sage Advisory Services, based in Austin, TX, is ranked No. 37 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Traphagen Financial Group, based in Oradell, NJ, is ranked No. 20 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
YHB Investment Advisors, based in West Hartford, CT, is ranked No. 39 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.