BKD Wealth Advisors Named to CNBC FA 100 List
NATIONAL OFFICE – BKD Wealth Advisors, LLC (BKDWA) has been named to CNBC’s annual list of the nation’s top financial advisors for the second year in a row. The CNBC FA 100 celebrates registered investment advisers (RIA) that offer in-depth planning and financial services that help clients navigate their complex financial lives.
“We are privileged to be recognized for the second year in a row by CNBC as a top 100 firm in our industry,” said BKDWA Managing Partner Steve Toomey. “This recognition is a testament to our advisors’ commitment to providing our clients Unmatched Client Service®.”
The rankings are based on data culled from more than 38,000 RIAs and provided by AccuPoint Solutions. AccuPoint applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100.
Factors included in the rankings were advisor’s compliance record, years in business, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors 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 and country of domicile. Each section was weighted according to specific criteria created by CNBC and AccuPoint.