Here's how we determine the FA100 ranking for 2021
The methodology for the 2021 edition of CNBC's annual FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions.
A variety of core data points from AccuPoint Solutions' database of RIAs were analyzed, ranging from the firm's compliance record and years in business to total accounts and assets under management.CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year's FA 100 list.
The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions' database of registered investment advisors. This analysis started with an initial list of 38,302 RIA firms. Through a process, the list was eventually cut to 749 RIAs, with those firms meeting CNBC's proprietary criteria.
CNBC staff sent an email survey to all those firms that met the initial criteria to gather more details. AccuPoint again applied CNBC's proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC's requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:Number of investment advisors registered with the firmPercentage of discretionary assets under management
France Dernières Nouvelles, France Actualités
Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.
Here's a ranking of the world's 50 best restaurants for 2021An annual list of the world's 50 best restaurants is back — and for the first time, one city dominated the top two spots.
Lire la suite »
How to Watch the 2021 BET Hip Hop AwardsThis year's top hip-hop artists will be honored on Tuesday night (Oct. 5) for BET's Hip Hop Awards, which are taking over Atlanta's Cobb Energy Center.
Lire la suite »
2021 Forbes 400 Methodology: How We Crunch The NumbersInside how we compile The Forbes 400 list of the wealthiest Americans.
Lire la suite »
Get That Gift to Grandma! How to Plan For Shipping Delays During the 2021 Holiday SeasonCOVID has caused supply chain issues, including shipping delays. Here's how to make sure your gifts arrive on time for the 2021 holiday season.
Lire la suite »
All the BET 2021 Hip Hop Awards Performances RankedAside from the awards, fans enjoyed various ciphers from emerging acts and performances from Young Thug, Gunna, Baby Keem, and more.
Lire la suite »