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Consistently Among the Nation's Top Financial Advisors

The prestigious CNBC Financial Advisor 100 honors the top financial advisors in the United States. Woodley Farra Manion Portfolio Management has been ranked in the top 30 on this list for seven consecutive years, including achieving the #1 ranking in 2022. The rigorous selection process—based on a variety of factors, including each firm's regulatory/compliance record, assets under management, and revenue growth—begins with an initial look at nearly 40,000 registered investment advisors nationwide. This means our firm is among the most elite firms in the country, year after year. Given our philosophy and approach, we are especially proud to be consistently recognized for our expertise in the safekeeping and betterment of our clients' assets.

FA 100

Black and white image of the full Woodley Farra Manion team.

What This Means to Us

With a clear commitment to consistency and a philosophy built on taking a long-term approach, this recognition reflects what matters most to us—delivering excellent results for our clients over time.

Rankings provide external validation, but the real measure of our success is simpler: Have we helped our clients achieve their financial goals? Have we been good stewards of their trust? The answer to those questions is what drives us to maintain the standards that lead to such recognition.

It’s not possible to truly encapsulate the full value of a financial advisor based on a few metrics and a questionnaire, and advisors vary greatly in their suitability for different clients. The more important question is: Are we the right financial advisor for you? To find out, we should talk.

How Does CNBC Make Their Selection?

CNBC begins by analyzing an array of key data from AccuPoint Solutions’ proprietary database of registered investment advisors. From an initial list of more than 40,000 RIA firms, they select roughly 1,000 firms that meet CNBC’s proprietary criteria. CNBC then gathers more details with an extensive email survey sent to each qualifying firm.

CNBC authenticates each firm’s data and cross-checks that information with the SEC regulatory database before AccuPoint again administers CNBC’s proprietary criteria to further refine the list and create the final ranking.

Woodley Farra Manion, like other RIA firms on the FA 100 list, has not paid fees during the selection process.

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A screenshot of George Farra on the CNBC program "The Halftime Report" to discuss Woodley Farra's #1 ranking in the FA100.

CNBC Halftime Report: Woodley Farra Manion ranked #1 Financial Advisor

George Farra, Woodley Farra Manion principal, joins Halftime Report to share some of the investment strategies that helped his firm reach the number one ranking on CNBC’s Financial Advisors 100 list.

Watch video

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A Record of Success

Woodley Farra Manion first entered the CNBC FA 100 in 2020, the second year CNBC assembled its annual ranking, debuting at #19. Any appearance on the list is significant, but in 2022 our firm reached the top spot. This year we’re honored to rank #6, our seventh consecutive year on the list and our second top-10 finish. It’s a mark of excellence we will continue to strive for in the years to come.

Every journey begins with the first step. We’re ready to join yours.

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