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#1 on the CNBC Financial Advisor 100 List

The prestigious CNBC Financial Advisor 100 Awards honor the top 100 financial advisors in the United States. Woodley Farra Manion Portfolio Management was ranked #1 in 2022, and we are honored to once again appear on the list. 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 almost 40,000 investment firms. 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, we are proud to once again appear on the CNBC FA 100 list. Woodley Farra Manion has appeared on this list for four consecutive years, elevating our firm to the field’s highest echelon. 

Like our clients, we have a deep appreciation for numbers and details. Because the CNBC FA 100 process begins each year with a list of nearly 40,000 registered investment advisors (RIAs), a top-100 ranking positions a firm in the top .0025%—that is, the top one-fourth of the top 1%—of financial advisors in the country. Any firm that is ranked on this list even once is among elite company, to say the least. 

Is it possible to truly encapsulate the full value of a financial advisor based on a few metrics and a questionnaire? Advisors vary greatly in their suitability for different clients, after all. The more important question to ask is: Are we the right financial advisor for you? To know that, 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 almost 40,000 RIA firms, they craft a shortlist—relatively speaking—of close to 1,000 firms that meet CNBC’s proprietary criteria. CNBC then gathers more details with an extensive email survey sent to each qualifying firm, who in turn complete a comprehensive application and provide a full prospectus of their practice.

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.

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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 the ‘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, debuting at #19 in the second year in which CNBC assembled its annual ranking. A financial advisor’s appearance anywhere on the list is significant, but our firm climbed two more spots the following year before landing atop the CNBC FA 100 list in 2022. We’re honored to be on this year’s list, one of only a handful of firms to remain in the top 50 for multiple years in a row—a mark of excellence we will continue to strive for in the years to come.