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.
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.
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.