The ranking is compiled by the CNBC Digital editorial team, along with Meridian-IQ, using a proprietary formula that includes such factors as assets under management, staff with CFP or CFA designations, those working with CPAs, years in business and more. Each firm was compared to the Regulatory Compliance Review database with checks against the SEC, FINRA, state regulators and state insurance commissioners.
Said Tim Agnew, Managing Director of SHWM, “The methodology used to determine the rankings for the Top 100 Fee-Only Wealth Management Firms means that SHWM was measured against strict standards of compliance. It recognizes our commitment to providing our clients with a team of professionally certified advisors as well as our longevity and growth. We are proud of our inclusion on this list of fine investment firms and are humbled that our clients have placed confidence in us that has allowed us to grow.”
Smith & Howard Wealth Management is a Registered Investment Adviser, providing fully integrated financial planning and investment management focusing on objectivity and tax expertise. For more information, contact Tim Agnew at 404-874-6244 or firstname.lastname@example.org.