The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

2. Montag & Caldwell

Founded in 1945, Montag & Caldwell claims to be guided by "people, process and philosophy." Since then, the firm has added a number of portfolio managers, analysts and traders to manage the growth of the firm. Serving a wide range of individual and institutional clients through separate accounts and mutual funds, M&C specializes in working with retirement plans, endowment funds and foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.

Total AUM: $2.10B+

Years in Business: 43

Accounts Under Management: 439


William Vogel, President & Chief Executive Officer

Rebecca Keister, Executive Vice President & Chief Compliance Officer


3455 Peachtree Road, Suite 1200, Atlanta, GA 30326-4202

(404) 836-7100