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

23. Carret Asset Management

Carret Asset Management, based in New York, New York, is ranked No. 23 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 14 on last year's CNBC FA 100 list.

Total AUM: $2.9B+

Years in Business: 57

Accounts Under Management: 2,200

Previous appearances on FA 100 List: 0 (No. 14 in 2019)

Principals:

Wayne Reisner, President

Marco Vega, Chief Operating Officer

Contact:

carret.com

320 Park Avenue, 18th Floor, New York, NY 10022

(212) 593-3800