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

12. Check Capital Management

Check Capital Management, based in Costa Mesa, California, is ranked No. 12 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 52 on last year's CNBC FA 100 list.

Total AUM: $1.2B+

Years in Business: 34

Accounts Under Management: 1,380

Previous appearances on FA 100 List: 1 (No. 52 in 2019)

Principals:

Steven Check, President

Chris Ballard, Managing Director

Contact:

checkcapital.com

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626

(714) 641-3579