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

55. Clifford Swan Investment Counselors

Clifford Swan Investment Counselors, based in Pasadena, California, is ranked No. 55 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 58 on last year's CNBC FA 100 list.

Total AUM: $3.2B+

Years in Business: 105

Accounts Under Management: 786

Previous appearances on FA 100 List: 1 (No. 58 in 2019)

Principals:

Peter Boyle, Chief Executive Officer & Chief Investment Officer

Kathleen Gilmore, Chairman & President

Contact:

cliffordswan.com

117 E. Colorado Boulevard, Suite 550, Pasadena, CA 91105

(626) 792-2228