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

39. Equius Partners

Equius Partners, based in Novato, California, is ranked No. 39 on the 2020 CNBC Financial Advisor 100 list. This is the firm's first year on CNBC's FA 100 list.

Total AUM: $1B+ (AccuPoint Solutions)

Years in Business: 36 (AccuPoint Solutions)

Accounts Under Management: 1,513 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Phil Jonckheer, Founding Partner

Jeff Troutner, Founding Partner

T.J. Troutner, Managing Partner

Contact:

equiuspartners.com

3 Hamilton Landing, Suite 130, Novato, CA 94949

(415) 382-2500