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.

1. Salem Investment Counselors
2. Dana Investment Advisors
3. NewSouth Capital Management
4. Montag & Caldwell
5. Brandes Investment Partners
6. Cincinnati Asset Management
7. Emerald Advisers
8. Tom Johnson Investment Management
9. California Financial Advisors
10. Richard C. Young & Co.
11. Diversified Management
12. Check Capital Management
13. Gofen & Glossberg
14. North Star Asset Management
15. Gamble Jones Investment Counsel
16. Parsons Capital Management
17. Agincourt Capital Management
18. D.F. Dent & Co.
19. Woodley Farra
20. Sol Capital Management
21. Everett Harris & Co.
22. Ferguson Wellman Capital Management
23. Carret Asset Management
24. Beacon Capital Management
25. Luther King Capital Management
26. Gillespie, Robinson & Grimm
27. Pzena Investment Management
28. Bowen, Hanes & Co.
29. WCM Investment Management
30. RNC Genter Capital Management
31. Eubel Brady & Suttman Asset Management
32. Heritage Investment Group
33. David Vaughan Investments
34. ZWJ Investment Counsel
35. Fiduciary Management
36. Zemenick & Walker
37. Zevenbergen Capital Investments
38. Hahn Capital Management
39. Equius Partners
40. Edgemoor Investment Advisors
41. Southeast Asset Advisors
42. Loring, Wolcott & Coolidge Fiduciary Advisors
43. Guyasuta Investment Advisors
44. Foundation Resource Management
45. Bradley, Foster & Sargent
46. Veritable
47. The Burney Company
48. Leavell Investment Management
49. Schaper, Benz & Wise Investment Counsel
50. Cadinha & Co.
51. Sands Capital Management
52. Oak Associates
53. H.M. Payson & Co.
54. Badgley Phelps Wealth Managers
55. Clifford Swan Investment Counselors
56. Roffman Miller Associates
57. RTD Financial Advisors
58. Foster & Motley
59. Meritage Portfolio Management
60. BKD Wealth Advisors
61. Halbert Hargrove Global Advisors
62. Sage Financial Group
63. FBB Capital Partners
64. Farr, Miller & Washington
65. Lee Financial Company
66. Beaird Harris
67. Pittenger & Anderson
68. Segall Bryant & Hamill
69. Wilbanks, Smith & Thomas Asset Management
70. Caprin Asset Management
71. Meyer Capital Group
72. Charles D. Hyman & Co.
73. C.W. Henderson & Associates
74. Brown Capital Management
75. Sound Shore Management
76. Timucuan Asset Management
77. Oak Ridge Investments
78. Investment Counselors Of Maryland
79. Pinnacle Associates
80. Henssler Financial
81. Steele Capital Management
82. Bridges Trust
83. Anchor Capital Advisors
84. JMG Financial Group
85. Lee, Danner & Bass
86. Bailard
87. SFMG Wealth Advisors
88. Pinnacle Advisory Group
89. Summit Financial Strategies
90. Palisade Capital Management
91. Sullivan, Bruyette, Speros & Blayney
92. Conrad Siegel Investment Advisors
93. Index Fund Advisors
94. Legacy Wealth Management
95. Sheaff Brock Investment Advisors
96. Pillar Pacific Capital Management
97. Bedel Financial Consulting
98. Provident Trust Company
99. E.S. Barr & Co.
100. Mason Investment Advisory Services

FA 100

4. Montag & Caldwell

Published Tue, Oct 6 20209:00 AM EDTUpdated Wed, Oct 7 20203:06 PM EDT

Montag & Caldwell, based in Atlanta, Georgia, is ranked No. 4 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 2 on last year's CNBC FA 100 list.

Total AUM: $2.3B+ (AccuPoint Solutions)

Years in Business: 44 (AccuPoint Solutions)

Accounts Under Management: 275 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 2 in 2019)

Principals:

Charlie Markwalter, President & Chief Executive Officer

Rebecca Keister, Executive Vice President & Chief Compliance Officer

Contact:

montag.com

3455 Peachtree Road, Suite 1500, Atlanta, GA 30326-4202

(404) 836-7100

4. Montag & Caldwell

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