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:
3455 Peachtree Road, Suite 1500, Atlanta, GA 30326-4202
(404) 836-7100