The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

81. Steele Capital Management

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Steele Capital Management, based in Dubuque, Iowa, is ranked No. 81 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 67 on last year's CNBC FA 100 list.

Total AUM: $2.1B+ (AccuPoint Solutions)

Years in Business: 24 (AccuPoint Solutions)

Accounts Under Management: 3,586 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 67 in 2019)

Principals:

Michael Steele, Chief Executive Officer

Brett Wessels, Chief Investment Officer

Contact:

steelecapital.com

788 Main Street, Dubuque, IA 52001

(563) 588-2097