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

29. WCM Investment Management

WCM Investment Management, based in Laguna Beach, California, is ranked No. 29 on the 2020 CNBC Financial Advisor 100 list. This is the firm's first year on CNBC's FA 100 list.

Total AUM: $42.6B+ (AccuPoint Solutions)

Years in Business: 44 (AccuPoint Solutions)

Accounts Under Management: 9,009 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Paul Black, Co-Chief Executive Officer & Portfolio Manager

Kurt Winrich, Co-Chief Executive Officer & Portfolio Manager

Contact:

wcminvest.com

281 Brooks Street, Laguna Beach, CA 92651

(949) 380-0200