The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

4. Check Capital Management

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Check Capital Management, based in Costa Mesa, CA, is ranked No. 4 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.6B

Years in Business: 35

Accounts Under Management: 1,684

Previous appearances on FA 100 List: 2 (No. 12 in 2020)

Principals:

Steven Check, President

Chris Ballard, Managing Director

Contact:

checkcapital.com

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626

(714) 641-3579