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

88. Palisade Capital Management

Palisade Capital Management, based in Fort Lee, NJ, is ranked No. 88 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $5.3B

Years in Business: 26

Accounts Under Management: 2,165

Previous appearances on FA 100 List: 1 (No. 90 in 2020)

Principals:

Alison Berman, President & Chief Executive Officer

Dennison (Dan) Veru, Chief Investment Officer

Contact:

palisadecapital.com

1 Bridge Plaza, Suite 1095, Fort Lee, NJ 07024

(201) 585-7733