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

47. Veritable

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Veritable, based in Newtown Square, PA, is ranked No. 47 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $18B

Years in Business: 17

Accounts Under Management: 218

Previous appearances on FA 100 List: 2 (No. 46 in 2020)

Principals:

Michael Stolper, Partner & Chief Executive Officer

Charles Keates, Partner, General Counsel & Chief Compliance Officer

Contact:

veritablelp.com

6022 West Chester Pike, Newtown Square, PA 19073

(610) 640-9551