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

43. Equius Partners

Equius Partners, based in Novato, CA, is ranked No. 43 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.1B

Years in Business: 37

Accounts Under Management: 1,097

Previous appearances on FA 100 List: 1 (No. 39 in 2020)


Phil Jonckheer, Founding Partner

Jeff Troutner, Founding Partner & Chief Investment Officer

T.J. Troutner, Managing Partner & Senior Wealth Advisor


3 Hamilton Landing, Suite 130, Novato, CA 94949

(415) 382-2500