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

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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)

Principals:

Phil Jonckheer, Founding Partner

Jeff Troutner, Founding Partner & Chief Investment Officer

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

Contact:

equiuspartners.com

3 Hamilton Landing, Suite 130, Novato, CA 94949

(415) 382-2500