The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

100. Carret Asset Management

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Carret Asset Management, based in New York, NY, is ranked No. 100 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $3B

Years in Business: 59

Accounts Under Management: 2,418

Previous appearances on FA 100 List: 3 (No. 25 in 2021)

Principals:

Marco Vega, President & Chief Operating Officer

Jason Graybill, Senior Managing Director

Contact:

carret.com

360 Madison Avenue, 20th Floor, New York, NY 10017

(212) 593-3800