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

19. Equius Partners

WATCH LIVE

Equius Partners, based in Novato, CA, is ranked No. 19 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.1B (AccuPoint Solutions)

Years in Business: 38 (AccuPoint Solutions)

Accounts Under Management: 1,083 (AccuPoint Solutions)

Previous appearances on FA 100 List: 2 (No. 43 in 2021)

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 260, Novato, CA 94949

(415) 382-2500