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

15. Professional Advisory Services

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Professional Advisory Services, based in Vero Beach, FL, is ranked No. 15 on the 2022 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.2B

Years in Business: 45

Accounts Under Management: 1,087

Previous appearances on FA 100 List: 0

Principals:

David Jaffe, President

Carol Bieber, Vice President & Chief Compliance Officer

Kenneth Ligon III, Vice President

Contact:

pa-services.com

2770 Indian River Boulevard, Suite 204, Vero Beach, FL 32960

(772) 778-0552