FA 100

Register now for CNBC's FA Summit on May 22nd

The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

65. Marble Harbor Investment Counsel

WATCH LIVE

Marble Harbor Investment Counsel, based in Boston, MA, is ranked No. 65 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1B (AccuPoint Solutions)

Years in Business: 17 (AccuPoint Solutions)

Accounts Under Management: 506 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principal:

Paul Davis, Founder, Managing Member & Chief Investment Officer

Contact:

marbleharboric.com

101 Federal Street, Suite 2920, Boston, MA 02110

(617) 956-6710