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

57. Paragon Capital Management

Paragon Capital Management, based in Denver, CO, is ranked No. 57 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: 33 (AccuPoint Solutions)

Accounts Under Management: 737 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Brian Goodstadt, Managing Partner & Private Wealth Advisor

Larry Orgill, Partner & Private Wealth Advisor

Jay Ratterman, Partner & Private Wealth Advisor

Shaun Williams, Partner & Private Wealth Advisor

Contact:

paragoncapitalco.com

999 18th Street, Suite 1401, Denver, CO 80202

(303) 293-3680