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