The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

94. Intersect Capital

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Intersect Capital, based in San Ramon, CA, is ranked No. 94 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.6B

Years in Business: 7

Accounts Under Management: 440

Previous appearances on FA 100 List: 0

Principal:

Joe McLean, Managing Partner

Contact:

intersectcapitalllc.com

12657 Alcosta Boulevard, Suite 400, San Ramon, CA 94583

(925) 498-1996