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

41. Check Capital Management

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Check Capital Management, based in Costa Mesa, CA, is ranked No. 41 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.4B

Years in Business: 36

Accounts Under Management: 1,991

Previous appearances on FA 100 List: 3 (No. 4 in 2021)

Principals:

Steven Check, President

Chris Ballard, Managing Director

Contact:

checkcapital.com

575 Anton Boulevard, Suite 500, Costa Mesa, CA 92626

(714) 641-3579