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

76. Clifford Swan Investment Counselors

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Clifford Swan Investment Counselors, based in Pasadena, CA, is ranked No. 76 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $3.7B

Years in Business: 107

Accounts Under Management: 945

Previous appearances on FA 100 List: 3 (No. 27 in 2021)

Principals:

Peter Boyle, Chief Executive Officer & Chief Investment Officer

Kathleen Gilmore, Chair & President

Contact:

cliffordswan.com

177 East Colorado Boulevard, Suite 550, Pasadena, CA 91105

(626) 792-2227