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

35. Scharf Investments

Scharf Investments, based in Los Gatos, CA, is ranked No. 35 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $4.3B

Years in Business: 40

Accounts Under Management: 6,381

Previous appearances on FA 100 List: 0

Principals:

Brian Krawez, President & Lead Portfolio Manager

Eric Lynch, Managing Director

Contact:

scharfinvestments.com

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

(831) 429-5216