Our Awards

This is Albion’s third straight year on the ‘CNBC FA 100’. America’s leading finance and business media outlet describes this list as, “the CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.” Albion has committed over 40 years to guiding clients to a lifetime of good financial decisions™, so we welcome and appreciate a fitting recognition on this esteemed list.

Albion believes that a secure financial future is obtained through clearly stated objectives and attention to the many components of your life. Our team diligently works to understand your personal financial and lifetime ambitions, carefully creating plans and portfolios that meet each client’s risk profile, time horizon, and goals.

CNBC’s methodology begins with an initial list of 40,646 RIA firms from the SEC’s regulatory database and distills from there using a rigorous process to identify and distinguish a select group of premier RIAs. From 40,646, to the 812 that qualified, slimmed to a list of 100, to arrive at #41 in 2023 means that Albion is among the very best of all RIA firms in the country. It’s an incredible honor; one we do not take casually.

***CNBC, and each of the award issuers below, does not charge any type of fee to advisors to be listed in their ranking, nor did Albion pay in any way to be included in any ranking***

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