Press Room

This is Albion’s fourth 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 42 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 began with an initial list of 40,896 RIA firms from the SEC’s regulatory database and distilled from there using a rigorous process to identify and distinguish a select group of premier RIAs. From 40,896, to the 903 that qualified, slimmed to a list of 100, (to arrive at #16 in 2024) 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 all of the other award issuers below, do not charge any type of fee to advisors to be listed in their ranking, nor has Albion paid in any way to be included in any ranking***