Press Room

This is Albion’s second 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 the past 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.

According to SEC data there are now 39,818 Registered Investment Advisors (RIAs) in the US. CNBC’s methodology begins with this vast database and distills from there using a rigorous process to identify and distinguish a select group of premier RIAs. From 39,818, to the 904 that qualify, slimmed to a list of 100, to arrive at #3 means that Albion is in the top 0.0001% of all RIA firms in the country. It’s an incredible honor; one we do not take casually.

CNBC does not charge any type of fee to advisors to be listed in the annual ranking, nor did Albion pay in any way to be part of this ranking.