Anchor is honored to be included in the CNBC FA 100 list, which celebrates the advisory firms that top the list when it comes to offering a comprehensive planning and financial service that helps clients navigate through their complex financial life.
Source: (CNBC) The CNBC rankings are based on data culled from thousands of advisory firms and provided by factors included in the rankings: disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees, total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. Anchor Capital Advisors provided the required information to CNBC upon their request for submission. Anchor Capital’s AUM ($9.7 Billion) includes discretionary assets under management $3.4 billion and assets under advisement are $6.3 billion. The number of accounts shown is a combination of named accounts for the Private Client/Institutional Division and the number of Sponsor Platforms in the Managed Account Division. This information is for educational purposes only. The accuracy and completeness of information and the opinions expressed herein cannot be guaranteed. No ranking or recognition should be construed as a current or past endorsement of Anchor Capital by any of its clients. Receipt of this designation is no way indicative of any individual client or investor’s experience with the Company or of any client, investor or fund’s future performance. Anchor Capital is not affiliated with CNBC in any way.