CNBC names Capstone to their FA 100 List
Capstone Financial Advisors is pleased to announce that we have been named to the 2022 CNBC FA 100 list of top U.S. registered investment advisors (RIAs). Capstone has been ranked #77 out of the 100 firms included in the list.
“We are honored to have been selected as one of the top registered investment advisory firms in the nation by CNBC,” said Troy E. Bute, co-founder of Capstone Financial Advisors. “To be named to the 2022 CNCB FA 100 highlights Capstone’s continued growth and shows the high level of service that we provide to our clients.”
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.
ABOUT THE RESEARCH PROCESS
The list was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In 2022, CNBC evaluated thousands of firms to develop this year's CNBC FA 100 List. Considered in the rankings were categories such as assets under management, number of investment advisors registered with the firm, compliance records and total accounts under management, among others. CNBC and AccuPoint Solutions determined the weighting for each category, further refining and ranking the firms, ultimately creating the list of CNBC FA 100. The complete methodology can be found here. To view the list in its entirety, click here.
ABOUT CAPSTONE FINANCIAL ADVISORS
Capstone Financial Advisors, headquartered in Illinois, was founded in 1999 and manages $2.09 billion in assets¹. Capstone provides customized financial planning and comprehensive wealth management services to high net worth individuals, families and institutions. As a fee-only, personal financial advisory firm, Capstone offers financial advice that is tailored to clients’ individual goals, risk tolerance and lifestyle needs.
DISCLOSURES:
¹ $2.09 billion of regulatory assets under management (AUM) as of 12/31/2021. Regulatory AUM consists of securities portfolios for which continuous and regular supervisory or management services are provided.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capstone Financial Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Capstone Financial Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.