The CNBC FA 100 ranking takes into consideration factors beyond just AUM. The ranking is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. (View the methodology here.) It was based on data culled from thousands of advisory firms.
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to high net worth individuals and institutions. Our integrated approach to wealth management delivers on the needs of our clients through thoughtful attention and opportune solutions in a fiduciary capacity.
This recognition from CNBC is a great honor and WWM is proud of our collaboration with Pinnacle, the collective efforts of our team and continued confidence of our clients.
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