APRIEM ADVISORS RECOGNIZED ON 2022 CNBC FA 100 LIST
ORANGE COUNTY, CA – APRIEM ADVISORS is honored to have been named #89 on the CNBC FA 100 List for 2022. The CNBC ranking recognizes advisory firms that help clients navigate their financial life through comprehensive financial planning and investment management.
Helping consumers make smart money decisions is a key part of what the personal finance team does at CNBC, and that includes figuring out when to enlist help, and from who. That mission has been a big driver behind the CNBC FA 100 list, now in its fourth year. – CNBC
I want to continue forward in our growth by hiring the right people, never taking short cuts, and always doing what is in the best interest of our clients We will continue to be adaptive to change and technology and listen to suggestions to have the greatest impact. We will strive to retain our talent and keep them happy so they like coming to work. Lastly, we will remain thankful and humble about where we came from and know how blessed we are to be entrusted with our clients’ livelihoods,” said Rhonda Ducote, AIF®, President and Principal of Apriem Advisors.
To view Apriem’s profile on the CNBCs FA 100 list visit: https://www.cnbc.com/2022/10/04/apriem-advisors-fa-100.html. To view the list in its entirety, visit: https://www.cnbc.com/top-rated-wealth-management-firms/
Disclosure: Apriem or its staff did not pay a fee to participate in the list. The rating was given on October 4, 2022 and based on data as of December 31, 2021.
About CNBC FA 100: The CNBC FA 100 list was selected from more than 39,000 registered investment advisory firms using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. CNBC and AccuPoint Solutions applied the weighting for each category to further refine and rank the firms. The rankings consider many factors such as assets under management, years in business, and the number of employees, among others. The full methodology can be found on CNBC.com/FA100.