Capital Performance Advisors LLP, Thomas Wirig Doll’s Registered Investment Advisory firm, has been ranked number 27 on CNBC’s inaugural list of the Top 100 Fee-Only Wealth Management Firms nationwide.1
To determine which firms would be included on this competitive list, CNBC joined forces with Meridian-IQ to develop a proprietary ranking system that evaluated firms based on factors including, but not limited to, their assets under management, average account size, years in business and client segmentation. Firms were also evaluated based on their relationships with third-party professionals, such as attorneys, and the number of staff with professional designations, such as CPAs. Furthermore, firms included on the list were required to be free of complaints, actions or disclosures with both state and federal regulators.
1. The criteria used by CNBC in this ranking is disclosed at the bottom of the list under the heading “Methodology.” Clients and/or prospective investors are urged to review this section discussing the criteria used in compiling the ranking. This ranking is not intended to be representative of any one client’s experience and should not be interpreted as indicative of any future performance by any adviser. This ranking was compiled by CNBC’s Meridian/AdviceIQ team, and Capital Performance Advisors, LLP did not pay any fees to participate in the ranking.