Parsons Capital Updates
CNBC reveals the top firm on this year’s Financial Advisor 100 list, Parsons Capital
<p style="font-family: Arial, sans-serif; font-size: 12px;">The market commentary discussed in this video is intended for general information and educational purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Parsons Capital Management (PCM) or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, including those recommended or implemented by PCM, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Past performance does not guarantee future returns.</p>
How CNBC’s No. 1 financial advisor uses a ‘white glove approach’ in tumultuous times
<p style="font-family: Arial, sans-serif; font-size: 12px;">CNBC 2025 FA 100: This rating is as of October 1, 2025, based upon a questionnaire completed by Parsons Capital Management, Inc. ("PCM") and other participating advisers. PCM did not pay a fee to be included in any such ranking. However, after receiving the designation (and not as a condition to receiving it), PCM paid a fee in exchange for logo licensing, plaques, or other means to commemorate the designation. The rating may not be representative of any one client’s experience, does not evaluate the quality of services provided to clients and is not indicative of future performance. CNBC is not affiliated with PCM. The Financial Advisor 100 is based on core data points gathered from the data provider, AccuPoint Solutions. AccuPoint then applied the following weighted categories to further refine and rank the firms: disclosures, years in existence, number of employees, number of investment advisors registered with the firm, number of Certified Financial Planners, ratio of investment advisors to total number of employees, AUM, percentage of discretionary AUM, total accounts, number of states where the RIA is registered and country of domicile.</p>
