CNBC ranks Albion Financial Group 50th in “100 Financial Advisors” list
SALT LAKE CITY, November 9, 2021 / PRNewswire / – Albion Financial Group (“Albion”) debuted at No. 50 in the 2021 CNBC ranking of the Top 100 Registered Investment Advisors (RIAs) in United States. The Top 100 list, which takes into consideration a variety of factors beyond assets under management, recognizes consulting firms that help clients navigate their financial lives.
CNBC began the ranking process with a list of 38,302 RIA companies and partnered with AccuPoint Solutions to provide basic data points against which to compare them. The initial assessment process, using data gathered from company filings with the SEC, refined the list to 749 companies. The remaining companies were then polled by CNBC for additional details to compare them, which ultimately resulted in the Top 100 list. These additional details included their compliance record, number of years in business, number of employees, number of investment advisers. , the ratio of investment advisers to the total number of employees, the total assets under management, the total accounts under management and the number of states where the RIA is registered.
Albion has a history full of similar awards and recognitions over the years. In 2020, SmartAsset identified Albion as one of the top financial advisory firms in the state of Utah. Utah Business Magazine named Albion the “Best Company to Work For” in 2019. Several members of Albion’s leadership team were recognized in Utah Business Magazine’s “40 Under 40” list in 2017 and 2020.
About the Albion Financial Group
Albion Financial Group was founded in 1982 in Alta, Utah by Toby Levitt and John Bird. The company was an early pioneer in fiduciary investing and fee-based financial advisory – providing world-class financial planning and investment management services while striving to eliminate conflicts of interest. prevalent in the industry. The team of 26 professionals provide services to individuals, families and private businesses with a geographic reach stretching from the Wasatch front of Utah to states and communities across the country.
SOURCE Albion Financial Group