News from Accupoint.
Partnerships, product launches, new leadership and the work we do for the industry, including the data behind the CNBC Financial Advisor 100.
The data behind the CNBC FA 100, eight years running.
Every year since 2019, CNBC has worked with Accupoint to find the top 100 registered investment advisory firms in the United States.
“CNBC enlisted data provider Accupoint Solutions to assist with the ranking.”CNBC, FA 100 methodology
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Screen
Accupoint screens the full RIA universe with its own database and public regulatory filings.
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Survey
CNBC surveys the firms that pass the screen.
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Rank
Accupoint applies CNBC's weighted criteria to rank the top 100.
CNBC Elite Advisors
For its inaugural ranking of wealth managers serving ultra-high-net-worth clients, CNBC consulted with Accupoint Solutions and Cerulli Associates on the methodology.
What we have been up to.
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CNBC
Eighth year behind the CNBC Financial Advisor 100
Accupoint screened 41,578 RIA firms for CNBC, then applied CNBC's weighted criteria to rank the 1,015 that qualified.
Read on CNBC -
CNBC
CNBC Elite Advisors: Accupoint consulted on the methodology
For CNBC's inaugural Elite Advisors ranking of wealth managers for ultra-high-net-worth clients, CNBC consulted with Accupoint Solutions to build the methodology and assess firms.
Read on CNBC -
Events
NAILBA 44, Booth 322
The Accupoint team exhibited at NAILBA 44 at the Gaylord Texan in Grapevine, Texas.
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People
Kelly Gormley joins as Vice President of Client Relations & Sales
Kelly joins from the Investments & Wealth Institute to lead client relationships and sales.
Read the release -
People
Tim Whiting named Chief Revenue Officer
Tim leads revenue as Accupoint adds its Agency database, superPIXEL Intent technology and Intent Information.
Read the release -
Events
ITC Vegas 2025 supporter
Accupoint supported InsureTech Connect Vegas at Mandalay Bay.
See the event page -
CNBC
Seventh year behind the CNBC Financial Advisor 100
Accupoint screened 40,563 RIA firms for CNBC, then applied CNBC's weighted criteria to rank the 1,015 that qualified.
Read on CNBC -
Partnerships
Unlocking sales growth with AI-powered team intelligence
Nicole Callies of SFS MARS on advisor team intelligence with TeamIQ: data accuracy, CRM integration and the KPIs to track.
Read the interview -
Partnerships
Accupoint and SFS launch TeamIQ
Advisor team data for the major wirehouses: team membership, moves between firms, and contacts, roles and social profiles for team members.
Read the announcement -
Events
Sponsor of the NAIFA National Leadership Conference
Accupoint sponsored NAIFA's National Leadership Conference in Washington, DC.
See the sponsors -
Events
Data Diving: a NAIFA webinar with Gary Weber
Gary Weber on understanding and getting the most from your most important asset: your data.
Watch on NAIFA -
Community
Expect Miracles at the Boston Marathon
Gary Weber ran for the Expect Miracles team, raising funds for cancer research at Memorial Sloan Kettering and for the Samfund.
Portal updates
Recent additions to the Accupoint Portal, from our customer notices.
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Announcements, events and data stories as they happen.
For interviews, data requests or comment on the industry, call (888) 978-1677 or send us a note.
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