EVANSVILLE, Ind.--(BUSINESS WIRE)--Donaldson Capital Management, wealth management and investment advisory firm with over $2.5B in assets under management, has been named to the 2022 CNBC Financial Advisor 100 list.
According to their recent article, “The CNBC FA 100 recognizes those advisory firms that best help people navigate their financial lives.” They go on to say, “We consider the services firms offer and their specialties, among other factors. And for the first time this year, we factored in the number of certified financial planners a firm employs, recognizing the expertise that designation lends to planning offerings.”
Donaldson was named by CNBC from more than 39,800 registered investment advisory firms using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on CNBC.com/FA100.
“Each of us at DCM share a passion for serving clients,” says Sarah Moore, President, “we are honored to be recognized on the 2022 CNBC Financial Advisor 100 list because it emphasizes the importance of our client's success, not DCMs.”
CNBC included Donaldson Capital Management on the 2022 CNBC Financial Advisor 100 list on October 4, 2022. No compensation was provided to CNBC to obtain inclusion on the list, but there is a licensing fee to utilize the CNBC 2022 FA 100 logo in marketing materials.
