National list recognizes FBB Capital Partners as a client-focused advisory firm.
FBB Capital Partners is pleased to announce it has been named in the 2020 edition of the CNBC FA 100, which ranks the top financial advisory firms in the country. The CNBC FA 100 celebrates the advisory firms that top the list when offering a comprehensive service that helps clients navigate through their financial life.
This is the first time the Bethesda, MD based firm has been named to the list, ranking at #63.
“We are honored to be included in this list of forward-thinking advisory firms,” says Michael Mussio, President of FBB Capital Partners. “The FBB team takes a holistic financial planning approach and is committed to offering our clients an exceptional experience. As a fiduciary, we are diligent in gaining a strong understanding of our clients’ needs and take pride in delivering customized solutions to meet those needs.”
The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Evaluation criteria include disclosures, years in business, the ratio of Investment Advisors to the total number of employees, total assets under management, and total accounts under management, among others.
FBB Capital Partners (www.fbbcapitalpartners.com) is a Bethesda-based, fee-only wealth management firm that has been in operation for 30 years. FBB Capital Partners specializes in providing tailored, independent investment management and wealth advisory services to affluent families and individuals, business owners, foundations, and endowments.
For the past six of seven years, the firm has been named to the Financial Times 300, which has listed FBB Capital Partners among its Top 300 Registered Investment Advisers (RIAs) in the country. Today, FBB Capital services clients in the greater D.C. region and 27 states across the country.