CNBC selected 100 firms for its 2022 FA 100 List from a pool of 904 registered investment advisor (RIA) nominees who met proprietary criteria. CNBC enlisted data provider, AccuPoint Solutions, to assist with the ranking of RIA firms and the following data points were used in the analysis: advisor’s compliance record, number of years in the business, number of employees, number of investment advisors registered with the firm, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and the country of domicile. This award does not evaluate the quality of services provided to clients and is not indicative of the Edgemoor’s future performance. Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. Neither Edgemoor nor their employees pay a fee to CNBC in exchange for inclusion in the CNBC FA 100.
Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. We focus on long-term capital appreciation, preservation of capital, and income generation through the disciplined management of our clients’ portfolios.
In constructing and managing personalized investment portfolios for our clients, we take an active approach to selecting primarily individual equity and income securities. Our portfolios are diversified across sectors and market capitalizations and designed to meet a client’s specific investment needs and objectives.
Our CFP® professionals provide comprehensive planning services to our investment management clients. We help our clients identify their financial goals, and then we evaluate their current financial position and project their future financial needs based on these goals and objectives.