CCM is pleased to again be listed in Financial Advisor magazine’s annual ranking of the nation’s top RIA firms.
The magazine’s related article and full RIA ranking list can be read here: RIA Survey & Ranking 2018
The article includes the magazine’s summary of what they learned from the RIA firms surveyed this year.
CCM has participated in FA magazine’s survey for numerous years and in 2018 was listed as #159 of those participating, based on assets under management.
On an annual basis Financial Advisor (FA) magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking is not included in their summary article. CCM paid no fees to be included this ranking and CCM paid no fees to the magazine to promote this ranking. CCM completed a survey in order to be considered for this ranking. In 2018 FA Magazine included 707 firms listed by assets under management. The number of firms participating wasn’t disclosed. FA magazine independently sets its ranking criteria and CCM has no influence on the criteria.