1919 Investment Counsel Recognized on CNBC's Financial Advisor 100 List
1919 Investment Counsel, an independent registered investment advisor and subsidiary of Stifel Financial Corp., has been named to the 2026 edition of CNBC’s Financial Advisor 100 list. This annual ranking highlights top U.S. RIAs based on factors such as compliance record, years in business, total accounts, and assets under management. Ron Bates, Managing Director at 1919, emphasized that this recognition reflects the firm's commitment to helping clients with wealth preservation, retirement planning, estate transfer, and philanthropy. The ranking was determined by AccuPoint Solutions using a proprietary methodology, without any fees paid for inclusion in the list. Founded over 100 years ago, 1919 operates from multiple U.S. locations including Baltimore, New York, San Francisco, and others.
Topics: 1919 Investment Counsel CNBC Financial Advisor 100 Stifel Financial Corp.