January 25, 2020
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Portland-based HM Payson makes list of top 100 U.S. financial advisory firms by CNBC

Community Author: Philbrook Co.
Post Date:

PORTLAND – HM Payson, an integrated financial advisory firm, was ranked #43 on CNBC’s FA 100, a list of the top 100 financial advisory firms in the country. Firms that top the list not only have significant assets under management, but have also proven adept at meeting clients’ sophisticated investment management and complicated financial planning needs. CNBC FA 100 rankings aim to give potential clients the whole story when determining which financial advisory firm is right for them. 

HM Payson’s profile on the CNBC FA 100 website can be found here. 

About CNBC FA 100

CNBC FA 100 celebrates forward-thinking advisory firms that offer comprehensive planning and financial service to help clients navigate complex financial situations. Rankings are based on data collected from thousands of advisory firms and provided to AccuPoint Solutions, an independent research firm. According to the FA 100 website, rankings are based on disclosures, years in business, average account size, total accounts under management, number of advisors, the ratio of investment advisors to total number of employees and discretionary assets under management, and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint. More information about how firms were chosen and why the factors listed above are important to investors can be found here.