NetworkยทFamily Office
๐ BETHESDA, MD
SEC CRD #801-56945
Home | Edgemoor Investment Advisors, Inc. Getting Started Client Portal Edgemoor Blog Start Now! --> Ranked #17 Ranked #17 on CNBC Financial Advisor 100 List 2025 Edgemoor has now been ranked in the top 40 on this list four previous times in 2020, 2021, 2022, and 2024. CNBC selected 100 firms for its 2025 FA 100 List from a pool of 1,015 registered investment advisor (RIA) nominees who met proprietary criteria. Learn More CNBC selected 100 firms for its 2025 FA 100 List from a pool of 1,015 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 regulatory/compliance record, number of years in the business, number of Certified Financial Planners, number of employees, ratio of investment advisors to total number of employees, number of investment advisors registered with the firm, total assets undermanagement, 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
PAUL MEEHAN
CHIEF COMPLIANCE OFFICER, PRESIDENT
๐ (301) 543-8881
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AUM
$1.5B
Location
BETHESDA, MD
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