Bedel Financial Consulting Once Again Named to Top 100 Financial Advisory Firms by CNBC
Bedel Financial is thrilled to be included in CNBC’s Financial Advisor 100: Best financial advisors, top firms for 2025 list.
One of only four firms in Indiana to make the list, Bedel Financial is proud to be included amongst a list of other highly respected and trusted financial firms. We believe that being honored with a place on this list reflects our commitment to our clients and community partners.
From retirement planning to investment management, Indiana families trust Bedel financial to help them prepare for the future. Being placed on the CNBC FA 100 list showcases and reinforces our dedication to growth, regulatory compliance, and attention to detail.
Bedel Financial President Evan Bedel said:
“For 36 years, we’ve worked to build and preserve the trust of our clients and community – and we don’t take that responsibility lightly. This recognition reflects our team’s unwavering commitment to always put clients’ interests first and to treat them as we would our own family. We’re honored to be recognized by CNBC for the third time, and we thank our team for making it possible.”
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FA 100 Methodology
CNBC’s Financial Advisor 100 list is determined through a blend of data analysis and editorial review.
As an initial screening, data provider AccuPoint Solutions analyzes core data points from its proprietary database of registered investment advisors, or RIAs, as well as the U.S. Securities and Exchange Commission’s regulatory database. Firms that don’t meet CNBC’s proprietary criteria are removed from the list.
This year’s analysis used an initial list of 40,563 RIA firms. The list was eventually cut to 1,015 RIAs that met CNBC’s proprietary criteria.
CNBC sends an extensive email survey to all those firms that meet the initial criteria to gather more details about their practice. CNBC applies a layer of editorial review, clarifying firm entries as needed and verifying responses against the SEC regulatory database and other publicly available resources.
AccuPoint Solutions then applies CNBC’s proprietary weighted criteria to refine the list and rank the firms.
A firm’s inclusion on the list is based solely on this methodology. CNBC receives no compensation from placing financial advisory firms on our list. Additionally, a firm’s or advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm or advisor.
Data that goes into CNBC’s Financial Advisor 100
AccuPoint Solutions uses a variety of primary data points, either as a minimum baseline or within a range, to eliminate those firms that do not meet CNBC’s requirements. For example, any firm that has a disclosure with the SEC such as a regulatory violation or customer dispute is automatically disqualified from the ranking.
Once the initial list is compiled, weightings are also applied accordingly.
These data points include:
• Advisory firm’s regulatory/compliance record
• Number of years in the business
• Number of certified financial planners
• Number of employees
• Number of investment advisors registered with the firm
• Ratio of investment advisors to the total number of employees
• Total assets under management
• Percentage of discretionary assets under management
• Total accounts under management
• Number of states where the RIA is registered
• Country of domicile
CNBC receives no compensation from placing financial advisory firms on our Financial Advisor 100 list. Additionally, a firm’s or advisor’s appearance in our ranking does not constitute an individual endorsement by CNBC of any firm or advisor. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Bedel Financial Consulting did not pay a fee in exchange for this award/rating however compensation was paid for the use of the award/rating. Bedel Financial Consulting is not associated with CNBC or AccuPoint Solutions.