CNBC Ranks David Vaughan Investments No. 21 out of Top 100 Financial Advisory Firms
David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 21st out of the top 100 Registered Investment Advisory (RIA) firms in the United States.
PEORIA, Ill., Oct. 18, 2021 /PRNewswire-PRWeb/ -- David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 21st out of the top 100 Registered Investment Advisory (RIA) firms in the United States. Annually, CNBC publishes their "FA 100" list, which ranks advisory firms across the nation that provide comprehensive planning and financial services. CNBC stated that the intent of the FA 100 list is to highlight various factors that an investor should consider when hiring a financial advisory firm, such as fiduciary responsibility, range of services, investment strategy and compensation.
The analysis started with an initial list of 38,302 RIA firms. The ranking methodology considered many factors, such as number of years in the business, number of employees, disclosures, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management and total accounts under management. CNBC also applied weighted categories to further refine and rank each firm.
Will Williams, DVI's President and CEO remarked, "2021 is the third consecutive year in which we have been recognized as an RIA industry leader, each year making considerable progress in our overall ranking. We are honored and humbled with this recognition, but we continue to understand the ultimate gauge of firm success is the achievement of financial goals and objectives by our valued clients. We are passionate about "Building a Firm to Last" and serving as a trusted advisor to our clients for decades to come. This ranking is simply validation as we continue to make progress towards this end goal."
About David Vaughan Investments, LLC
DVI is an investment advisory firm with locations in Peoria, Illinois and Winter Park, Florida. As of September 30, 2021, DVI had total assets under advisement of $4.3 billion. In the fall of 2017, DVI established a new partnership with Morton Community Bank, a $4.9 billion independently owned community bank headquartered in Central Illinois.
For more than 40 years, DVI has provided superior asset management services and wealth management solutions to high‐net‐worth individual and institutional investors. DVI employs a "Quiet Quality" approach to investment management: people of integrity, acting in their clients' best interests... helping them plan for the future, protect what they have worked so hard to attain, and prosper today and for generations to come. For more information visit http://www.dviinc.com.
This rating is not indicative of DVI's future performance. The analysis for the CNBC FA 100 rating was conducted by CNBC with the assistance of AccuPoint Solutions, and neither the participating firms nor their employees pay a fee in exchange for inclusion in it. For more information regarding the CNBC FA 100, including the methodology and how the firms were selected, visit http://www.cnbc.com/top-rated-wealth-management-firms/.
Source: David Vaughan Investments, LLC
Media Contact
Beth Salmon, David Vaughan Investments, LLC, +1 (309) 685-0033, [email protected]
SOURCE David Vaughan Investments, LLC
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