CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

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David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 33rd out of the top 100 Registered Investment Advisory (RIA) firms.

David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 33rd out of the top 100 Registered Investment Advisory (RIA) firms. 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 37,369 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, “The DNA of our firm is that we rarely seek out public recognition for achieving certain industry milestones. Nonetheless, it is gratifying that CNBC identified DVI as one of the top investment advisory firms in the country utilizing an objective, fact-based selection criteria. Success for DVI has always been defined by our valued clients achieving their financial goals and objectives; that is our primary focus and that will never change. Along the way however, if it appears we are achieving best-in-class outcomes, all the better!”

About David Vaughan Investments, LLC

DVI is an investment advisory firm with locations in Peoria, Illinois and Winter Park, Florida. As of September 31, 2020, DVI had total assets under advisement of $3.4 billion. In the fall of 2017, DVI established a new partnership with Morton Community Bank, a $4.5 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.

Source: David Vaughan Investments, LLC

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