Walnut Creek, CA – October 2, 2024 – Thomas Doll, an Earned Wealth Company, is honored to announce its inclusion in the prestigious 2024 CNBC Financial Advisor 100 ranking. The firm has secured the No. 80 spot on this highly regarded list, marking its first-ever appearance among the nation’s top financial advisory firms.

The CNBC FA 100 ranking evaluates firms based on a variety of factors beyond just assets under management (AUM), emphasizing the comprehensive support that advisory firms provide to clients throughout their financial journeys.

This recognition underscores Thomas Doll’s commitment to delivering exceptional financial planning and wealth management services tailored to the needs of its clients. With over 60 years in business, Thomas Doll has built a strong reputation for helping individuals and families achieve their financial goals. The firm currently manages $2 billion in assets across 3,000 client accounts, showcasing its extensive experience and dedication to financial excellence.

“We are incredibly proud to be recognized among the top financial advisory firms in the country,” said John Clendening, Chief Executive Officer of Thomas Doll. “This acknowledgment by CNBC is a testament to our team’s unwavering commitment to guiding our clients through every stage of their financial lives with integrity, expertise, and personalized service.”

The CNBC FA 100 ranking, now in its sixth year, is designed to help investors find high-quality financial advisory firms that align with their financial needs. The methodology used to determine the rankings was developed in collaboration with AccuPoint Solutions. This analysis used an initial list of 40,896 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 903 RIAs meeting CNBC’s proprietary criteria. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms. Learn more about the methodology here.

“At Thomas Doll, we believe that financial planning is about more than just managing assets. It’s about understanding our clients’ unique needs and aspirations and providing them with the strategic guidance they need to achieve long-term financial success." added Bill Martin, Chief Wealth Officer.

‍About Earned Wealth
Earned Wealth is the first comprehensive, tech-enabled financial services firm exclusively for healthcare professionals and medical practices. By leveraging a doctor’s unique career trajectory, Earned provides personalized, data-driven financial recommendations designed to help clients earn more, invest smarter, and mitigate risk. In addition to wealth management, Earned offers tax planning, accounting, payroll, and retirement solutions for medical practices.

Media Contact:
Shay Wadsworth
Director of Marketing
Earned Wealth
marketing@earnedwealth.com