The CNBC FA 100 celebrated the advisory firms that topped the list in 2023 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2023 FA 100

65. Marble Harbor Investment Counsel

Marble Harbor Investment Counsel, based in Boston, MA, is ranked No. 65 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1B (AccuPoint Solutions)

Years in Business: 17 (AccuPoint Solutions)

Accounts Under Management: 506 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principal:

Paul Davis, Founder, Managing Member & Chief Investment Officer

Contact:

marbleharboric.com

101 Federal Street, Suite 2920, Boston, MA 02110

(617) 956-6710

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