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

35. Scharf Investments

Scharf Investments, based in Los Gatos, CA, is ranked No. 35 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $4.3B

Years in Business: 40

Accounts Under Management: 6,381

Previous appearances on FA 100 List: 0

Principals:

Brian Krawez, President & Lead Portfolio Manager

Eric Lynch, Managing Director

Contact:

scharfinvestments.com

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

(831) 429-5216

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