The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

42. Boyd Watterson Asset Management

CNBC.com staff@CNBC
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Boyd Watterson Asset Management, based in Cleveland, Ohio, is ranked No. 42 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $17.8B (AccuPoint Solutions)

Years in Business: 24 (AccuPoint Solutions)

Accounts Under Management: 1,126 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Brian Gevry, Chief Executive Officer & Co-Chief Investment Officer

Timothy Hyland, President & National Director of Sales and Marketing

Brian Convery, Executive Vice President & Co-Chief Investment Officer

Contact:

boydwatterson.com

1301 East 9th Street, Suite 2900, Cleveland, Ohio 44114

(216) 771-3450

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