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

23. Obermeyer Wood Investment Counsel

Obermeyer Wood Investment Counsel, based in Aspen, Colorado, is ranked No. 23 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2.5B

Years in Business: 25

Accounts Under Management: 635

Previous appearances on FA 100 List: 1 (No. 77 in 2023)

Principals:

Ali Phillips, President

Wally Obermeyer, Chairman

Dana Nightingale, Senior Vice President

Contact:

obermeyerwood.com

501 Rio Grande Place, Suite 107, Aspen, CO 81611

(970) 925-8747

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