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

2. Parsons Capital Management

Parsons Capital, based in Providence, Rhode Island, is ranked No. 2 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.8B

Years in Business: 31

Accounts Under Management: 1,833

Previous appearances on FA 100 List: 5 (No. 6 in 2023)

Principals:

John Mullen, Managing Director, President & Chief Executive Officer

C. Bateman Parsons, Managing Director, Treasurer & Chief Financial Officer

John Trevor IV, Managing Director, Secretary & Chief Financial Officer

Contact:

parsonscapital.com

40 Westminster Street, Suite 400, Providence, RI 02903

(401) 521-2440

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