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

37. Professional Advisory Services

CNBC.com staff@CNBC
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Professional Advisory Services, based in Vero Beach, Florida, is ranked No. 37 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.2B

Years in Business: 47

Accounts Under Management: 1,243

Previous appearances on FA 100 List: 2 (No. 56 in 2023)

Principals:

Carol Bieber, Vice President, Managing Partner, Director, Chief Compliance Officer & Portfolio Manager

David Jaffe, President, Director & Portfolio Manager

Contact:

pa-services.com

2770 Indian River Boulevard, Suite 204, Vero Beach, FL 32960

(772) 778-0552

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