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

80. Thomas Doll

CNBC.com staff@CNBC
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Thomas Doll, based in Walnut Creek, California, is ranked No. 80 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $2B

Years in Business: 60

Accounts Under Management: 3,000

Previous appearances on FA 100 List: 0

Principals: 

John Clendening, Chief Executive Officer

Bill Martin, Chief Wealth Officer

Contact:

thomasdoll.com

165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

(877) 939-2500

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