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

66. Thompson, Siegel & Walmsley

CNBC.com staff@CNBC
WATCH LIVE

Thompson, Siegel & Walmsley, based in Richmond, Virginia, is ranked No. 66 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $19B (AccuPoint Solutions)

Years in Business: 54 (AccuPoint Solutions)

Accounts Under Management: 4,950 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 81 in 2023)

Principals:

Winborne Boyles, Chief Compliance Officer

Bryan Durand, Portfolio Manager & Research Analyst

Shelton Horsley, Senior Client Portfolio Manager

Joseph VanCaster, Chief Financial Officer

Contact:

tswinvest.com

6641 West Broad Street, Suite 600, Richmond, VA 23230

(804) 353-4500

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.