The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

15. ZWJ Investment Counsel

CNBC.com staff@CNBC
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ZWJ Investment Counsel, based in Atlanta, Georgia, is ranked No. 15 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $4B

Years in Business: 42

Accounts Under Management: 2,000

Previous appearances on FA 100 List: 5 (No. 40 in 2023)

Principals:

Clay Jackson, Director

Charles Abney, Director

Casey Flanagan, Director

Contact:

zwjic.com

75 14th Street, Suite 2900, Atlanta, GA 30309

(404) 870-2171

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