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

17. Edgemoor Investment Advisors

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Edgemoor Investment Advisors, based in Bethesda, Maryland, is ranked No. 17 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.4 billion
Accounts Under Management: 783
Years in Business: 26

  • Accepts clients in all 50 states
  • Physical offices in Maryland
  • $1 million minimum asset threshold

Leadership and Contact Information:
Paul Meehan, president
Tim Coughlin, managing director
Gay Truscott, director

edgemoorinv.com
7250 Woodmont Ave., Suite 315, Bethesda, MD 20814
(301) 543-8881

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