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

18. Cumberland Advisors

CNBC.com staff@CNBC
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Cumberland Advisors, based in Sarasota, Florida, is ranked No. 18 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $3.4B (AccuPoint Solutions)

Years in Business: 50 (AccuPoint Solutions)

Accounts Under Management: 2,608 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

David Kotok, Co-founder & Chief Investment Officer

John Mosseau, Chief Executive Officer & Director of Fixed Income

Matthew McAleer, President & Director of Private Wealth

Contact:

cumber.com

2 North Tamiami Trail, Suite 303, Sarasota, FL 34236

(800) 257-7013

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