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

31. Trumbower Financial Advisors

CNBC.com staff@CNBC
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Trumbower Financial Advisors, based in Bethesda, Maryland, is ranked No. 31 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.7B

Years in Business: 28

Accounts Under Management: 266

Previous appearances on FA 100 List: 2 (No. 49 in 2023)

Principals:

Victoria Trumbower, Managing Member

Chirstina Bresnan, Manager of Investment Advisory Services

Contact:

trufinancial.com

3 Bethesda Metro Center, Suite 340, Bethesda, MD 20814

(301) 215-8340

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