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

36. Ami Asset Management

CNBC.com staff@CNBC
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Ami Asset Management, based in Los Angeles, California, is ranked No. 36 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.6B (AccuPoint Solutions)

Years in Business: 29 (AccuPoint Solutions)

Accounts Under Management: 1,256 (AccuPoint Solutions)

Previous appearances on FA 100 List: 2 (No. 42 in 2023)

Principals:

Matthew Humiston, President

William Tanner, Co-founder, Chairman & Co-Equity Portfolio Manager

Contact:

amiassetmanagement.com

10866 Wilshire Boulevard, Suite 770, Los Angeles, CA 90024

(424) 320-4000

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