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

38. Paragon Capital Management

CNBC.com staff@CNBC
WATCH LIVE

Paragon Capital Management, based in Denver, Colorado, is ranked No. 38 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.1B (AccuPoint Solutions)

Years in Business: 34 (AccuPoint Solutions)

Accounts Under Management: 773 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 57 in 2023)

Principals:

Brian Goodstadt, Managing Partner & Private Wealth Advisor

Shaun Williams, Partner & Private Wealth Advisor

Jay Ratterman, Partner & Private Wealth Advisor

Larry Orgill, Partner & Private Wealth Advisor

Contact:

paragoncapitalco.com

999 18th Street, Suite 1401, Denver, CO 80202

(303) 293-3680

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.