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

70. Confluence Investment Management

CNBC.com staff@CNBC
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Confluence Investment Management, based in St. Louis, Missouri, is ranked No. 70 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $7.2B (AccuPoint Solutions)

Years in Business: 16 (AccuPoint Solutions)

Accounts Under Management: 17,208 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 97 in 2023)

Principals:

Mark Keller, Chief Executive Officer & Chief Investment Officer

Brian Hansen, President & Chief Operating Officer

Contact:

confluenceinvestment.com

20 Allen Avenue, Suite 300, St. Louis, MO 63119

(314) 743-5090

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