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

89. Tom Johnson Investment Management

CNBC.com staff@CNBC
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Tom Johnson Investment Management, based in Oklahoma City, Oklahoma, is ranked No. 89 on the 2024 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2022 FA 100 list.

Total AUM: $1.5B (AccuPoint Solutions)

Years in Business: 32 (AccuPoint Solutions)

Accounts Under Management: 5,627 (AccuPoint Solutions)

Previous appearances on FA 100 List: 4 (No. 30 in 2022)

Principals:

Richard Parry, President & Chief Investment Officer

Lori Calfy, Senior Vice President

Contact:

tjim.com

201 Robert S. Kerr, Suite 510, Oklahoma City, OK 73102

(405) 236-2111

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