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

97. YCG Investments

YCG Investments, based in Austin, Texas, is ranked No. 97 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.6B

Years in Business: 17

Accounts Under Management: 250

Previous appearances on FA 100 List: 1 (No. 34 in 2023)

Principals:

Brian Yacktman, Founder & President

Will Kruger, Chief Executive Officer

Contact:

ycginvestments.com

3207 Ranch Road 620 South, Suite 200, Austin, TX 78738

(512) 955-5074

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