ST. LOUIS, MO – Detalus Advisors is proud to announce it was awarded the No. 8 ranking on CNBC’s Financial Advisor 100 List for 2026. CNBC published the list on October 8, 2026.1
CNBC partnered with AccuPoint Solutions, a wealth management data and research firm, to create its eighth annual Financial Advisor 100 List. This independent ranking of registered investment advisor firms takes into consideration assets under management, firm size, years in business, regulatory and compliance factors, and number of advisors, among other factors.
The pool of firms began with 41,578 RIAs within the SEC’s regulatory database, then was narrowed to 1,015 firms using a blend of data analysis and editorial review. CNBC conducted a due diligence of the firms and provided AccuPoint with criteria to weigh the data, narrow down and rank the firms. Firms did not apply or pay to be considered for the list. Inclusion and ranking are based solely on the list’s methodology.
“Receiving this ranking reinforces our team’s experience, the services we provide, and our overall dedication to our clients,” said Clint Lewis, Managing Partner at Detalus Advisors. “From investment management to tax and estate planning to charitable giving, we will continue to focus on finding opportunities for our clients of all asset sizes.”
1 To view the complete Financial Advisor 100 List and corresponding methodology, visit https://www.cnbc.com/2026/10/08/best-financial-advisors.html.
About Detalus Advisors
Headquartered in St. Louis, MO and locally and independently owned, Detalus Advisors is a wealth management and financial planning firm with over $2.2 billion of assets under management as of December 31, 2025. Detalus Advisors began conducting business as an SEC Registered Investment Advisor nearly 25 years ago and is dedicated to providing steady financial guidance to individuals, families, and institutions who value community, legacy, and lasting relationships. Detalus Advisors acts as a fiduciary, legally and ethically bound to act in the best interest of clients. For additional information on Detalus Advisors, visit www.detalus.com or contact info@detalus.com.
1Detalus Advisors was ranked No. 8 on the CNBC Financial Advisor 100 list, published October 8, 2026, based on data as of December 31, 2025. The ranking was created by CNBC in partnership with data provider AccuPoint Solutions. Detalus Advisors did not pay a fee to be considered for or included in the ranking. After receiving the ranking, Detalus paid a licensing fee to use the CNBC FA 100 logo.
