CNBC named YCG among its top 100 financial advisors.
We’ve earned this recognition for the third time in four years, and here’s why we see it as validation of our approach.
I’m proud to share that YCG Wealth Management has been named to CNBC’s 2026 Financial Advisor 100 list, the third time in four years we’ve earned a spot on it. We were also recognized in 2023 and 2024.
A single year’s ranking can shift for all kinds of reasons. What stands out to us about being named to this list three times in four years is the consistency it reflects: the same attention, care and partnership we bring to every client, year after year.
About the CNBC Financial Advisor 100
CNBC’s Financial Advisor 100, now in its seventh year, is one of the most closely watched rankings in the industry, spotlighting the financial advisory firms that stand out nationally. CNBC builds the list through a rigorous combination of data analysis and editorial review, evaluating firms on assets under management, firm size and longevity, the number of certified financial planners on staff, and regulatory record.
Validation of our approach
More than anything, we see this recognition as validation of the way we operate as a firm: independent research, careful planning, and a genuine commitment to every client relationship. It’s one thing to talk about those values. Being named to this list three times in four years reflects what happens when our team puts them into practice, year after year.
What this means to us
Recognition like this means the most to us when we think about what sits behind it. We’ve never set out to chase one strong year. We set out to be the long-term partner our clients need to thrive. Being named to this list three times in four years tells us that approach is working, and it’s a reminder to keep showing up for our clients the same way, year after year.
Disclosure
CNBC 2026 FA 100: This rating, published on October 8, 2026, is based upon a questionnaire completed by YCG Wealth Management ("YCG") and other participating advisers. YCG did not pay a fee to be included in any such ranking. However, after receiving the designation (and not as a condition to receiving it), YCG paid a fee in exchange for logo licensing, plaques, or other means to commemorate the designation. The rating may not be representative of any one client’s experience, does not evaluate the quality of services provided to clients and is not indicative of future performance. CNBC is not affiliated with YCG. The Financial Advisor 100 is based on core data points gathered from the data provider, AccuPoint Solutions. AccuPoint then applied the following weighted categories to further refine and rank the firms: disclosures, years in existence, number of employees, number of investment advisors registered with the firm, number of Certified Financial Planners, ratio of investment advisors to total number of employees, AUM, percentage of discretionary AUM, total accounts, number of states where the RIA is registered and country of domicile.
For more details on the methodology used by CNBC visit: https://www.cnbc.com/2026/10/08/best-financial-advisors.html