USA Today Recognizes CPC as One of the Best

CPC Advisors has been listed as one of the Best FinancialAdvisory Firms of 2023, as developed for USA TODAY by the market research firm Statista. “If you need help deciding what to do with your money in a volatile stock market and uncertain economy, the choices can be bewildering,” the publication stated. From a list of 32,000 registered investment advisors (RIAs) in the country, CPC was selected as one of the top 500, or top 1.6%, of firms nationwide.

Selection was based on growth of the firm’s assets under management over the short and long term as well as recommendations from clients and peers.

Statista’s methodology may be found at www.statista.com/page/usa-today-best-financial-advisory-firms-2023

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USA TODAY 2023 Best Financial Advisory Firms. The selection of the firms and the definition of the evaluation criteria were based on independent journalistic criteria of USA TODAY and Statista. The ranking of the best-registered investment advisory firms is based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management. Recommendations were collected via an independent survey sent to over 20,000 individuals. The development of AUM was analyzed both, short and long-term based on publicly available data. For the short-term view, the growth of AUM over a twelve-month period was calculated, from January 2022 to January 2023. For the long-term view, the growth of AUM over a five-year period was calculated, from 2018-2023. Recommendations had a weight of 20% while development of AUM had a weight of 80% (short-term and long-term growth were equally weighted) to derive the final score. The 500 RIA firms with the highest score were awarded as USA TODAY’s Best Financial Advisory Firms. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

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