SB Capital Management earned a place on CNBC’s recently released list of the Top 100 Fee-Only Wealth Management Firms in America. At No. 64, SB Capital Management is the only firm in Los Angeles to appear on the list.
Firms included on CNBC’s inaugural list were evaluated according to a rigorous ranking system, which examined criteria such as assets under management, growth of assets, average account size, years in business and number of staff with professional designations. They were also required to have spotless records with state and federal regulators.