Partner with Experienced Financial Advisors

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP ("Palisade") is engaged, or continues to be engaged, to provide investment advisory services. Data provider AccuPoint Solutions applied CNBC's proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. For more information, please click here to learn how the CNBC FA 100 rankings are determined. Click here for a full discussion of CNBC's methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional considers factors including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Rankings published by Five Star Professional base the selections partially on information prepared and/or submitted by the recognized adviser. Click here for a full discussion of Five Star Professional's methodology. Five Star Professional does not charge any type of fee to advisers to be listed in the annual ranking.