C.H. Dean Chosen in CNBC’s Top 100 Fee-Only Wealth Managers

June 24, 2015

2015 CNBC Top 100 Wealth Managers

Dean Investments has been chosen again by CNBC as one of 2015’s Top 100 Fee-Only Wealth Managers in the country. Rankings were based on management, average account size, client segmentation and growth of assets.

Scores for each measure listed below were weighted according to a proprietary formula to arrive at a final total rank:

  • Assets under management.
  • Having staff with professional designations, such as a CFP or CFA.
  • Working with third-party professionals, such as attorneys or CPAs.
  • Average account size.
  • Growth of assets.
  • Years in business.
  • Number of advisory clients.
  • Providing advice on insurance solutions.

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