Obermeyer Wood Recognized by CNBC, Phillips Featuered on CNBC’s “Closing Bell”

For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the U.S. for 2024. This recognition highlights CNBC’s in-depth evaluation, which goes beyond assets under management to assess factors like regulatory history, areas of specialization, and employee expertise. CNBC particularly values firms that help clients navigate complex financial decisions beyond their investment portfolios.

“Our clients rely on us for more than just portfolio management—they look to us for holistic financial guidance,” said Ali Phillips, President and Partner at Obermeyer Wood. “We are proud to stand by them as trusted partners through all of life’s important decisions. We think awards such as this highlight this type of approach, and we are proud to work with so many wonderful, long-time clients.”

Phillips was also a featured guest on the October 9 episode of CNBC’s Closing Bell, where she gave our firm’s latest outlook on opportunities in the equities market. In particular, she gave host Scott Wapner insight into the way we view the A.I. investing landscape and how opportunities in more traditional companies are arising as they are benefitting from efficiency gains and expanded service offerings resulting from the new technologies they are employing.

We extend our heartfelt thanks to our clients, whose trust allows us to earn these accolades. Please visit our website for more information and important disclosures about third-party rankings and their methodologies.