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Awards

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CNBC Top 100 Financial Advisors<br />2026

Date rating given: October 8, 2026

The CNBC rankings are based on data culled from 41,578 advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were advisory firm’s regulatory/compliance record, years in business, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management, number of states where the RIA is registered, and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

AdvizorPro
Top 100 Independent RIAs 2025
#39

Date rating given: January 6, 2026

AdvizorPro sources its data directly from the Form ADV. The rankings equally account for AUM and count of individual clients. Factors included in the rankings were: firm is an independent RIA, no employees who are registered representatives of a broker-dealer, no more than 50% of AUM to pooled investment vehicles, no more than 25% of AUM to pension and profit-sharing plans, manages assets for individual clients, no more than 25% of AUM to corporations or other businesses, provides financial planning services, more than 500 financial planning clients.

Top Financial Advisors in California 2026<br/>Mark Hebner

Date rating given: March 24, 2026

Mark Hebner was recognized by Barron’s as one of the Top Financial Advisors for 2026. The date of this recognition is March 23, 2026. The rankings are based on data provided by around 7,000 of the nation's most productive advisors. The ranking criteria include a combination of both quantitative and qualitative factors: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.

All rankings are not representative of client experience and not representative of future performance. IFA does not pay third parties for award or ranking considerations; however, we have paid a licensing fee after receiving the award for the use of this trademark/award on our website. The ranking methodology may include subjective elements and is not established by any independent or regulatory authority.

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Important disclosures

The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.

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