18. Advisors Cumberland
Cumberland Advisors, a financial advisory firm located in Sarasota, Florida, has been ranked No. 18 on the 2024 CNBC Financial Advisor 100 list. This marks the company's first time appearing on the prestigious list.
Total AUM: $3.4B (AccuPoint Solutions)
Years in Business: 50 (AccuPoint Solutions)
Accounts Under Management: 2,608 (AccuPoint Solutions)
Previous appearances on FA 100 List: 0
Principals:
David Kotok, Co-founder & Chief Investment Officer
John Mosseau, Chief Executive Officer & Director of Fixed Income
Matthew McAleer, President & Director of Private Wealth
Contact:
2 North Tamiami Trail, Suite 303, Sarasota, FL 34236
(800) 257-7013
Investing
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