FOR IMMEDIATE RELEASE
Moisand Fitzgerald Tamayo, LLC named to list of top 100 financial advisors in America by CNBC
Orlando, October 1, 2025 – CNBC has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2025 Financial Advisor 100 list of the top 100 financial advisors in America. MFT serves financial planning and wealth management clients as a Registered Investment Advisor (RIA), works only for clients directly, never sells products and is 100% locally owned and independent. The firm is highly respected and is no stranger to top firm lists, having been so recognized at various times by Forbes, USA Today, Financial Advisor, the Financial Times, Advisor HQ, and RIA Biz. MFT has also been named one of the 75 Best Places to Work for Financial Advisors by Investment News five times since 2019. These and other accolades make MFT one of the most decorated truly independent firms in the U.S.
According to CNBC:
“We created CNBC’s Financial Advisor 100 in 2019 to recognize the country’s best financial advisors and top financial advisory firms. CNBC accepts no payment for placement.
Our team uses data analysis, with data partner AccuPoint Solutions, and editorial review to compile CNBC’s Financial Advisor 100 list. For 2025, the process began with 40,563 registered investment advisor firms, or RIAs, and that list was reduced to 1,015 that met CNBC’s requirements. CNBC surveyed the finalists for more details about their practice and verified responses against publicly available resources. Then AccuPoint used CNBC’s weighted criteria to rank the firms…You can learn more by reading our full methodology for determining the best financial advisors.”
Moisand Fitzgerald Tamayo, LLC serves as financial advisors in Orlando, Melbourne, Tampa, Jacksonville, Daytona Beach, Lake Mary, Lakeland, Ft. Pierce, West Palm Beach, Boca Raton, Ft. Lauderdale and Dallas.