FOR IMMEDIATE RELEASE
Orlando, October 8, 2026 – CNBC has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2026 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 six times since 2019 and twice by Financial Planning magazine. These and other accolades make MFT one of the most decorated truly independent firms in the U.S.
According to CNBC:
“But the best advisors do more than manage your portfolio. They can help craft a roadmap to meet competing goals such as saving for retirement, reducing your taxes, protecting your family, building a legacy and more. CNBC’s Financial Advisor 100 list ranks the country’s best financial advisors and top financial advisory firms…
CNBC’s Financial Advisor 100 list is determined through a blend of data analysis and editorial review. Firms do not apply or pay to be considered, and inclusion and ranking are based solely on the list’s methodology. The list takes months to compile, with multiple steps and checks designed to ensure rigor and consistency…
CNBC used data analysis and editorial review to compile its eighth annual Financial Advisor 100 list. For 2026, CNBC and data partner AccuPoint Solutions started with 41,578 RIAs from the SEC’s regulatory database. That list was culled to 1,015 firms, and finalists completed surveys to confirm key details. CNBC made an editorial review of entries, and AccuPoint used our proprietary weighted criteria to narrow down the list and rank the firms.“
More details on CNBC’s methodology
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, and Ft. Lauderdale.
Limitations of awards & recognitions: Moisand Fitzgerald Tamayo, LLC does not participate in any program requiring a fee to participate or receive an award. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Moisand Fitzgerald Tamayo, LLC is engaged to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by participating advisers. No ranking or recognition should be construed as a current or past endorsement of Moisand Fitzgerald Tamayo, LLC by any of its clients. ANY QUESTIONS: Moisand Fitzgerald Tamayo, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. (Additional important disclosures)