1919 Investment Counsel Achieves Prestigious Status on CNBC's Financial Advisor 100 List

1919 Investment Counsel's Recognition on CNBC's Financial Advisor 100 List



On October 8, 2026, 1919 Investment Counsel, LLC, proudly announced its inclusion on CNBC's renowned Financial Advisor 100 list. This prestigious acknowledgment highlights the firm’s commitment to excellence in the financial advisory sector. As a subsidiary of Stifel Financial Corp., 1919 has established a solid reputation as a trusted investment advisor over the last century.

The CNBC Financial Advisor 100 list is compiled annually, spotlighting the leading independent Registered Investment Advisors (RIAs) across the nation. The 2026 rankings were developed in conjunction with AccuPoint Solutions, which assessed various proprietary factors to gauge each firm's performance. Criteria included compliance records, years of service, total accounts managed, and assets under management. Notably, there was no fee associated with participation in the ranking, underscoring the list's integrity and credibility.

Ron Bates, Managing Director and Portfolio Manager at 1919, expressed the firm’s gratitude for the recognition, stating, "We are honored to be recognized by CNBC among the nation's leading independent advisory firms. Our role is to help clients navigate important financial decisions, including wealth preservation, retirement planning, intergenerational asset transfer, and philanthropic endeavors. This accolade reflects the dedication of our entire team and the trust clients place in us on a daily basis."

At its core, 1919 Investment Counsel has committed more than 100 years to aiding individuals, families, and organizations in achieving their financial aspirations. The firm, headquartered in Baltimore, operates multiple offices nationwide—including Birmingham, Cincinnati, New York, Philadelphia, San Francisco, and Vero Beach—offering tailored investment solutions and insight driven by years of expertise.

As the financial landscape evolves, so does 1919’s investment approach. The firm takes pride in fostering long-term relationships with its clients and utilizing a wealth management strategy designed to be flexible and responsive to market changes. This philosophy aligns with their goal of delivering personalized service and enhanced client engagement.

In recent years, 1919 has seamlessly adapted to the ongoing shifts in the investment environment while maintaining a steadfast focus on delivering value. Their commitment to compliance and ethical practice remains a cornerstone of their operations, ensuring that clients receive both superior advice and assurance that their interests are prioritized.

As industry dynamics continue to evolve, 1919 is dedicated to providing the support its clients require to navigate complex financial waters. Clients can learn more about 1919's approach to wealth management and understand how they can benefit from the firm’s services by visiting 1919ic.com.

About 1919 Investment Counsel


Founded over a century ago, 1919 Investment Counsel has been a registered investment advisor dedicated to helping clients meet their financial goals. With its headquarters in Baltimore and a network of offices throughout the United States, the firm offers a broad array of investment counseling and wealth management services designed for individuals, families, foundations, and endowments. To explore more about 1919's offerings, please visit their website.

About Stifel Financial Corp.


Stifel Financial Corp., publicly traded on the NYSE as SF, is a comprehensive financial services holding company based in St. Louis, Missouri. It provides a wide range of services through its subsidiaries, including securities brokerage, investment banking, and trust services. With a strong presence in Canada, the UK, and Europe, Stifel is committed to delivering value to its clients, whether individual investors or institutions.

For additional information regarding the ranking methodology or to review disclosures, please visit 1919’s Forms & Disclosures webpage.

The recognition attained by 1919 Investment Counsel is not only a testament to their exceptional service but also signifies their enduring legacy in the financial advisory realm. As they look to the future, 1919 remains poised to support clients in their financial journeys with unparalleled expertise and dedication.

Topics Financial Services & Investing)

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