Listing includes 81 firms and is based on the National Association of Board Certified Advisory Practices proprietary methodology using surveys. NABCAP's methodology is centered on investors' financial needs and an advisory practice's probability to service those needs; uses a multi-step verification process that objectively accounts for the accuracy and consistency of advisory practices; and is the first of its kind to verify and corroborate a substantial amount of the information provided by participating advisory practices. The questionnaire assesses 20 categories of practice management and provides constructive feedback to all participants to potentially improve their practice. All participants are reviewed on an annual basis to maintain the highest quality data. All information gathered (excluding published data) is kept complete, confidential and not distributed.
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