What the recognition is, how it’s built, and what it can’t tell you.
Deerfield has been named to the CNBC Financial Advisor 100 for 2026. We were ranked No. 54.
What the list is
The Financial Advisor 100 is CNBC’s annual list of top registered investment advisory (RIA) firms in the United States. For 2026, in its eighth year, 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 conducted an editorial review of the entries, and AccuPoint used proprietary weighted criteria to narrow the list and rank the firms.
Among other criteria, the weighting considered a firm’s regulatory and compliance record, years in business, number of employees, number of registered investment advisors, the ratio of advisors to total employees, total assets and accounts under management, the number of states where the firm is registered, and its country of domicile. The list was published October 8th, 2026.
What it tells you
Those factors point to a firm that has been around, has a clean regulatory record, and has the depth of team to serve clients well. For someone choosing an advisor, that is a reasonable place to start. Deerfield has been serving families since 1985, and today works with more than 225 of them across the country from Indianapolis and the Chicago suburbs.
What it can’t tell you
A ranking like this does not measure how an advisor listens, whether the advice fits your life, or whether you will be glad you made the call in ten years. It says nothing about investment performance, and it does not reflect any client’s experience.
Those are the questions we care about most. At Deerfield we start with a different one. Instead of asking how much your money can grow, we ask what you want your money to make possible. That question is what we call WealthWhile®, and everything we do flows from your answer.
Thank you
A list can count years, credentials, and assets. It cannot count the conversations behind them, and those belong to two groups of people.
To our clients: thank you for trusting us with something far more personal than a portfolio. You let us into the moments that shape a family’s story — the sale of a business, a career change, a retirement, the first honest talk about what you hope to leave behind. Many of you have stayed with us for decades, and some of you have introduced your children and parents. Your trust, and your candor, are what makes this work worth doing.
To our team: this recognition is yours. It reflects the advisors, planners, associates and operations colleagues who show up for our families day after day, who return the call, catch the detail, and treat each plan as personal. You are the reason clients stay, and the reason we are proud to work here.
We are honored to be included on this list, and more honored by the people who put us there.
Let your wealth create the worthwhile.
Important disclosure
The CNBC Financial Advisor 100 ranking was published on October 8, 2026. For 2026, CNBC and AccuPoint Solutions started with 41,578 RIAs from the SEC’s regulatory database, narrowed the list to 1,015 firms, and used proprietary weighted criteria to rank the firms, which include regulatory and compliance record, years in business, number of employees, number of registered investment advisors, ratio of advisors to employees, assets and accounts under management, number of states registered, and country of domicile. Deerfield did not pay a fee or other compensation to be considered for or included in this ranking. A ranking is not indicative of future performance, does not represent any client experience, and is not an endorsement of Deerfield by CNBC or by any past or current client. Methodology: https://www.cnbc.com/2026/10/08/best-financial-advisors.html. Deerfield Financial Advisors, Inc. is a registered investment advisor; registration does not imply a certain level of skill or training.
