Oarsman Capital Named to the 2026 CNBC Financial Advisor 100

We are honored to announce that Oarsman Capital, Inc. (“Oarsman”) has been named to the 2026 CNBC Financial Advisor 100, CNBC’s annual ranking of the top registered investment advisory firms in the country. Oarsman is one of four Wisconsin firms and the only Milwaukee-based firm recognized this year.

“We are honored to be recognized by CNBC. Our work has always started with listening to or clients and understanding what matters most to them. This recognition belongs to our entire team, and we will keep working every day to earn the trust our clients place in us,” said Bob Phelps, CFA, President of Oarsman.

CNBC, in partnership with data provider AccuPoint Solutions, began their methodology with the 41,578 registered investment advisory firms (“RIAs”) at either the state or federal level. That group was narrowed to 1,015 RIAs that met CNBC’s baseline requirements, which were then evaluated and ranked using weighted criteria including:

• Assets Under Management: Total client assets managed by the firm.
• Years in Business: The firm’s track record and longevity in the industry.
• Advisor Credentials: The number of CERTIFIED FINANCIAL PLANNER™ professionals, investment advisor representatives, and other professional designations at the firm.
• Client Accounts: The total number of accounts under management.
• Regulatory Record: The compliance and disciplinary history of the firm and its advisors.

 

CNBC receives no compensation for reviewing and placing firms on the list.

For the complete 2026 CNBC Financial Advisor 100, visit https://www.cnbc.com/2026/10/08/best-financial-advisors.html.

 

ABOUT OARSMAN CAPITAL, INC.

Oarsman Capital, Inc. is a Milwaukee-based, independent, fee-only firm with over $1 billion in assets under management, now in our 26th year serving clients. As an investment advisor, Oarsman offers investment management and financial planning to high-net-worth individuals, families, and institutions. Through LRC Aviation Advisors, a division of Oarsman Capital, we also provide specialized financial planning to airline pilots nationwide.

IMPORTANT DISCLOSURE

CNBC Financial Advisor 100 2026: This ranking was published on October 8, 2026. CNBC partnered with AccuPoint Solutions to analyze 41,578 registered investment advisory firms and narrowed the field to 1,015 firms meeting CNBC’s baseline requirements. Firms were evaluated on a proprietary and weighted criteria including assets under management, years in business, advisor credentials, client accounts and regulatory record. Oarsman Capital did not pay a fee for participation in the ranking; however, Oarsman has paid a fee to CNBC to use the related logo and other items from CNBC and AccuPoint.

Oarsman Capital, Inc. is a registered investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Awards, rankings, ratings and/or recognition are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance. The award listed does not require membership or payment for consideration. By virtue of disclosing an award ranking, Oarsman is disclosing favorable ratings (to the extent that Oarsman is ranked above other advisors) and unfavorable ratings (to the extent that Oarsman is ranked below other advisors). The awards and rankings are independently granted. Oarsman is not affiliated with the awarding rating services and/or publications listed and had no advance knowledge of the process.