We’re proud to announce that CCMI has been named among the nation’s top registered investment advisors (RIAs) by Worth magazine on its 2025 Worth Leading Advisors list — our second consecutive year receiving this distinction. According to the magazine’s website, “the Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors” to help clients make more informed wealth decisions. Worth’s methodology includes stringent benchmarks, such as:
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric
We appreciate this recognition, which demonstrates our ongoing commitment to helping clients navigate financial complexity, plan proactively, and reach their goals with objective, fee-only guidance. We thank our clients for their trust and Worth magazine for reinforcing our firm’s credibility and confidence with its readers.
To view the complete list and learn more about the recognition, please visit: https://worth.com/leading-advisors/top-registered-investment-advisor-firms/
CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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