Lexington, MA – October 8, 2026 – Wingate Wealth Advisors, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2026.
This marks the fifth consecutive year that Wingate Wealth Advisors has made the Financial Advisor 100 which, according to CNBC, “recognizes those advisory firms that help clients successfully navigate their financial lives.” CNBC prepared the ranking methodology in partnership with data provider AccuPoint Solutions, analyzing information on more than 40,000 registered investment advisors in the United States.
A variety of data points were used to evaluate firms, including years in business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total accounts and assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered, country of domicile, and an advisory firm’s regulatory/compliance record. There was no direct or indirect compensation exchanged in connection with obtaining the ranking. However, Wingate did pay a fee to CNBC for the licensing rights to use the CNBC FA 100 logo.
Wingate Partner Gary Pomerantz said, “Celebrating Wingate’s 40th anniversary while earning the #5 spot on CNBC’s Financial Advisor 100 list nationwide makes this an especially meaningful year for our firm. These are two milestones we’re incredibly proud of, and we’re grateful to our clients for their continued trust and to our talented team for the dedication that makes achievements like these possible.”
Chief Operating Officer Rich Byron added, “Reaching our 40th anniversary while earning a place on CNBC’s Financial Advisor 100 for five consecutive years speaks to the strong foundation Wingate has built. At the same time, we continue to evolve, investing in our people and capabilities to meet the changing needs of our clients and their families. We’re proud of how far we’ve come and excited about what’s ahead.”
About Wingate Wealth Advisors
Founded in 1986, Wingate Wealth Advisors is an independent, fee-only wealth management and financial planning firm serving individuals and families. For 40 years, Wingate has provided objective, individualized financial guidance designed around each client’s unique circumstances, priorities, and goals.
Our integrated approach begins with comprehensive financial planning and brings together investment management and ongoing advice to help clients make informed financial decisions throughout their lives.
For more information on our firm and services, please visit www.wingatewealthadvisors.com
Contact: Rich Byron, Chief Operating Officer, rich.byron@wingatewealthadvisors.com