PDS Planning debuts at No. 66 on CNBC’s 2026 Financial Advisor 100

PDS Planning, a Dublin, Ohio-based advisory firm, has been named to CNBC’s 2026 Financial Advisor 100 list and placed No. 66. The ranking highlights firms nationwide using data and editorial review, including compliance history, business tenure, and assets under management.

Why it matters: - PDS Planning’s debut on CNBC’s 2026 Financial Advisor 100 puts the Dublin, Ohio firm among the top advisory firms in the country. - The ranking can signal credibility with prospective clients because CNBC evaluates firms on business fundamentals, compliance history and scale, not on paid placement.

What happened: - PDS Planning was named to CNBC’s 2026 Financial Advisor 100 and ranked No. 66. - CNBC published the list on October 8, 2026. - The firm is based in Dublin, Ohio.

The details: - CNBC’s ranking combines data analysis and editorial review. - The methodology considers regulatory and compliance history, years in business, number of employees and investment advisers, assets and accounts under management, and the number of states in which a firm is registered. - Firms do not pay for placement. - PDS Planning was listed with 41 years in business, $2.2 billion in assets under management and 614 accounts. - PDS Planning was founded in 1985. - The firm is an SEC-registered investment adviser. - PDS Planning provides comprehensive financial planning and investment management. - The firm uses a flat-dollar fee structure rather than charging clients based on a percentage of assets. - PDS Planning’s approach is team-based and focuses on helping individuals and families understand how their financial pieces fit together. - The firm’s services are designed to help clients make informed decisions and plan confidently for the future. - CNBC states that placement on the list does not constitute an endorsement of any individual firm or advisor. - PDS Planning did not pay CNBC or AccuPoint Solutions to be considered for or included in the ranking. - PDS Planning paid a licensing fee for the right to use the CNBC Financial Advisor 100 name and/or logo in marketing materials.

Between the lines: - The recognition reflects the firm’s longevity as much as its current size. - Jamie Menges, CFP®, CPA, president and shareholder of PDS Planning, said the ranking matters because CNBC looks beyond assets and considers history, compliance, team and geographic reach. - Menges also said the firm views the recognition as evidence of work built over four decades and a responsibility to keep improving for clients and the next generation of PDS.

What's next: - PDS Planning says it will continue building on its long-term client relationships and comprehensive planning model. - The firm is directing readers to CNBC’s 2026 Financial Advisor 100 and its own site for more information. - More information is available at PDSPlanning.com.

The bottom line: - PDS Planning’s first appearance on CNBC’s annual list underscores its longevity, scale and compliance profile in a highly competitive advisory market.