Dublin-based financial planning firm debuts at No. 66 on CNBC’s annual national ranking
DUBLIN, Ohio, Oct. 16, 2026 — PDS Planning has been named to the 2026 CNBC Financial Advisor 100 list, debuting at No. 66 on the annual ranking of financial advisory firms across the country.
CNBC’s Financial Advisor 100 combines data analysis and editorial review to evaluate firms. Factors include 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 was listed with 41 years in business, $2.2 billion in assets under management, and 614 accounts.
“Forty-one years is a long time to keep showing up for clients, but longevity only matters if you continue to earn their trust,” said Jamie Menges, CFP®, CPA, President and Shareholder of PDS Planning. “We’re proud to be recognized alongside firms from across the country. What makes this especially meaningful to us is that CNBC looks at more than size. Its methodology considers a firm’s history, compliance record, team, and reach. Those are all things we have worked to build thoughtfully over time.”
Founded in 1985, PDS Planning has grown while maintaining a focus on comprehensive financial planning and long-term client relationships. The firm’s approach brings financial planning and investment management together, with an emphasis on helping clients understand how the different pieces of their financial lives work together. PDS uses a flat-dollar fee structure rather than charging clients based on a percentage of their assets.
“For us, this recognition is less about a number on a list and more about what has been built over four decades,” Menges added. “We inherited a strong foundation, and our responsibility is to keep improving it for our clients and for the next generation of PDS.”
CNBC published the 2026 Financial Advisor 100 on October 8, 2026. Firms do not pay to be considered or included, and CNBC states that placement on the list does not constitute an endorsement of an individual firm or advisor.
View CNBC’s 2026 Financial Advisor 100
About PDS Planning
Founded in 1985 and headquartered in Dublin, Ohio, PDS Planning is an SEC-registered investment adviser providing comprehensive financial planning and investment management. PDS takes a team-based approach to helping individuals and families understand their financial picture, make informed decisions, and plan confidently for what comes next. The firm uses a transparent, flat-dollar fee structure based on the financial planning work required rather than a percentage of a client’s assets.
For more information, visit PDSPlanning.com.
Disclosure
CNBC Financial Advisor 100: The 2026 CNBC Financial Advisor 100 ranking was published on October 8, 2026. The ranking was created and tabulated by CNBC in partnership with data provider AccuPoint Solutions using CNBC’s proprietary methodology. The 2026 ranking considered information during the applicable ranking period, including regulatory and compliance history, years in business, employees and registered investment advisers, assets and accounts under management, and geographic registration, among other factors. PDS Planning was ranked No. 66 of the 100 firms included.
PDS Planning did not pay compensation to 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. The ranking does not constitute an endorsement of PDS Planning by CNBC, is not an evaluation of investment performance or the quality of advice provided, is not representative of any one client’s experience, and is not indicative of future results.
IMPORTANT DISCLOSURE INFORMATION: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by PDS Planning, Inc. [“PDS”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from PDS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PDS is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the PDS’ current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.pdsplanning.com. Please Note: PDS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PDS’ web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a PDS client, please contact PDS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
