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

DUBLIN, OH, UNITED STATES, October 22, 2026 /CourierPR/ -- PDS Planning, a Dublin, Ohio-based financial advisory firm, has been named to CNBC’s 2026 Financial Advisor 100, debuting at No. 66 on the annual ranking of leading advisory firms nationwide. This recognition comes as the firm celebrates 41 years in business, managing $2.2 billion in assets under management and serving 614 accounts. Founded in 1985, PDS Planning has established itself as a comprehensive financial planning and investment management firm.

Menges highlighted that CNBC’s Financial Advisor 100 ranking considers more than just the size of a firm, taking into account its history, compliance record, team, and reach. PDS Planning’s approach to financial planning and investment management is centered on understanding how different pieces of clients’ financial lives work together.

The CNBC Financial Advisor 100 ranking was created and tabulated in partnership with data provider AccuPoint Solutions. Factors considered 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. PDS Planning did not pay to be considered for or included in the ranking, and CNBC stated that placement on the list does not constitute an endorsement of an individual firm or advisor.

PDS Planning’s journey to this recognition reflects its commitment to maintaining a strong foundation and continuously improving its services. As the firm continues to grow and serve its clients, it remains focused on providing comprehensive financial planning and investment management solutions. The firm’s leadership team includes Jamie Menges, CFP®, CPA, Jimmy Rogers, CFP®, Rita Itsell, and Kurt Brown, CFA®, CFP®. Each member brings a wealth of experience and expertise to the firm, contributing to its success and the trust it has earned over the years.

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. This approach ensures transparency and fairness in the services provided, aligning with the firm’s commitment to client satisfaction and trust.

The CNBC Financial Advisor 100 ranking is a testament to PDS Planning’s dedication to excellence and its ability to navigate the complexities of the financial advisory industry. As the firm looks to the future, it remains committed to its core values and the long-term success of its clients.