Housing: Top 10 financial advisers of 1H

Complimentary Access Pill
Enjoy complimentary access to top ideas and insights — selected by our editors.

The top 10 financial advisors for housing deals accounted for $12.595 billion in the first half of 2024.

Caine Mitter & Associated ranked No. 1 with $5.1 billion, followed by CSG Advisors with $3.3 billion and CFX Inc. with $1.9 billion.

Source: LSEG

Rank Financial advisors Par amount (USD millions)
1 Caine Mitter & Associates $5,107.1
2 CSG Advisors $3,296.5
3 CFX Inc $1,944.4
4 Stifel Nicolaus $500.0
5 PFM Financial Advisors $482.6
6 Government Consultants $328.7
7 Granite Municipal Advisors $278.8
8 Masterson Advisors $243.1
9 Piper Sandler $207.3
10 RBC Capital Markets $206.0
Bond Buyer_Housing Top 10 financial advisers of 1H_10.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_9.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_8.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_7.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_6.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_5.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_4.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_3.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_2.jpg
Bond Buyer_Housing Top 10 financial advisers of 1H_.jpg
MORE FROM BOND BUYER