2023 RIA's Discrentionary & Non-Discretionary AUM

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25 randomly selected records displayed below (504 total), click here to search for a particular record.

Businesses Receiving This Recognition

F L Putnam Investment Management Co	Wellesley, MA
JW Coons Advisors, LLC	Columbus, OH
Abacus Planning Group	Columbia, SC
Arista Wealth Management	Brooklyn, NY
Linscomb & Williams	Houston, TX
AlphaCore Wealth Advisory	San Diego, CA
NorthCape Wealth Management	Williamsville, NY
Iron Capital Advisors	Atlanta, GA
Wealthquest	Cincinnati, OH
Sikich Financial	Springfield, IL
Retirement Investment Advisors	Oklahoma City, OK
Petersen Hastings Investment Management	Kennewick, WA
Hopwood Financial Services	Reston, VA
Meyer Capital Group	Evesham Township, NJ
Jentner Wealth Management	Akron, OH
Truepoint Wealth Counsel	Cincinnati, OH
Delegate Advisors	Chapel Hill, NC
Moisand Fitzgerald Tamayo LLC	Orlando, FL
Bridge Advisory	Pasadena, CA
The Cabana Group	Fayetteville, AR
NEIRG Wealth Management	North Andover, MA
Palisade Capital Management	Fort Lee, NJ
Red Door Wealth Management	Memphis, TN
Badgley Phelps Wealth Managers	Seattle, WA
REDW Wealth	Albuquerque, NM