2023 RIA's Discrentionary & Non-Discretionary AUM

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American Registry

An independent company, not affiliated with or endorsed by "Financial Advisor" or its publisher.

Recognized By: Financial Advisor
Publication Date: July 2023
Number of Honorees: 504

Businesses Receiving This Recognition

Charleston Financial Advisors Charleston, SC
Spectrum Investment Advisors, Inc Mequon, WI
Granite Financial Group Inc Brookfield, WI
Frazier Financial Advisors Columbus, OH
TABR Capital Management Orange, CA
Klaas Financial Loves Park, IL
Byrne Asset Management Kingston, NJ
Diesslin Group, Inc Fort Worth, TX
Professional Financial Strategies Pittsford, NY
High Net Worth Advisory Group Naples, FL
Center For Asset Management Palm Beach Gardens, FL
AlbanyAdvisor Group Albany, NY
Integras Partners alpharatta, GA
McIlrath and Eck Arlington, MA
Longview Financial Advisors, Inc Huntsville, AL
Summit Wealth Partners, LLC Orlando, FL
Abacus Wealth Partners Santa Monica, CA
Greystone Financial Group, LLC Troy, MI
RHS Financial San Francisco , CA
GenTrust, LLC Miami, FL
Beacon Financial Advisors Rye Brook, NY
Elwood & Goetz Wealth Advisory Group Athens, GA
WestView Investment Advisors Burlington, VT
Bragg Financial Advisors Inc Charlotte, NC
Purtill Financial LLC Highland Heights, OH

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Recent Honors

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Product Innovation Awards 2011