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

Total Wealth Planning, LLC	Cincinnati, OH
RKL Wealth Management	Lancaster, PA
Annex Wealth Management	Elm Grove, WI
MJP Wealth Advisors	Farmington, CT
Condor Capital Wealth Management	Martinsville, NJ
Falcon Wealth Planning	Ontario, CA
Patriot Investment Management Group, Inc	Knoxville, TN
Vance Wealth	Santa Clarita, CA
Apriem Advisors	Irvine, CA
Permanens Capital Partners	Charleston, SC
Wilsey Asset Management	SAN DIEGO, CA
Ensemble Capital Management	San Francisco, CA
DiNuzzo Private Wealth Management	Beaver, PA
Empirical Wealth Management	Multiple Locations
RZH Advisors	Stamford, CT
Clune & Associates	Chicago, IL
Grimes & Company, Inc	Westborough, MA
JVL Wealth Strategies	Wyoming, MI
Berger Financial Group, Inc	Minneapolis, MN
Finaccess Advisors LLC	Miami, FL
Signet Financial Management	Parsippany, NJ
Halpern Financial, Inc.	Ashburn, VA
Beaird Harris	Dallas, TX
Manske Wealth Management	Houston, TX
Miracle Mile Advisors	Los Angeles, CA