Top 100 RIA Firms 2023

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25 randomly selected records displayed below (98 total), click here to search for a particular record.

Individuals Receiving This Recognition

Jonathan Rogers	Forum Financial Management, LP
Heather Fortner	SignatureFD
James B Hagerty	Bartlett & Company
Tom Orecchio	Modera Wealth Management
David E. Lees	MyCIO Wealth Partners
Paul Saganey	Integrated Partners
Lanny Thorndike	Choate Investment Advisors
Steven J. Holwerda	Ferguson Wellman Capital Management
C.J. Rendic	Parallel Advisors
Debra Wetherby	Weatherly Asset Management
Christopher M. Allegretti	HBKSWealth Advisors
Scott George	Mason Investment Advisory
William Gilbert	Caprock
Patrick Bowen	One Capital Management
Matthew Adams	Mission Wealth Management Llc
Elliot Dornbusch	C V Advisors LLC
Paul Lonergan	Congress Wealth Management
Michelle A. Knight	RopesWealth Advisors
Galan G. Daukas	Bradley Foster & Sargent Inc
Joseph Schmuckler	Cary Street Partners
Keith Goddard	Capital Advisors
Kenneth Smith	Empirical Wealth Management
Mel Lagomasino	WE Family Offices
Mitch Kovitz	Kovitz Investment Group
Christopher B.Moore	Simon Quick Advisors, LLC

25 randomly selected records displayed above (98 total), click here to search for a particular record.

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