Advisory Firms (RIAs) Search

1-10 of 3,468 results for Managed Investing
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Dowling & Yahnke

Trust
Score

99

For 25 years, Dowling & Yahnke has approached investment advice differently than Wall Street firms and brokers. They are a fiduciary to thei...


  • Minimum Investment: $1,000,000
  • Total AUM: $3.8 billion
  • Advisor / Client Ratio: 1:72

EP Wealth Advisors

Trust
Score

99

EP Wealth Advisors has been providing investment advisory services since 2004. They are a fee-based independent investment adviser that prov...


  • Minimum Investment: $500,000
  • Total AUM: $3.6 billion
  • Advisor / Client Ratio: 1:65

Symmetry Partners

Trust
Score

99

More than two decades ago, Symmetry’s founders set out to build an investment process built on academic research and empirical evidence, i...


  • Minimum Investment: $0
  • Total AUM: $4.4 billion
  • Advisor / Client Ratio: 1:518

Steele Capital Management

Trust
Score

98


  • Minimum Investment: $0
  • Total AUM: $1.9 billion
  • Advisor / Client Ratio: 1:140

Diversified Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Total AUM: $1.1 billion
  • Advisor / Client Ratio: 1:80

Resource Consulting Group

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Total AUM: $1.8 billion
  • Advisor / Client Ratio: 1:30

Sullivan, Bruyette, Speros & Blayney

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Total AUM: $3.5 billion
  • Advisor / Client Ratio: 1:78

Vista Capital Partners

Trust
Score

98

Vista, formed in January 2001, is a fee-only investment advisor based in Portland, Oregon. They specialize in investment and wealth manageme...


  • Minimum Investment: $2,000,000
  • Total AUM: $1.4 billion
  • Advisor / Client Ratio: 1:38

Plancorp

Trust
Score

98

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business....


  • Minimum Investment: $500,000
  • Total AUM: $4.0 billion
  • Advisor / Client Ratio: 1:42

Legacy Wealth Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Total AUM: $1.3 billion
  • Advisor / Client Ratio: 1:55
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