Advisory Firms (RIAs) Search

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Alesco Advisors

Trust
Score

99

Alesco Advisors is an SEC-registered investment advisory firm in Pittsford, New York (a suburb of Rochester). Independent and employee-owned...


  • Minimum Investment: $3,000,000
  • Avg Account Balance: $5,800,000
  • Advisor / Client Ratio: 1:192

Brightworth

Trust
Score

99


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,700,000
  • Advisor / Client Ratio: 1:74

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
  • Avg Account Balance: $3,200,000
  • Advisor / Client Ratio: 1:86

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
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:68

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
  • Avg Account Balance: $300,000
  • Advisor / Client Ratio: 1:595

B|O|S

Trust
Score

99

Founded in 1985, Bingham, Osborn & Scarborough, LLC, doing business as B|O|S, is an independent registered investment adviser providing inve...


  • Minimum Investment: $3,000,000
  • Avg Account Balance: $4,400,000
  • Advisor / Client Ratio: 1:34

Hartland & Co

Trust
Score

99


  • Minimum Investment: $0
  • Avg Account Balance: $5,900,000
  • Advisor / Client Ratio: 1:92

Capital Advisors

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:66

Steele Capital Management

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:162

Private Ocean

Trust
Score

98


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $1,900,000
  • Advisor / Client Ratio: 1:48
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