Advisory Firms (RIAs) Search

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Vanguard Personal Advisor Services

Trust
Score

92

Vanguard Personal Advisor Services, federally registered in 1995, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed st...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $300
  • Total AUM: $151 billion
  • Advisor / Client Ratio: 1:1036

Fisher Investments

Trust
Score

90

Fisher Investments, federally registered in 1987, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 966 advis...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $6,250
  • Total AUM: $96 billion
  • Advisor / Client Ratio: 1:44

Moss Adams Wealth Advisors

Trust
Score

89

Moss Adams Wealth Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 2...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,250
  • Total AUM: $2 billion
  • Advisor / Client Ratio: 1:46

Index Fund Advisors

Trust
Score

89

Index Fund Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advis...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $900
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:124

TD Ameritrade

Trust
Score

89

TD Ameritrade, federally registered in 1998, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 0 (unknown) ad...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $17 billion
  • Advisor / Client Ratio: N/A

Plante Moran Financial Advisors

Trust
Score

88

Plante Moran Financial Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff...


  • Minimum Investment: $777,778
  • Estimated Annual Fee: $7,000
  • Total AUM: $15 billion
  • Advisor / Client Ratio: 1:25

Dowling & Yahnke

Trust
Score

88

Dowling & Yahnke, federally registered in 1987, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 16 advisors...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $8,500
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:73

Savant Capital Management

Trust
Score

88

Savant Capital Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 63...


  • Minimum Investment: $400,000
  • Estimated Annual Fee: N/A
  • Total AUM: $6 billion
  • Advisor / Client Ratio: 1:66

EP Wealth Advisors

Trust
Score

88

EP Wealth Advisors, federally registered in 1987, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 40 adviso...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:65

RegentAtlantic

Trust
Score

88

RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 24 advisors. ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:117
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