Advisory Firms (RIAs) Search

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Financial Engines Advisors

Trust
Score

95

Financial Engines Advisors, founded in 1998, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 312 advisors. ...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $1,500
  • Total AUM: $169.40 billion
  • Advisor / Client Ratio: 1:1475

Vanguard Personal Advisor Services

Trust
Score

92

Vanguard Personal Advisor Services, founded in 1995, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 835 ad...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $300
  • Total AUM: $151.09 billion
  • Advisor / Client Ratio: 1:630

Fisher Investments

Trust
Score

90

Fisher Investments, founded in 1987, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 966 advisors. Fisher I...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $6,250
  • Total AUM: $96.03 billion
  • Advisor / Client Ratio: 1:44

Mesirow Financial Investment Management

Trust
Score

89

Mesirow Financial Investment Management, founded in 1986, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 6...


  • Minimum Investment: $400,000
  • Estimated Annual Fee: $4,000
  • Total AUM: $19.40 billion
  • Advisor / Client Ratio: 1:66

TD Ameritrade

Trust
Score

89

TD Ameritrade, founded in 1998, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 0 (unknown) advisors. TD Am...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $16.67 billion
  • Advisor / Client Ratio: N/A

Index Fund Advisors

Trust
Score

89

Index Fund Advisors, founded in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advisors. Index Fu...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $900
  • Total AUM: $3.83 billion
  • Advisor / Client Ratio: 1:124

Moss Adams Wealth Advisors

Trust
Score

89

Moss Adams Wealth Advisors, founded in 2000, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 24 advisors. M...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,250
  • Total AUM: $2.35 billion
  • Advisor / Client Ratio: 1:46

Regentatlantic

Trust
Score

88

Regentatlantic, founded in 1982, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 24 advisors. Regentatlanti...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $3.77 billion
  • Advisor / Client Ratio: 1:63

Aperio Group

Trust
Score

88

Aperio Group, founded in 2000, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 0 (unknown) advisors. Aperio...


  • Minimum Investment: $700,000
  • Estimated Annual Fee: N/A
  • Total AUM: $15.62 billion
  • Advisor / Client Ratio: N/A

EP Wealth Advisors

Trust
Score

88

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


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $3.60 billion
  • Advisor / Client Ratio: 1:65
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