Advisory Firms (RIAs) Search

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Dowling & Yahnke

Trust
Score

99

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: $3.8 billion
  • Advisor / Client Ratio: 1:72

EP Wealth Advisors

Trust
Score

99

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: $3.6 billion
  • Advisor / Client Ratio: 1:65

Symmetry Partners

Trust
Score

99

Symmetry Partners, federally registered in 2002, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 32 advisor...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $4.4 billion
  • Advisor / Client Ratio: 1:518

Steele Capital Management

Trust
Score

98

Steele Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 9 ...


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

Diversified Management

Trust
Score

98

Diversified Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 7 advi...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $6,250
  • Total AUM: $1.1 billion
  • Advisor / Client Ratio: 1:80

Resource Consulting Group

Trust
Score

98

Resource Consulting Group, federally registered in 1988, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 15 ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $9,000
  • Total AUM: $1.8 billion
  • Advisor / Client Ratio: 1:30

Sullivan, Bruyette, Speros & Blayney

Trust
Score

98

Sullivan, Bruyette, Speros & Blayney, federally registered in 1991, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $3.5 billion
  • Advisor / Client Ratio: 1:78

Vista Capital Partners

Trust
Score

98

Vista Capital Partners, federally registered in 2001, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 12 adv...


  • Minimum Investment: $2,000,000
  • Estimated Annual Fee: $18,000
  • Total AUM: $1.4 billion
  • Advisor / Client Ratio: 1:38

Plancorp

Trust
Score

98

Plancorp, federally registered in 1984, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 28 advisors. Planco...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $4.0 billion
  • Advisor / Client Ratio: 1:42

Legacy Wealth Management

Trust
Score

98

Legacy Wealth Management, federally registered in 1982, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 17 ...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.3 billion
  • Advisor / Client Ratio: 1:55
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