Advisory Firms (RIAs) Search

2921-2930 of 3,486 results for Managed Investing
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Sheppard Wealth Management

Trust
Score

82

Sheppard Wealth Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 ...


  • Minimum Investment: $166,667
  • Estimated Annual Fee: $2,500
  • Total AUM: $168.8 million
  • Advisor / Client Ratio: 1:36

M Premier Partners

Trust
Score

82

M Premier Partners, federally registered in 2017, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $159.0 million
  • Advisor / Client Ratio: 1:80

Divergent Wealth Advisors

Trust
Score

82

Divergent Wealth Advisors, federally registered in 2017, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 3 ...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $298.3 million
  • Advisor / Client Ratio: 1:129

Legacy One Financial Advisors

Trust
Score

82

Legacy One Financial Advisors, federally registered in 2017, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $1.9 billion
  • Advisor / Client Ratio: 1:55

Summit Wealth Advisors

Trust
Score

82

Summit Wealth Advisors, federally registered in 2018, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advi...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $96.6 million
  • Advisor / Client Ratio: 1:55

Towerpoint Wealth

Trust
Score

82

Towerpoint Wealth, federally registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors....


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,125
  • Total AUM: $166.0 million
  • Advisor / Client Ratio: 1:151

AMJ Financial Wealth Management

Trust
Score

82

AMJ Financial Wealth Management, federally registered in 2018, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff ...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,750
  • Total AUM: $108.0 million
  • Advisor / Client Ratio: 1:37

Money Managers Advisory

Trust
Score

82

Money Managers Advisory, federally registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 adv...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: $1,600
  • Total AUM: $99.0 million
  • Advisor / Client Ratio: 1:227

Bluestone Wealth Advisors

Trust
Score

82

Bluestone Wealth Advisors, federally registered in 2018, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 a...


  • Minimum Investment: $66,666
  • Estimated Annual Fee: $1,500
  • Total AUM: $111.5 million
  • Advisor / Client Ratio: 1:77

Alpha Advisors

Trust
Score

82

Alpha Advisors, federally registered in 2018, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 4 advisors. Al...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $115.6 million
  • Advisor / Client Ratio: 1:23
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