Advisory Firms (RIAs) Search

11-20 of 4,627 results for Managed Investing | Portfolio Value: 100,000 | Services Offered: Offers Portfolio Management | Compensation: Fee Only | Disciplinary History: No | Custodian: 5 selected
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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

Fiduciary Counselling

Trust
Score

98

Fiduciary Counselling, federally registered in 1966, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 12 adv...


  • Minimum Investment: $480,000
  • Estimated Annual Fee: $3,000
  • Total AUM: $5.6 billion
  • Advisor / Client Ratio: 1:115

Mercer Global Advisors

Trust
Score

98

Mercer Global Advisors, federally registered in 2008, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 146 a...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: Negotiable
  • Total AUM: $11.1 billion
  • Advisor / Client Ratio: 1:96

Smith, Salley & Associates

Trust
Score

98

Smith, Salley & Associates, federally registered in 2003, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 11...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $2,500
  • Total AUM: $1.4 billion
  • Advisor / Client Ratio: 1:41

Norris Perne & French

Trust
Score

98

Norris Perne & French, federally registered in 1984, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 6 advi...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $4,500
  • Total AUM: $1.4 billion
  • Advisor / Client Ratio: 1:103

Boys Arnold & Co

Trust
Score

98

Boys Arnold & Co, federally registered in 1977, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 7 advisors....


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $12,000
  • Total AUM: $1.1 billion
  • Advisor / Client Ratio: 1:55

Willow Creek Wealth Management

Trust
Score

98

Willow Creek Wealth Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff o...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $1.0 billion
  • Advisor / Client Ratio: 1:87

Acropolis Investment Management

Trust
Score

98

Acropolis Investment Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $12,000
  • Total AUM: $1.3 billion
  • Advisor / Client Ratio: 1:30

Mainstay Capital Management

Trust
Score

98

Mainstay Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of ...


  • Minimum Investment: $200,000
  • Estimated Annual Fee: $2,600
  • Total AUM: $2.5 billion
  • Advisor / Client Ratio: 1:241

Foster & Motley

Trust
Score

98

Foster & Motley, federally registered in 1996, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 18 advisors....


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $1.3 billion
  • Advisor / Client Ratio: 1:39
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