Advisory Firms (RIAs) Search

11-20 of 3,873 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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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

Steele Capital Management

Trust
Score

87

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: $2 billion
  • Advisor / Client Ratio: 1:140

Resource Consulting Group

Trust
Score

87

Resource Consulting Group, federally registered in 1988, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 13 ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $9,000
  • Total AUM: $2 billion
  • Advisor / Client Ratio: 1:34

Plancorp

Trust
Score

87

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 billion
  • Advisor / Client Ratio: 1:42

Willow Creek Wealth Management

Trust
Score

87

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 billion
  • Advisor / Client Ratio: 1:87

SEI Investments Management Corp

Trust
Score

87

SEI Investments Management Corp, federally registered in 1985, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $900
  • Total AUM: $192 billion
  • Advisor / Client Ratio: 1:281

Truepoint

Trust
Score

87

Truepoint, federally registered in 1985, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 23 advisors. Truep...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $8,000
  • Total AUM: $3 billion
  • Advisor / Client Ratio: 1:31

Foster & Motley

Trust
Score

87

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 billion
  • Advisor / Client Ratio: 1:39

Brighton Jones

Trust
Score

87

Brighton Jones, federally registered in 2000, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 45 advisors. ...


  • Minimum Investment: $480,000
  • Estimated Annual Fee: N/A
  • Total AUM: $5 billion
  • Advisor / Client Ratio: 1:32
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