Advisory Firms (RIAs) Search

11-20 of 5,968 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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Disciplinary History

Steele Capital Management

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:162

Private Ocean

Trust
Score

98


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $1,900,000
  • Advisor / Client Ratio: 1:47

Frontier Asset Management

Trust
Score

98


  • Minimum Investment: $100,000
  • Avg Account Balance: $1,000,000
  • Advisor / Client Ratio: 1:698

Conservest Capital Advisors

Trust
Score

98


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $4,700,000
  • Advisor / Client Ratio: 1:46

Cincinnati Asset Management

Trust
Score

98


  • Minimum Investment: $100,000
  • Avg Account Balance: $400,000
  • Advisor / Client Ratio: 1:930

Diversified Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $3,600,000
  • Advisor / Client Ratio: 1:48

Resource Consulting Group

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,700,000
  • Advisor / Client Ratio: 1:32

Cadinha & Co

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $400,000
  • Advisor / Client Ratio: 1:349

Stonebridge Capital Advisors

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $800,000
  • Advisor / Client Ratio: 1:1452

Sullivan, Bruyette, Speros & Blayney

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,400,000
  • Advisor / Client Ratio: 1:39
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