Advisory Firms (RIAs) Search

21-30 of 2,942 results for Managed Investing
Sort by:
filter_list Filter
State
Portfolio Value
Compensation
Disciplinary History
Custodian

H.M. Payson

Trust
Score

87

H.M. Payson, federally registered in 1966, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 15 advisors. H.M...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:159

Stearns Financial Group

Trust
Score

87

Stearns Financial Group, federally registered in 1991, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 11 a...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:54

Beaird Harris

Trust
Score

87

Beaird Harris, federally registered in 1996, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 14 advisors. Be...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:41

Summit Financial Strategies

Trust
Score

87

Summit Financial Strategies, federally registered in 1995, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of ...


  • Minimum Investment: $333,333
  • Estimated Annual Fee: $2,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:66

Diversified Management

Trust
Score

86

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 billion
  • Advisor / Client Ratio: 1:80

Sullivan, Bruyette, Speros & Blayney

Trust
Score

86

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 billion
  • Advisor / Client Ratio: 1:78

Condor Capital Wealth Management

Trust
Score

86

Condor Capital Wealth Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staf...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $2,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:117

Certified Advisory Corp

Trust
Score

86

Certified Advisory Corp, federally registered in 2002, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 15 a...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $1,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:110

LWI Financial

Trust
Score

86

LWI Financial, federally registered in 1998, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 41 advisors. L...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $2,600
  • Total AUM: $17 billion
  • Advisor / Client Ratio: 1:618

Legacy Wealth Management

Trust
Score

86

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 billion
  • Advisor / Client Ratio: 1:55
×

Connect

Show Direct Website
Log in or Register to have this company reach out.
IMPORTANT: investor.com is not compensated for any referrals. Your information is completely confidential and only shared with the company you request via the format you specify.
Feedback