Advisory Firms (RIAs) Search

21-30 of 3,486 results for Managed Investing
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Brighton Jones

Trust
Score

98

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: $5.0 billion
  • Advisor / Client Ratio: 1:32

Evergreen Capital Management

Trust
Score

98

Evergreen Capital Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $2.3 billion
  • Advisor / Client Ratio: 1:34

Bedel Financial Consulting

Trust
Score

98

Bedel Financial Consulting, federally registered in 1989, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 1...


  • Minimum Investment: $476,190
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.2 billion
  • Advisor / Client Ratio: 1:66

Novare Capital Management

Trust
Score

98

Novare Capital Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 12...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.1 billion
  • Advisor / Client Ratio: 1:39

Badgley Phelps Wealth Managers

Trust
Score

98

Badgley Phelps Wealth Managers, federally registered in 1973, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $9,000
  • Total AUM: $2.5 billion
  • Advisor / Client Ratio: 1:32

Ferguson Wellman Capital Management

Trust
Score

98

Ferguson Wellman Capital Management, federally registered in 1975, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed s...


  • Minimum Investment: $3,000,000
  • Estimated Annual Fee: $25,500
  • Total AUM: $5.2 billion
  • Advisor / Client Ratio: 1:34

Gamble Jones Investment Counsel

Trust
Score

98

Gamble Jones Investment Counsel, federally registered in 1990, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.3 billion
  • Advisor / Client Ratio: 1:87

Corda Investment Management

Trust
Score

98

Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of ...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.0 billion
  • Advisor / Client Ratio: 1:89

Warren Averett Asset Management

Trust
Score

98

Warren Averett Asset Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $2.5 billion
  • Advisor / Client Ratio: 1:40

Montag

Trust
Score

98

Montag, federally registered in 1982, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 12 advisors. Montag m...


  • Minimum Investment: $3,000,000
  • Estimated Annual Fee: $27,000
  • Total AUM: $1.8 billion
  • Advisor / Client Ratio: 1:29
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