Advisory Firms (RIAs) Search

3281-3290 of 3,319 results for Managed Investing
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Stoever Glass Wealth Management

Trust
Score

61

Stoever Glass Wealth Management, federally registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff ...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,750
  • Total AUM: $60 million
  • Advisor / Client Ratio: 1:11

Asset Management Strategies

Trust
Score

61

Asset Management Strategies, federally registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 7...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,500
  • Total AUM: $78 million
  • Advisor / Client Ratio: 1:240

Aegis Wealth Management, LLC

Trust
Score

61

Aegis Wealth Management, LLC, federally registered in 2015, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of ...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: N/A
  • Total AUM: $115 million
  • Advisor / Client Ratio: 1:27

Granite Harbor Advisors

Trust
Score

61

Granite Harbor Advisors, federally registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 adv...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $2,500
  • Total AUM: $124 million
  • Advisor / Client Ratio: 1:60

Wolfson Wealth Management

Trust
Score

61

Wolfson Wealth Management, federally registered in 2016, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 a...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $51 million
  • Advisor / Client Ratio: 1:75

Sterling Manor Financial

Trust
Score

61

Sterling Manor Financial, federally registered in 2016, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 ad...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $71 million
  • Advisor / Client Ratio: 1:107

Variant Private Wealth

Trust
Score

61

Variant Private Wealth, federally registered in 2017, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advi...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,750
  • Total AUM: $96 million
  • Advisor / Client Ratio: 1:60

Marathon Mission Wealth Management

Trust
Score

61

Marathon Mission Wealth Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed sta...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,750
  • Total AUM: $57 million
  • Advisor / Client Ratio: 1:170

J. Mandwelle Capital Management

Trust
Score

61

J. Mandwelle Capital Management, federally registered in 2018, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,200
  • Total AUM: $26 million
  • Advisor / Client Ratio: 1:59

United Advisors America Corporation

Trust
Score

61

United Advisors America Corporation, federally registered in 2018, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed s...


  • Minimum Investment: $10,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $44 million
  • Advisor / Client Ratio: 1:32
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