Advisory Firms (RIAs) Search

3471-3480 of 3,486 results for Managed Investing
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Stoever Glass Wealth Management

Trust
Score

74

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: $72.3 million
  • Advisor / Client Ratio: 1:10

Triad Hybrid Solutions

Trust
Score

74

Triad Hybrid Solutions, federally registered in 2014, is a Registered Investment Advisor (RIA) in 42 state(s) with a licensed staff of 29 ad...


  • Minimum Investment: $0
  • Estimated Annual Fee: $2,500
  • Total AUM: $684.0 million
  • Advisor / Client Ratio: 1:127

Cole Wealth Management

Trust
Score

74

Cole Wealth Management, federally registered in 2018, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advi...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: N/A
  • Total AUM: $110.8 million
  • Advisor / Client Ratio: 1:65

Good Harbor Advisors

Trust
Score

73

Good Harbor Advisors, federally registered in 2018, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 4 adviso...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $129.6 million
  • Advisor / Client Ratio: 1:45

Kestra Private Wealth Services

Trust
Score

72

Kestra Private Wealth Services, federally registered in 2010, is a Registered Investment Advisor (RIA) in 42 state(s) with a licensed staff ...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $1.4 billion
  • Advisor / Client Ratio: 1:100

FWG Investments

Trust
Score

71

FWG Investments, federally registered in 2018, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. F...


  • Minimum Investment: $10,000
  • Estimated Annual Fee: $1,500
  • Total AUM: $103.5 million
  • Advisor / Client Ratio: 1:127

Andrew Garrett

Trust
Score

70

Andrew Garrett, federally registered in 2010, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 20 advisors. ...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: N/A
  • Total AUM: $81.8 million
  • Advisor / Client Ratio: 1:25

Coastal Investment Advisors

Trust
Score

69

Coastal Investment Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 37 state(s) with a licensed staff of ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $2,500
  • Total AUM: $304.2 million
  • Advisor / Client Ratio: 1:43

Sorrento Pacific Financial

Trust
Score

69

Sorrento Pacific Financial, federally registered in 2009, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 1...


  • Minimum Investment: $750,000
  • Estimated Annual Fee: N/A
  • Total AUM: $49.9 million
  • Advisor / Client Ratio: 1:3

BDO Wealth Advisors

Trust
Score

69

BDO Wealth Advisors, federally registered in 2016, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 10 advis...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $833.4 million
  • Advisor / Client Ratio: 1:131
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