Advisory Firms (RIAs) Search

3841-3850 of 4,627 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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Noble Wealth Management

Trust
Score

82

Noble Wealth Management, federally registered in 2016, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 adv...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: N/A
  • Total AUM: $198.4 million
  • Advisor / Client Ratio: 1:62

Skinner, Copper & Ehmen Wealth Management

Trust
Score

82

Skinner, Copper & Ehmen Wealth Management, federally registered in 2012, is a Registered Investment Advisor (RIA) in 4 state(s) with a licen...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $297.0 million
  • Advisor / Client Ratio: 1:45

MOS Capital

Trust
Score

82

MOS Capital, federally registered in 2017, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. MOS C...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $7,500
  • Total AUM: $130.2 million
  • Advisor / Client Ratio: 1:58

Warner Wealth

Trust
Score

82

Warner Wealth, federally registered in 2016, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 107 advisors. ...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: N/A
  • Total AUM: $3.1 billion
  • Advisor / Client Ratio: 1:134

Investment Advisors Corp

Trust
Score

82

Investment Advisors Corp, federally registered in 2008, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 98 ...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: $3,000
  • Total AUM: $698.6 million
  • Advisor / Client Ratio: 1:49

Lear Investment Management

Trust
Score

82

Lear Investment Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 ...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $162.4 million
  • Advisor / Client Ratio: 1:30

Balboa Wealth Partners

Trust
Score

82

Balboa Wealth Partners, federally registered in 2015, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 16 adv...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,750
  • Total AUM: $377.6 million
  • Advisor / Client Ratio: 1:33

Hoey Investments

Trust
Score

82

Hoey Investments, federally registered in 2015, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. ...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $154.2 million
  • Advisor / Client Ratio: 1:93

Hurlow Wealth Management Group

Trust
Score

82

Hurlow Wealth Management Group, federally registered in 2016, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff o...


  • Minimum Investment: $240,000
  • Estimated Annual Fee: $2,400
  • Total AUM: $264.3 million
  • Advisor / Client Ratio: 1:147

Sunburst Financial Group

Trust
Score

82

Sunburst Financial Group, federally registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 5 ad...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $222.5 million
  • Advisor / Client Ratio: 1:78
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