Advisory Firms (RIAs) Search

3841-3850 of 3,873 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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A Smarter Way To Invest

Trust
Score

62

A Smarter Way To Invest, federally registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 adv...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $1,875
  • Total AUM: $52 million
  • Advisor / Client Ratio: 1:486

Criterion Wealth Management

Trust
Score

62

Criterion Wealth Management, federally registered in 2006, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 1...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $12,500
  • Total AUM: $58 million
  • Advisor / Client Ratio: 1:43

Pariter Wealth Management Group

Trust
Score

62

Pariter Wealth Management Group, federally registered in 2008, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff ...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $52 million
  • Advisor / Client Ratio: 1:75

Complete Financial Planning

Trust
Score

62

Complete Financial Planning, federally registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 1...


  • Minimum Investment: $0
  • Estimated Annual Fee: $2,000
  • Total AUM: $27 million
  • Advisor / Client Ratio: 1:29

Insight Advisors

Trust
Score

62

Insight Advisors, federally registered in 2013, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 14 advisors...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $375 million
  • Advisor / Client Ratio: 1:111

Cherrydale Wealth Management

Trust
Score

62

Cherrydale Wealth Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $61 million
  • Advisor / Client Ratio: 1:48

Emerant Wealth

Trust
Score

62

Emerant Wealth, federally registered in 2016, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 1 advisors. Em...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $2,500
  • Total AUM: $33 million
  • Advisor / Client Ratio: 1:118

Sports & Entertainment Investment Advisers

Trust
Score

62

Sports & Entertainment Investment Advisers, federally registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a lice...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,250
  • Total AUM: $2 million
  • Advisor / Client Ratio: 1:14

Bright Futures Wealth Management

Trust
Score

62

Bright Futures Wealth Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staf...


  • Minimum Investment: $0
  • Estimated Annual Fee: $2,500
  • Total AUM: $77 million
  • Advisor / Client Ratio: 1:21

Domus Capital Group

Trust
Score

62

Domus Capital Group, federally registered in 2012, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisor...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $94 million
  • Advisor / Client Ratio: 1:16
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