Advisory Firms (RIAs) Search

21-30 of 6,480 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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Vista Capital Partners

Trust
Score

98

Vista, formed in January 2001, is a fee-only investment advisor based in Portland, Oregon. They specialize in investment and wealth manageme...


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $2,700,000
  • Advisor / Client Ratio: 1:39

Plancorp

Trust
Score

98

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business....


  • Minimum Investment: $500,000
  • Avg Account Balance: $2,900,000
  • Advisor / Client Ratio: 1:53

Legacy Wealth Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:57

Northwest Capital Management

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $8,300,000
  • Advisor / Client Ratio: 1:56

Axia Advisory Corp

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $7,900,000
  • Advisor / Client Ratio: 1:24

Fiduciary Counselling

Trust
Score

98


  • Minimum Investment: $480,000
  • Avg Account Balance: $3,900,000
  • Advisor / Client Ratio: 1:93

Mercer Global Advisors

Trust
Score

98

Established in 1985, Mercer Global Advisors is a total wealth management firm with a national presence.They are a fee-only, multi-disciplina...


  • Minimum Investment: $250,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:36

BSW Wealth Partners

Trust
Score

98

BSW Wealth Partners is a multi-family office and wealth advisory firm serving national and international clientele from offices in Boulder a...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,600,000
  • Advisor / Client Ratio: 1:18

Private Vista

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,600,000
  • Advisor / Client Ratio: 1:44

Fiduciary Management

Trust
Score

98


  • Minimum Investment: $3,000,000
  • Avg Account Balance: $16,300,000
  • Advisor / Client Ratio: 1:105
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