Advisory Firms (RIAs) Search

21-30 of 5,968 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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Disciplinary History

Vigilant Capital Management

Trust
Score

98


  • Minimum Investment: $1,600,000
  • Avg Account Balance: $3,300,000
  • Advisor / Client Ratio: 1:19

Rembert Pendleton Jackson

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $900,000
  • Advisor / Client Ratio: 1:125

Private Management Group

Trust
Score

98


  • Minimum Investment: $250,000
  • Avg Account Balance: $900,000
  • Advisor / Client Ratio: 1:183

Truewealth Management

Trust
Score

98

TrueWealth provides financial planning, portfolio management, selection of other advisors, employee stock option analysis and general consul...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,400,000
  • Advisor / Client Ratio: 1:34

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

CM Wealth Advisors

Trust
Score

98


  • Minimum Investment: $5,000,000
  • Avg Account Balance: $15,800,000
  • Advisor / Client Ratio: 1:167

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: $3,000,000
  • Advisor / Client Ratio: 1:51

Legacy Wealth Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:56

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
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