Advisory Firms (RIAs) Search

21-30 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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Index Fund Advisors

Trust
Score

98

Index Fund Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advis...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $900
  • Total AUM: $3.8 billion
  • Advisor / Client Ratio: 1:124

Prudent Management Associates

Trust
Score

98

Prudent Management Associates, federally registered in 1983, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff o...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $7,500
  • Total AUM: $1.1 billion
  • Advisor / Client Ratio: 1:78

Savant Capital Management

Trust
Score

98

Savant Capital Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 63...


  • Minimum Investment: $400,000
  • Estimated Annual Fee: N/A
  • Total AUM: $5.6 billion
  • Advisor / Client Ratio: 1:66

Brighton Jones

Trust
Score

98

Brighton Jones, federally registered in 2000, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 45 advisors. ...


  • Minimum Investment: $480,000
  • Estimated Annual Fee: N/A
  • Total AUM: $5.0 billion
  • Advisor / Client Ratio: 1:32

Evergreen Capital Management

Trust
Score

98

Evergreen Capital Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $2.3 billion
  • Advisor / Client Ratio: 1:34

Bedel Financial Consulting

Trust
Score

98

Bedel Financial Consulting, federally registered in 1989, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 1...


  • Minimum Investment: $476,190
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.2 billion
  • Advisor / Client Ratio: 1:66

Woodley Farra

Trust
Score

98

Woodley Farra, federally registered in 1995, is a Registered Investment Advisor (RIA) in 39 state(s) with a licensed staff of 8 advisors. Wo...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,125
  • Total AUM: $1.0 billion
  • Advisor / Client Ratio: 1:102

Novare Capital Management

Trust
Score

98

Novare Capital Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 12...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1.1 billion
  • Advisor / Client Ratio: 1:39

Badgley Phelps Wealth Managers

Trust
Score

98

Badgley Phelps Wealth Managers, federally registered in 1973, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $9,000
  • Total AUM: $2.5 billion
  • Advisor / Client Ratio: 1:32

Ferguson Wellman Capital Management

Trust
Score

98

Ferguson Wellman Capital Management, federally registered in 1975, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed s...


  • Minimum Investment: $3,000,000
  • Estimated Annual Fee: $25,500
  • Total AUM: $5.2 billion
  • Advisor / Client Ratio: 1:34
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