Advisory Firms (RIAs) Search

21-30 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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Evergreen Capital Management

Trust
Score

87

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 billion
  • Advisor / Client Ratio: 1:34

Matson Money

Trust
Score

87

Matson Money, federally registered in 1991, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 3 advisors. Mat...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $17 billion
  • Advisor / Client Ratio: 1:10579

Ferguson Wellman Capital Management

Trust
Score

87

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 billion
  • Advisor / Client Ratio: 1:34

Murphy Capital Management

Trust
Score

87

Murphy Capital Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 5 ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $934 million
  • Advisor / Client Ratio: 1:217

Betterment

Trust
Score

87

Betterment, federally registered in 2009, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 10 advisors. Bett...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $400
  • Total AUM: $14 billion
  • Advisor / Client Ratio: 1:36227

Aperio Group

Trust
Score

87

Aperio Group, federally registered in 2000, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 26 advisors. Ap...


  • Minimum Investment: $700,000
  • Estimated Annual Fee: N/A
  • Total AUM: $24 billion
  • Advisor / Client Ratio: 1:132

H.M. Payson

Trust
Score

87

H.M. Payson, federally registered in 1966, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 15 advisors. H.M...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:159

Stearns Financial Group

Trust
Score

87

Stearns Financial Group, federally registered in 1991, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 11 a...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:54

Beaird Harris

Trust
Score

87

Beaird Harris, federally registered in 1996, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 14 advisors. Be...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:41

Summit Financial Strategies

Trust
Score

87

Summit Financial Strategies, federally registered in 1995, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of ...


  • Minimum Investment: $333,333
  • Estimated Annual Fee: $2,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:66
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