Advisory Firms (RIAs) Search

31-40 of 2,942 results for Managed Investing
Sort by:
filter_list Filter
State
Portfolio Value
Compensation
Disciplinary History
Custodian

BSW Wealth Partners

Trust
Score

86

BSW Wealth Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 14 adviso...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $951 million
  • Advisor / Client Ratio: 1:19

Boys Arnold & Co

Trust
Score

86

Boys Arnold & Co, federally registered in 1977, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 7 advisors....


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $12,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:55

Mainstay Capital Management

Trust
Score

86

Mainstay Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of ...


  • Minimum Investment: $200,000
  • Estimated Annual Fee: $2,600
  • Total AUM: $2 billion
  • Advisor / Client Ratio: 1:241

Altfest Personal Wealth Management

Trust
Score

86

Altfest Personal Wealth Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed st...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:593

Bedel Financial Consulting

Trust
Score

86

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 billion
  • Advisor / Client Ratio: 1:66

Badgley Phelps Wealth Managers

Trust
Score

86

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 billion
  • Advisor / Client Ratio: 1:32

Symmetry Partners

Trust
Score

86

Symmetry Partners, federally registered in 2002, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 32 advisor...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $4 billion
  • Advisor / Client Ratio: 1:518

Destination Wealth Management

Trust
Score

86

Destination Wealth Management, federally registered in 1996, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff o...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,750
  • Total AUM: $2 billion
  • Advisor / Client Ratio: 1:57

Montag

Trust
Score

86

Montag, federally registered in 1982, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 12 advisors. Montag m...


  • Minimum Investment: $3,000,000
  • Estimated Annual Fee: $27,000
  • Total AUM: $2 billion
  • Advisor / Client Ratio: 1:29

Lee Financial Company

Trust
Score

86

Lee Financial Company, federally registered in 1975, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 28 advi...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:19
×

Connect

Show Direct Website
Log in or Register to have this company reach out.
IMPORTANT: investor.com is not compensated for any referrals. Your information is completely confidential and only shared with the company you request via the format you specify.
Feedback