Advisory Firms (RIAs) Search

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Steinberg Global Asset Management

Trust
Score

98

Steinberg Global Asset Management, federally registered in 1992, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed sta...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $12,500
  • Total AUM: $1.0 billion
  • Advisor / Client Ratio: 1:37

Stearns Financial Group

Trust
Score

98

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: $1.1 billion
  • Advisor / Client Ratio: 1:54

RegentAtlantic

Trust
Score

98

RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 24 advisors. ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $3.8 billion
  • Advisor / Client Ratio: 1:117

Wealthcare Capital Management

Trust
Score

98

Wealthcare Capital Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 39 state(s) with a licensed staff o...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $1.3 billion
  • Advisor / Client Ratio: 1:67

B|O|S

Trust
Score

98

B|O|S, federally registered in 1996, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 28 advisors. B|O|S man...


  • Minimum Investment: $3,000,000
  • Estimated Annual Fee: $26,250
  • Total AUM: $4.3 billion
  • Advisor / Client Ratio: 1:31

Beaird Harris

Trust
Score

98

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: $1.0 billion
  • Advisor / Client Ratio: 1:41

Summit Financial Strategies

Trust
Score

98

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: $1.2 billion
  • Advisor / Client Ratio: 1:66

Parallel Advisors

Trust
Score

97

Parallel Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 28 advisor...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,500
  • Total AUM: $1.9 billion
  • Advisor / Client Ratio: 1:89

Ogorek Wealth Management

Trust
Score

97

Ogorek Wealth Management, federally registered in 1983, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 ad...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $4,750
  • Total AUM: $371.1 million
  • Advisor / Client Ratio: 1:49

Condor Capital Wealth Management

Trust
Score

97

Condor Capital Wealth Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staf...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $2,500
  • Total AUM: $1.0 billion
  • Advisor / Client Ratio: 1:117
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