Advisory Firms (RIAs) Search

4351-4360 of 5,953 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

Madison Park Capital Advisors

Trust
Score

85


  • Minimum Investment: $133,333
  • Avg Account Balance: $500,000
  • Advisor / Client Ratio: 1:61

The Stanich Group

Trust
Score

85


  • Minimum Investment: $100,000
  • Avg Account Balance: $400,000
  • Advisor / Client Ratio: 1:43

V3Limited

Trust
Score

85


  • Minimum Investment: $500,000
  • Avg Account Balance: $4,800,000
  • Advisor / Client Ratio: 1:23

Rhame & Gorrell Wealth Management

Trust
Score

85


  • Minimum Investment: $347,826
  • Avg Account Balance: $1,100,000
  • Advisor / Client Ratio: 1:62

Kovitz Investment Group Partners

Trust
Score

85


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,000,000
  • Advisor / Client Ratio: 1:47

Fieldstone Financial Management Group

Trust
Score

85


  • Minimum Investment: $250,000
  • Avg Account Balance: $800,000
  • Advisor / Client Ratio: 1:31

CCV

Trust
Score

85


  • Minimum Investment: $0
  • Avg Account Balance: $6,300,000
  • Advisor / Client Ratio: 1:3

Sterling Wealth Advisors

Trust
Score

85


  • Minimum Investment: $0
  • Avg Account Balance: $1,800,000
  • Advisor / Client Ratio: 1:20

Copper Harbor Investment Advisors

Trust
Score

85


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,900,000
  • Advisor / Client Ratio: 1:35

Institutional Investment Advisors Corp

Trust
Score

85


  • Minimum Investment: $35,000
  • Avg Account Balance: $300,000
  • Advisor / Client Ratio: 1:129
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