Advisory Firms (RIAs) Search

4351-4360 of 4,397 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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Custodian

Wolfson Wealth Management

Trust
Score

61

Wolfson Wealth Management, federally registered in 2016, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 a...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $51 million
  • Advisor / Client Ratio: 1:75

Sterling Manor Financial

Trust
Score

61

Sterling Manor Financial, federally registered in 2016, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 ad...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $71 million
  • Advisor / Client Ratio: 1:107

Nest Egg

Trust
Score

61

Nest Egg, federally registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Nest Egg...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,250
  • Total AUM: $989,528.00
  • Advisor / Client Ratio: 1:8

Variant Private Wealth

Trust
Score

61

Variant Private Wealth, federally registered in 2017, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advi...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $3,750
  • Total AUM: $96 million
  • Advisor / Client Ratio: 1:60

Marathon Mission Wealth Management

Trust
Score

61

Marathon Mission Wealth Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed sta...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,750
  • Total AUM: $57 million
  • Advisor / Client Ratio: 1:170

QBI Financial

Trust
Score

61

QBI Financial, federally registered in 2017, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 1 advisors. QB...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: N/A
  • Total AUM: $15 million
  • Advisor / Client Ratio: 1:93

J. Mandwelle Capital Management

Trust
Score

61

J. Mandwelle Capital Management, federally registered in 2018, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,200
  • Total AUM: $26 million
  • Advisor / Client Ratio: 1:59

United Advisors America Corporation

Trust
Score

61

United Advisors America Corporation, federally registered in 2018, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed s...


  • Minimum Investment: $10,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $44 million
  • Advisor / Client Ratio: 1:32

Transparent Wealth Consulting

Trust
Score

61

Transparent Wealth Consulting, federally registered in 2017, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $6,000
  • Total AUM: $35 million
  • Advisor / Client Ratio: 1:119

Advisor Financial Services

Trust
Score

61

Advisor Financial Services, federally registered in 2018, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 1 ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,000
  • Total AUM: $26 million
  • Advisor / Client Ratio: 1:252
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