Advisory Firms (RIAs) Search

4601-4610 of 6,495 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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Clare Market Investments

Trust
Score

86


  • Minimum Investment: $0
  • Avg Account Balance: $900,000
  • Advisor / Client Ratio: 1:44

Justinvest

Trust
Score

86


  • Minimum Investment: $100,000
  • Avg Account Balance: $1,600,000
  • Advisor / Client Ratio: 1:44

Old Bridge Capital Management Private Limited

Trust
Score

86


  • Minimum Investment: $2,500,000
  • Avg Account Balance: $700,000
  • Advisor / Client Ratio: 1:112

Socha Financial Group

Trust
Score

86


  • Minimum Investment: $0
  • Avg Account Balance: $300,000
  • Advisor / Client Ratio: 1:177

Aspire Planning Associates

Trust
Score

86


  • Minimum Investment: $0
  • Avg Account Balance: $400,000
  • Advisor / Client Ratio: 1:61

Castle Financial & Retirement Planning Associates

Trust
Score

85


  • Minimum Investment: $250,000
  • Avg Account Balance: $500,000
  • Advisor / Client Ratio: 1:144

Kiker Wealth Management

Trust
Score

85


  • Minimum Investment: $0
  • Avg Account Balance: $200,000
  • Advisor / Client Ratio: 1:222

Benchmark Wealth Management

Trust
Score

85


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,000,000
  • Advisor / Client Ratio: 1:126

Patton Albertson Miller Group

Trust
Score

85


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,700,000
  • Advisor / Client Ratio: 1:38

Nauset Wealth Management

Trust
Score

85


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,800,000
  • Advisor / Client Ratio: 1:50
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