Advisory Firms (RIAs) Search

4611-4620 of 6,499 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

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

Rezny Wealth Management

Trust
Score

85


  • Minimum Investment: $500,000
  • Avg Account Balance: $700,000
  • Advisor / Client Ratio: 1:113

The Harvest Group

Trust
Score

85


  • Minimum Investment: $0
  • Avg Account Balance: $600,000
  • Advisor / Client Ratio: 1:113

Wealhouse Capital Limited Partnership

Trust
Score

85


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $78,300,000
  • Advisor / Client Ratio: 1:2

Rowland & Company

Trust
Score

85


  • Minimum Investment: $100,000
  • Avg Account Balance: $1,500,000
  • Advisor / Client Ratio: 1:105

Lowin, Leeam

Trust
Score

85


  • Minimum Investment: $0
  • Avg Account Balance: $5,600,000
  • Advisor / Client Ratio: 1:17

Yeomans Consulting Group

Trust
Score

85


  • Minimum Investment: $50,000
  • Avg Account Balance: $400,000
  • Advisor / Client Ratio: 1:84

Canter Strategic Wealth Management

Trust
Score

85


  • Minimum Investment: $250,000
  • Avg Account Balance: $200,000
  • Advisor / Client Ratio: 1:6

Warnke/Nichols

Trust
Score

85


  • Minimum Investment: $0
  • Avg Account Balance: $1,800,000
  • Advisor / Client Ratio: 1:39
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