Advisory Firms (RIAs) Search

4621-4627 of 4,627 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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BDO Wealth Advisors

Trust
Score

69

BDO Wealth Advisors, federally registered in 2016, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 10 advis...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $833.4 million
  • Advisor / Client Ratio: 1:131

Corecap Advisors

Trust
Score

69

Corecap Advisors, federally registered in 2011, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 120 advisor...


  • Minimum Investment: $0
  • Estimated Annual Fee: N/A
  • Total AUM: $700.0 million
  • Advisor / Client Ratio: 1:31

Northland Asset Management

Trust
Score

68

Northland Asset Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 2...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: N/A
  • Total AUM: $99.0 million
  • Advisor / Client Ratio: 1:15

Feltl Advisors

Trust
Score

68

Feltl Advisors, federally registered in 2012, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 20 advisors. ...


  • Minimum Investment: $0
  • Estimated Annual Fee: $3,750
  • Total AUM: $96.3 million
  • Advisor / Client Ratio: 1:27

TD Private Client Wealth

Trust
Score

68

TD Private Client Wealth, federally registered in 2013, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 149...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $7,500
  • Total AUM: $3.2 billion
  • Advisor / Client Ratio: 1:19

Hawkins Wealth Management

Trust
Score

66

Hawkins Wealth Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 5 a...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $7,550
  • Total AUM: $211.3 million
  • Advisor / Client Ratio: 1:85

Sanders Morris Harris

Trust
Score

64

Sanders Morris Harris, federally registered in 2006, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 6 advi...


  • Minimum Investment: $0
  • Estimated Annual Fee: $3,000
  • Total AUM: $186.3 million
  • Advisor / Client Ratio: 1:51
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