Advisory Firms (RIAs) Search

31-40 of 3,873 results for Managed Investing | Portfolio Value: 100,000 | Services Offered: Offers Portfolio Management | Compensation: Fee Only | Disciplinary History: No | Custodian: 5 selected
Sort by:
filter_list Filter
State
Portfolio Value
Compensation
Disciplinary History
Custodian

Diversified Management

Trust
Score

86

Diversified Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 7 advi...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $6,250
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:80

Sullivan, Bruyette, Speros & Blayney

Trust
Score

86

Sullivan, Bruyette, Speros & Blayney, federally registered in 1991, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed ...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: N/A
  • Total AUM: $3 billion
  • Advisor / Client Ratio: 1:78

Condor Capital Wealth Management

Trust
Score

86

Condor Capital Wealth Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staf...


  • Minimum Investment: $250,000
  • Estimated Annual Fee: $2,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:117

Certified Advisory Corp

Trust
Score

86

Certified Advisory Corp, federally registered in 2002, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 15 a...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $1,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:110

LWI Financial

Trust
Score

86

LWI Financial, federally registered in 1998, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 41 advisors. L...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $2,600
  • Total AUM: $17 billion
  • Advisor / Client Ratio: 1:618

Legacy Wealth Management

Trust
Score

86

Legacy Wealth Management, federally registered in 1982, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 17 ...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $5,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:55

BSW Wealth Partners

Trust
Score

86

BSW Wealth Partners, federally registered in 1994, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 14 adviso...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $10,000
  • Total AUM: $951 million
  • Advisor / Client Ratio: 1:19

Norris Perne & French

Trust
Score

86

Norris Perne & French, federally registered in 1984, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 6 advi...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $4,500
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:103

Boys Arnold & Co

Trust
Score

86

Boys Arnold & Co, federally registered in 1977, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 7 advisors....


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $12,000
  • Total AUM: $1 billion
  • Advisor / Client Ratio: 1:55

Mainstay Capital Management

Trust
Score

86

Mainstay Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of ...


  • Minimum Investment: $200,000
  • Estimated Annual Fee: $2,600
  • Total AUM: $2 billion
  • Advisor / Client Ratio: 1:241
×

Connect

Show Direct Website
Log in or Register to have this company reach out.
IMPORTANT: investor.com is not compensated for any referrals. Your information is completely confidential and only shared with the company you request via the format you specify.
Feedback