Advisory Firms (RIAs) Search

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

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

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

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

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

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

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

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

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

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