Advisory Firms (RIAs) Search

Trust
Score
98

Gamble Jones Investment Counsel, federally registered in 1990, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff...

• Minimum Investment: $500,000
• Estimated Annual Fee: $5,000
• Total AUM: $1.3 billion
• Advisor / Client Ratio: 1:87

Trust
Score
98

Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of ...

• Minimum Investment: $500,000
• Estimated Annual Fee: $5,000
• Total AUM: $1.0 billion
• Advisor / Client Ratio: 1:89

Trust
Score
98

Warren Averett Asset Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff ...

• Minimum Investment: $1,000,000
• Estimated Annual Fee: $10,000
• Total AUM: $2.5 billion
• Advisor / Client Ratio: 1:40

Trust
Score
98

Montag, federally registered in 1982, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 12 advisors. Montag m...

• Minimum Investment: $3,000,000
• Estimated Annual Fee: $27,000
• Total AUM: $1.8 billion
• Advisor / Client Ratio: 1:29

Trust
Score
98

Steinberg Global Asset Management, federally registered in 1992, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed sta...

• Minimum Investment: $1,000,000
• Estimated Annual Fee: $12,500
• Total AUM: $1.0 billion
• Advisor / Client Ratio: 1:37

Trust
Score
98

Stearns Financial Group, federally registered in 1991, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 11 a...

• Minimum Investment: $1,000,000
• Estimated Annual Fee: $10,000
• Total AUM: $1.1 billion
• Advisor / Client Ratio: 1:54

Trust
Score
98

RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 24 advisors. ...

• Minimum Investment: $1,000,000
• Estimated Annual Fee: N/A
• Total AUM: $3.8 billion
• Advisor / Client Ratio: 1:117

Trust
Score
98

Wealthcare Capital Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 39 state(s) with a licensed staff o...

• Minimum Investment: $0
• Estimated Annual Fee: N/A
• Total AUM: $1.3 billion
• Advisor / Client Ratio: 1:67

Trust
Score
98

B|O|S, federally registered in 1996, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 28 advisors. B|O|S man...

• Minimum Investment: $3,000,000
• Estimated Annual Fee: $26,250
• Total AUM: $4.3 billion
• Advisor / Client Ratio: 1:31

Trust
Score
98

Beaird Harris, federally registered in 1996, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 14 advisors. Be...

• Minimum Investment: $500,000
• Estimated Annual Fee: $5,000
• Total AUM: $1.0 billion
• Advisor / Client Ratio: 1:41