Advisory Firms (RIAs) Search

31-40 of 6,480 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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Smith, Salley & Associates

Trust
Score

98


  • Minimum Investment: $250,000
  • Avg Account Balance: $3,100,000
  • Advisor / Client Ratio: 1:41

John G. Ullman & Associates

Trust
Score

98


  • Minimum Investment: $250,000
  • Avg Account Balance: $1,000,000
  • Advisor / Client Ratio: 1:255

NorthCoast Asset Management

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $400,000
  • Advisor / Client Ratio: 1:320

Norris Perne & French

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,700,000
  • Advisor / Client Ratio: 1:103

Terry Mcdaniel & Company

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,700,000
  • Advisor / Client Ratio: 1:103

Boys Arnold & Co

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,600,000
  • Advisor / Client Ratio: 1:46

Willow Creek Wealth Management

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,300,000
  • Advisor / Client Ratio: 1:109

Acropolis Investment Management

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:32

Balasa Dinverno Foltz

Trust
Score

98

Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm. They manage approximately $3 billion in assets for busines...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,200,000
  • Advisor / Client Ratio: 1:31

Boston Financial Management

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,900,000
  • Advisor / Client Ratio: 1:48
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