Advisory Firms (RIAs) Search

31-40 of 5,968 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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Mercer Advisors

Trust
Score

98

Established in 1985, Mercer Global Advisors is a total wealth management firm with a national presence.They are a fee-only, multi-disciplina...


  • Minimum Investment: $250,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:36

BSW Wealth Partners

Trust
Score

98

BSW Wealth Partners is a multi-family office and wealth advisory firm serving national and international clientele from offices in Boulder a...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,600,000
  • Advisor / Client Ratio: 1:18

Private Vista

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,600,000
  • Advisor / Client Ratio: 1:44

Fiduciary Management

Trust
Score

98


  • Minimum Investment: $3,000,000
  • Avg Account Balance: $16,300,000
  • Advisor / Client Ratio: 1:105

Smith, Salley & Associates

Trust
Score

98


  • Minimum Investment: $250,000
  • Avg Account Balance: $3,100,000
  • Advisor / Client Ratio: 1:34

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: $3,400,000
  • Advisor / Client Ratio: 1:52

Boys Arnold & Co

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,800,000
  • Advisor / Client Ratio: 1:44
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