Advisory Firms (RIAs) Search

41-50 of 6,499 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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JMG Financial Group

Trust
Score

98


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

North Star Asset Management

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $800,000
  • Advisor / Client Ratio: 1:137

Provident Trust Company

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,600,000
  • Advisor / Client Ratio: 1:293

Montag

Trust
Score

98


  • Minimum Investment: $3,000,000
  • Avg Account Balance: $4,300,000
  • Advisor / Client Ratio: 1:34

CCM Investment Advisers

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $3,400,000
  • Advisor / Client Ratio: 1:135

Marquette Associates

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $81,600,000
  • Advisor / Client Ratio: 1:27

Guyasuta Investment Advisorsorporated

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,700,000
  • Advisor / Client Ratio: 1:30

Breckinridge Capital Advisors

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $2,400,000
  • Advisor / Client Ratio: 1:559

Pittenger & Anderson

Trust
Score

98


  • Minimum Investment: $100,000
  • Avg Account Balance: $2,500,000
  • Advisor / Client Ratio: 1:50

Foster Group

Trust
Score

98

Since their founding in 1989, Foster Group has made choices based on what’s right for their clients, a trait that's deeply ingrained in th...


  • Minimum Investment: $300,000
  • Avg Account Balance: $1,500,000
  • Advisor / Client Ratio: 1:51
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