Advisory Firms (RIAs) Search

41-50 of 5,953 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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Willow Creek Wealth Management

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,300,000
  • Advisor / Client Ratio: 1:108

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

C.W. Henderson & Associates

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,600,000
  • Advisor / Client Ratio: 1:176

Karpus Investment Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $2,300,000
  • Advisor / Client Ratio: 1:1359

Sage Advisory Services CO

Trust
Score

98


  • Minimum Investment: $100,000
  • Avg Account Balance: $4,600,000
  • Advisor / Client Ratio: 1:63

Portfolio Solutions

Trust
Score

98

Portfolio Solutions has been offering low-cost passive investment solutions since 1999 and manages more than $1.5 billion in client investme...


  • Minimum Investment: $500,000
  • Avg Account Balance: $2,200,000
  • Advisor / Client Ratio: 1:89

Mainstay Capital Management

Trust
Score

98


  • Minimum Investment: $200,000
  • Avg Account Balance: $700,000
  • Advisor / Client Ratio: 1:213

Sand Hill Global Advisors

Trust
Score

98


  • Minimum Investment: $2,500,000
  • Avg Account Balance: $6,600,000
  • Advisor / Client Ratio: 1:28
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