Advisory Firms (RIAs) Search

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Planning Alternatives

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:51

Bedel Financial Consulting

Trust
Score

98


  • Minimum Investment: $476,190
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:73

Badgley Phelps Wealth Managers

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,900,000
  • Advisor / Client Ratio: 1:37

Northeast Financial Consultants

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $12,600,000
  • Advisor / Client Ratio: 1:106

Chilton Capital Management

Trust
Score

98


  • Minimum Investment: $375,000
  • Avg Account Balance: $1,600,000
  • Advisor / Client Ratio: 1:46

Bridgewater Advisors

Trust
Score

98


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $3,200,000
  • Advisor / Client Ratio: 1:209

Ferguson Wellman Capital Management

Trust
Score

98

For more than 40 years, Ferguson Wellman Capital Management has designed and managed customized investment portfolios for clients’ IRAs, t...


  • Minimum Investment: $3,000,000
  • Avg Account Balance: $6,000,000
  • Advisor / Client Ratio: 1:38

Gamble Jones Investment Counsel

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,100,000
  • Advisor / Client Ratio: 1:90

TCI Wealth Advisors

Trust
Score

98

As an independent, fee-only advisory firm providing comprehensive, long-term financial planning, TCI strives to provide service excellence t...


  • Minimum Investment: $100,000
  • Avg Account Balance: $1,100,000
  • Advisor / Client Ratio: 1:90

JMG Financial Group

Trust
Score

98


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