Advisory Firms (RIAs) Search

51-60 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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Foster & Motley

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,100,000
  • Advisor / Client Ratio: 1:35

Index Fund Advisors

Trust
Score

98

Index Fund Advisors is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversifie...


  • Minimum Investment: $100,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:138

Palisades Hudson Asset Management

Trust
Score

98


  • Minimum Investment: $500,000
  • Avg Account Balance: $9,200,000
  • Advisor / Client Ratio: 1:18

Bahl & Gaynor

Trust
Score

98


  • Minimum Investment: $750,000
  • Avg Account Balance: $17,300,000
  • Advisor / Client Ratio: 1:35

Mountain Pacific Investment Advisers

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $4,300,000
  • Advisor / Client Ratio: 1:52

Alaska Permanent Capital Management CO

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $36,800,000
  • Advisor / Client Ratio: 1:35

Iron Capital Advisors

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $22,400,000
  • Advisor / Client Ratio: 1:180

Prudent Management Associates

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $4,200,000
  • Advisor / Client Ratio: 1:79

Beaumont Financial Partners

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,600,000
  • Advisor / Client Ratio: 1:37

Savant Capital Management

Trust
Score

98

Savant Capital Management is a nationally recognized fee-only wealth management firm that has been serving clients since 1986. At Savant, th...


  • Minimum Investment: $400,000
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:69
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