Advisory Firms (RIAs) Search

51-60 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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Guided Choice Asset Management

Trust
Score

98

GuidedChoice Asset Management, in business since 1999, was founded on the principle that everyone deserves a trusted partner to help them re...


  • Minimum Investment: $0
  • Avg Account Balance: $100,000
  • Advisor / Client Ratio: 1:39110

Wealthcare Capital Management

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $500,000
  • Advisor / Client Ratio: 1:82

RAA

Trust
Score

98


  • Minimum Investment: $250,000
  • Avg Account Balance: $800,000
  • Advisor / Client Ratio: 1:39

Strategic Capital Advisers

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $24,800,000
  • Advisor / Client Ratio: 1:30

The Welch Group

Trust
Score

98

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of his Birmingham, Alabama community. As he a...


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:77

Paul Comstock Partners

Trust
Score

98


  • Minimum Investment: $5,000,000
  • Avg Account Balance: $17,900,000
  • Advisor / Client Ratio: 1:17

Linscomb & Williams

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,700,000
  • Advisor / Client Ratio: 1:81

Summit Financial Strategies

Trust
Score

98


  • Minimum Investment: $333,333
  • Avg Account Balance: $1,500,000
  • Advisor / Client Ratio: 1:59

Wedgewood Partners

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,400,000
  • Advisor / Client Ratio: 1:227

Seaward Management

Trust
Score

98


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