Advisory Firms (RIAs) Search

61-70 of 4,211 results for Managed Investing
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North Star Asset Management

Trust
Score

98


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

Farr Miller & Washington

Trust
Score

98

Farr, Miller & Washington, founded in 1996, is a 100% employee-owned investment management firm headquartered in Washington, DC. Their clien...


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,300,000
  • Advisor / Client Ratio: 1:80

Cornerstone Advisors

Trust
Score

98

Cornerstone, a fee-based SEC-registered investment adviser, was founded in part to deliver high-touch service in a high-tech world. They bel...


  • Minimum Investment: $-1
  • Avg Account Balance: $3,000,000
  • Advisor / Client Ratio: 1:35

Montag

Trust
Score

98


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

Abacus Planning Group

Trust
Score

98

Abacus Planning Group, founded in 1998, is an SEC-registered investment adviser headquartered in Columbia, South Carolina. The investment ad...


  • Minimum Investment: $-1
  • Avg Account Balance: $4,400,000
  • Advisor / Client Ratio: 1:14

Guyasuta Investment Advisorsorporated

Trust
Score

98


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

Stearns Financial Group

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,100,000
  • Advisor / Client Ratio: 1:42

Pittenger & Anderson

Trust
Score

98


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

RegentAtlantic

Trust
Score

98

RegentAtlantic provides clients with a broad range of wealth management services, including financial planning and ongoing investment manage...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,200,000
  • 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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