Advisory Firms (RIAs) Search

61-70 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
Sort by:
filter_list Filter
State
Compensation
Disciplinary History

Strategic Investment Counsel Corp

Trust
Score

97


  • Minimum Investment: $2,000,000
  • Avg Account Balance: $155,000,000
  • Advisor / Client Ratio: 1:9

Williams, Jones & Associates

Trust
Score

97


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $5,000,000
  • Advisor / Client Ratio: 1:100

Wilbanks, Smith & Thomas Asset Management

Trust
Score

97

Since its establishment in 1990, Wilbanks Smith & Thomas has sought to nurture a culture of progress and innovation anchored by diligent res...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $1,500,000
  • Advisor / Client Ratio: 1:112

Wasmer, Schroeder & Company

Trust
Score

97


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,900,000
  • Advisor / Client Ratio: 1:171

Parallel Advisors

Trust
Score

97


  • Minimum Investment: $0
  • Avg Account Balance: $1,200,000
  • Advisor / Client Ratio: 1:68

Ogorek Wealth Management

Trust
Score

97


  • Minimum Investment: $500,000
  • Avg Account Balance: $2,000,000
  • Advisor / Client Ratio: 1:45

Zevenbergen Capital Investments

Trust
Score

97


  • Minimum Investment: $500,000
  • Avg Account Balance: $10,000,000
  • Advisor / Client Ratio: 1:15

Neumeier Poma Investment Counsel

Trust
Score

97


  • Minimum Investment: $20,000,000
  • Avg Account Balance: $20,100,000
  • Advisor / Client Ratio: 1:14

Cornerstone Advisors Asset Management

Trust
Score

97


  • Minimum Investment: $500,000
  • Avg Account Balance: $12,100,000
  • Advisor / Client Ratio: 1:23

Moneta Group Investment Advisors

Trust
Score

97

Moneta provides financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement plannin...


  • Minimum Investment: $0
  • Avg Account Balance: $4,300,000
  • Advisor / Client Ratio: 1:39
×

Connect

Show Direct Website
Log in or Register to have this company reach out.
IMPORTANT: investor.com is not compensated for any referrals. Your information is completely confidential and only shared with the company you request via the format you specify.