Advisory Firms (RIAs) Search

61-70 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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Disciplinary History

EPG Incorporated

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $38,400,000
  • Advisor / Client Ratio: 1:12

Brighton Jones

Trust
Score

98

Brighton Jones, LLC was formed in the State of Washington that became registered as an Investment Adviser Firm in January 2000. They knew fr...


  • Minimum Investment: $480,000
  • Avg Account Balance: $3,100,000
  • Advisor / Client Ratio: 1:24

Evergreen Capital Management

Trust
Score

98

Evergreen Gavekal is an independent registered investment advisor serving high-net-worth individuals, families, and endowments. Their sole p...


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $3,000,000
  • Advisor / Client Ratio: 1:40

LBMC Investment Advisors

Trust
Score

98


  • Minimum Investment: $200,000
  • Avg Account Balance: $2,800,000
  • Advisor / Client Ratio: 1:62

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
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