Advisory Firms (RIAs) Search

81-90 of 4,023 results for Managed Investing
Sort by:
filter_list Filter
State
Compensation
Disciplinary History

Summit Financial Strategies

Trust
Score

98


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

Seaward Management

Trust
Score

98


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

Capital Directions

Trust
Score

97


  • Minimum Investment: $150,000
  • Avg Account Balance: $1,700,000
  • Advisor / Client Ratio: 1:165

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

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

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

Valeo Financial Advisors

Trust
Score

97


  • Minimum Investment: $250,000
  • Avg Account Balance: $2,500,000
  • Advisor / Client Ratio: 1:32
×

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.