Advisory Firms (RIAs) Search

81-90 of 4,063 results for Managed Investing
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Highland Consulting Associates

Trust
Score

98


  • Minimum Investment: $0
  • Avg Account Balance: $86,400,000
  • Advisor / Client Ratio: 1:9

Pillar Pacific Capital Management

Trust
Score

98


  • Minimum Investment: $1,000,000
  • Avg Account Balance: $2,500,000
  • Advisor / Client Ratio: 1:51

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

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

Fisher Investments

Trust
Score

97

Fisher Investments is a fee-only investment adviser serving institutional and private clients globally. They’ve managed portfolios for ove...


  • Minimum Investment: $500,000
  • Avg Account Balance: $1,600,000
  • Advisor / Client Ratio: 1:46

Williams, Jones & Associates

Trust
Score

97


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