Advisory Firms (RIAs) Search

1-10 of 3,819 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
Portfolio Value
Compensation
Disciplinary History
Custodian

Financial Engines Advisors

Trust
Score

94

Financial Engines Advisors, federally registered in 1998, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 3...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $1,500
  • Total AUM: $169.40 billion
  • Advisor / Client Ratio: 1:3159

Vanguard Personal Advisor Services

Trust
Score

92

Vanguard Personal Advisor Services, federally registered in 1995, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed st...


  • Minimum Investment: $50,000
  • Estimated Annual Fee: $300
  • Total AUM: $151.09 billion
  • Advisor / Client Ratio: 1:1036

Fisher Investments

Trust
Score

90

Fisher Investments, federally registered in 1987, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 966 advis...


  • Minimum Investment: $500,000
  • Estimated Annual Fee: $6,250
  • Total AUM: $96.03 billion
  • Advisor / Client Ratio: 1:44

Moss Adams Wealth Advisors

Trust
Score

89

Moss Adams Wealth Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 2...


  • Minimum Investment: $0
  • Estimated Annual Fee: $1,250
  • Total AUM: $2.35 billion
  • Advisor / Client Ratio: 1:46

Charles Schwab Investment Advisory

Trust
Score

89

Charles Schwab Investment Advisory, federally registered in 2009, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed st...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: N/A
  • Total AUM: $68.83 billion
  • Advisor / Client Ratio: 1:5965

Index Fund Advisors

Trust
Score

89

Index Fund Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advis...


  • Minimum Investment: $100,000
  • Estimated Annual Fee: $900
  • Total AUM: $3.83 billion
  • Advisor / Client Ratio: 1:124

Etrade Capital Management

Trust
Score

89

Etrade Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 0 ...


  • Minimum Investment: $5,000
  • Estimated Annual Fee: N/A
  • Total AUM: $5.44 billion
  • Advisor / Client Ratio: N/A

TD Ameritrade

Trust
Score

89

TD Ameritrade, federally registered in 1998, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 0 (unknown) ad...


  • Minimum Investment: $25,000
  • Estimated Annual Fee: $1,000
  • Total AUM: $16.67 billion
  • Advisor / Client Ratio: N/A

Plante Moran Financial Advisors

Trust
Score

88

Plante Moran Financial Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff...


  • Minimum Investment: $777,778
  • Estimated Annual Fee: $7,000
  • Total AUM: $14.32 billion
  • Advisor / Client Ratio: 1:26

Dowling & Yahnke

Trust
Score

88

Dowling & Yahnke, federally registered in 1987, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 16 advisors...


  • Minimum Investment: $1,000,000
  • Estimated Annual Fee: $8,500
  • Total AUM: $3.98 billion
  • Advisor / Client Ratio: 1:73
×

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.
Feedback