Advisory Firms (RIAs) Search

1-10 of 142 results for Managed Investing | Portfolio Value: 100,000 | Services Offered: Offers Portfolio Management | Compensation: Fee Only | Criminal History: No | Custodian: 5 selected
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Vanguard Advisers

Trust
Score

95

Vanguard Advisers, an SEC-registered advisor, provides investment advisory services to a wide variety of clients. They have a fiduciary duty...


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  • Estimated Annual Fee: $300
  • Total AUM: $107.80 Billion
  • Year Founded: 1995
  • Advisor / Client Ratio: 1:894

Financial Engines Advisors

Trust
Score

90

Financial Engines Advisors provides technology-enabled comprehensive financial advisory services, including financial planning, investment m...


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  • Estimated Annual Fee: $1,500
  • Total AUM: $138.00 Billion
  • Year Founded: 1998
  • Advisor / Client Ratio: 1:32410

SEI Investments Management Corp

Trust
Score

89

SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment pro...


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  • Estimated Annual Fee: $900
  • Total AUM: $166.90 Billion
  • Year Founded: 1985
  • Advisor / Client Ratio: 1:253

Fisher Investments

Trust
Score

86

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


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  • Estimated Annual Fee: $1,250
  • Total AUM: $71.79 Billion
  • Year Founded: 1987
  • Advisor / Client Ratio: 1:41

Plante Moran Financial Advisors

Trust
Score

82

Plante Moran Financial Advisors, LLC is an investment advisor registered with the United States Securities and Exchange Commission engaged i...


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  • Estimated Annual Fee: $900
  • Total AUM: $12.80 Billion
  • Year Founded: 1993
  • Advisor / Client Ratio: 1:26

Moss Adams Wealth Advisors

Trust
Score

82

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity...


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  • Estimated Annual Fee: $1,250
  • Total AUM: $2.14 Billion
  • Year Founded: 2000
  • Advisor / Client Ratio: 1:42

People's Securities

Trust
Score

81

Gerstein Fisher, purchased by People's United Bank in 2016, was founded in 1993 as an investment management and advisory firm. They take an ...


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  • Estimated Annual Fee: $1,000
  • Total AUM: $2.81 Billion
  • Year Founded: 2004
  • Advisor / Client Ratio: 1:43

BMO Harris Financial Advisors

Trust
Score

81

BMO Harris Financial Advisors, Inc. is headquartered in Chicago, Illinois, and was formed in August 2005. BMO Harris Financial Advisors offe...


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  • Estimated Annual Fee: $1,500
  • Total AUM: $12.19 Billion
  • Year Founded: 2005
  • Advisor / Client Ratio: 1:88

Fifth Third Securities

Trust
Score

80

Fifth Third Securities is a broker-dealer registered with the Financial Industry Regulatory Authority, and a registered investment adviser w...


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  • Estimated Annual Fee: $2,000
  • Total AUM: $887.79 Million
  • Year Founded: 2004
  • Advisor / Client Ratio: 1:26

Cliftonlarsonallen Wealth Advisors

Trust
Score

80

CliftonLarsonAllen Wealth Advisors is an investment advisor registered with the U.S. Securities and Exchange Commission since 2000. They are...


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  • Estimated Annual Fee: $1,000
  • Total AUM: $2.88 Billion
  • Year Founded: 2000
  • Advisor / Client Ratio: 1:47
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