Companies similar to ORCHID
Sign up to Download

1-30 of 4,871,473 results

  • www.orchidwealthmanagement.com
  • 1
  • 1
  • 1
Orchid was founded to help individuals and companies reach their financial goals. We are an independent Registered Investment Advisor (RIA). We are also a Fiduciary Financial Advisor. As an RIA, Orchid is held to a fiduciary standard meaning the..

Relevance: 49.8893
  • fidelisim.com
  • 1
FIDELIS iM is the only local investment firm leveraging an exclusive Preferred Provider Retirement Alliance SM for medical plan management... FIDELIS iM is a fiduciary advisor to all of our clients as a Registered Investment Advisor (RIA). Since our..

Relevance: 33.551407
  • passivecapital.com
  • 2
  • 6
PCM is a fee-only Registered Investment Advisor (RIA) and, as such, we are obligated to act as a fiduciary. In this capacity, any advice that we provide is required to be in our clients' best interest. Since we are a fee-only advisor, we do not..

Relevance: 32.787464
  • www.prevailfp.com
  • 1
  • 1
Prevail Financial Partners is an independent, fee-only Registered Investment Advisor (RIA) firm. It operates strictly under a fiduciary standard. Regulatory oversight is provided by the Minnesota Department of Commerce...

Relevance: 32.04103
  • mcshanepartners.com
  • 5
  • 1
  • 6
McShane Partners is a privately-owned registered investment advisor ("RIA") dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families... McShane Partners is an exclusive wealth..

Relevance: 31.475883
  • www.riverbendinvestments.com
  • 1
Founded in 2006, Riverbend Investment Management is a Registered Investment Advisor (RIA) and acts in a fiduciary capacity with all our clients... Riverbend Investment Management is a Registered Investment Advisor (RIA), established in 2006 with the..

Relevance: 31.256836
  • www.clevelandhauswirth.com
  • 2
  • 2
  • 1
We're an independent, SEC registered investment advisor (RIA) specializing in customized investment management and education services... Our investment philosophy and process are anchored in the principles of Modern Portfolio Theory, broadly defined..

Relevance: 31.180077
  • mcdcap.com
  • 1
  • 1
  • 5
McDonald Capital Management (MCM) is an independent Registered Investment Advisory (RIA) firm based in Lubbock, Texas... Founded in 1990, MCM serves as an independent Registered Investment Advisory (RIA) firm in Lubbock, TX. We do things different..

Relevance: 30.597624
  • atlascapitalmgt.com
  • 1
  • 1
Independent, locally owned, and free of any conflicts of interest. It is our fiduciary duty to put our clients' interests first. We are a fee-only advisor and a Registered Investment Advisor (RIA) for 10 years. We can never work on commissions and..

Relevance: 30.147543
  • www.sanchezwealth.com
  • 4
  • 1
  • 4
Sanchez Wealth Management Group, LLC is a registered investment advisor. Sanchez Wealth Management Group, LLC does not provide tax or legal advice... At Sanchez Wealth Management Group, we are committed to your financial well-being. We are a..

Relevance: 29.9443
  • www.mcmurraywhitney.com
  • 3
  • 5
  • 3
Brad McMurray is a Retirement Planning Specialist, Fiduciary and CERTIFIED FINANCIAL PLANNER™ Professional in Minneapolis, MN... Retirement is the biggest financial decision you make. We are retirement planning specialists which requires skill and..

Relevance: 29.758331
  • www.mcmurraywhitney.com
  • 3
  • 5
  • 3
Retirement is the biggest financial decision you make. We are retirement planning specialists which requires skill and training that the average financial advisor doesn't have. To Retire Confidently you need a specialist... As a Registered..

Relevance: 29.714735
  • oxfordplanning.com
  • 3
  • 1
  • 2
Oxford Planning Group was founded by advisor Shaun Eddy, CFP®, MSFA, AIF®, who brings over 25 years of experience to our financial planning firm... Oxford Planning Group is a Registered Investment Advisor (RIA) firm regulated directly by the..

Relevance: 29.708374
  • tahoeinvestor.com
  • 1
Of the approximate 310,000 financial advisors in the US, only about 10% are legally required to put your interests first. They are called "Registered Investment Advisors" or RIAs for short. Typically, RIA's work on a fee based scheduled and not on..

Relevance: 29.633446
  • elevateyourplanning.com
  • 2
  • 1
  • 6
Elevated Capital Advisors, LLC is an SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system by treating clients the way we want to be treated, as a true fiduciary... Elevated Capital..

Relevance: 29.502003
  • www.schmidtwealth.com
  • 1
  • 7
At Schmidt Wealth Management, we take great care in assembling a team of financial professionals and fiduciary advisors who will work together to make sure all aspects of your financial life are being addressed... For over 35 years we have been..

Relevance: 29.496553
  • benedictfinancial.com
  • 9
  • 2
  • 1
We are an Atlanta based Registered Investment Advisor focusing on fee-based Investment Management and Retirement Income Planning. We are a team committed to serving our clients' best interest. As an independent, privately-owned Registered Investment..

Relevance: 29.35644
  • bluechipmacro.com
  • 3
  • 2
  • 2
Blue Chip Macro is an independent fee only Registered Investment Financial Advisor and is based in Santa Monica, California. We are registered in California and Texas and primarily serve the Los Angeles area. Being a Registered Investment Advisor..

Relevance: 29.080772
  • www.joelsmithllc.com
  • 1
  • 1
Joel Smith & Associates, LLC is a Registered Investment Advisor company based in Atlanta, Georgia, offering personal attention and professional service, which is independent and objective, to clients in multiple states... Joel Smith & Associates,..

Relevance: 29.055191
  • hylinewealth.com
  • 1
  • 1
HyLine Wealth is a Registered Investment Advisory (RIA) firm located in Sioux Falls, SD. We help people make the most of their savings by using low-cost investments and tax-efficient accounts. And we take pride in bringing our clients ideas and..

Relevance: 29.034885
  • alaskaretirementsolutions.com
  • 1
  • 1
  • 1
Alaska Retirement Solutions is an Alaska born Registered Investment Advisor (RIA) located in Anchorage Alaska. We understand as an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online..

Relevance: 28.981092
  • www.bluefininvest.com
  • 1
Bluefin Investment Management, LLC is an independent, fee-only investment management firm located in Ponte Vedra Beach, Florida... This means Bluefin is not backed by a bank or outside owner that would create a conflict of interest. We are a..

Relevance: 28.60037
  • www.mannfinancialmn.com
  • 1
  • 1
  • 1
Founded in 2000, Mann Financial Group and its advisors have 40 years of combined experience providing financial planning services to families, foundations, and businesses. In 2019 the firm became a Registered Investment Advisor (RIA) under which we..

Relevance: 28.410076
  • www.tolsmainvestments.com
  • 1
  • 1
I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, an SEC registered investment advisor (RIA) domiciled in Washington State. This..

Relevance: 28.35097
  • www.cairninvestment.com
  • 1
  • 3
  • 11
Cairn Investment Group is an independent, fee-only, Registered Investment Advisor based in Portland, Oregon... Cairn Investment Group is a fee only Registered Investment Advisor (RIA) based in Portland, Oregon. We provide fiduciary financial..

Relevance: 28.166426
  • masswealth.com
  • 1
  • 1
  • 4
We are long term investors and are interested in prompt executions. We believe successful investing, over time, involves attention to business cycles, price, and active asset allocation... We are a Registered Investment Advisor (RIA) which means we..

Relevance: 28.146294
  • spectrumalliance.com
  • 8
  • 2
  • 4
Not all financial advisors are fiduciaries. SFA is a true fiduciary firm. As a Registered Investment Advisor (RIA), we have a fiduciary duty, which means we are legally required to always put our client's interests above our own... We are a..

Relevance: 28.031258
  • www.nayloram.com
  • 2
  • 2
  • 2
Naylor Asset Management is a Registered Investment Advisor (RIA) in the state of Minnesota offering financial planning and asset management. As a RIA it is our fiduciary responsibility and fundamental obligation to provide suitable investment advice..

Relevance: 28.022636
  • www.libertyfa.com
Liberty Financial Advisors, LLC is a Registered Investment Advisor (RIA), offering investment advice to individuals, families, and business owners. As a fiduciary, our clients have placed their highest trust and confidence in Liberty to manage and..

Relevance: 28.009935
  • www.aresfinancialconsulting.com
  • 1
Ares Financial Consulting, a Registered Investment Advisor (RIA), is dedicated to empowering financial well-being through fiduciary services for individuals, families, businesses... By continuing, you will redirect from the Ares Financial Consulting..

Relevance: 27.941406