Robo-Advisors
Automated managed portfolio services.
What this category covers
Robo-advisors build and maintain a managed portfolio according to a stated allocation methodology. The main points of comparison are the advisory fee, the underlying fund expenses, account minimums, tax features such as loss harvesting, and the account types supported.
We may earn a commission if you open an account through links on this page. Our editorial analysis is independent and is never influenced by commercial partnerships. Full disclosure.
Platforms in this category (90)
| Platform | Advisory fee | Account minimum | Managed portfolios | Retirement accounts |
|---|---|---|---|---|
| Abacus Wealth Partners | Not documented | No minimum portfolio size. Abacus generally imposes a $5,000 annual minimum fee for financial planning; investment-management-only clients may have a $1,000 annual minimum fee. | Not documented | Not documented |
| Acorns | Not documented | No account-opening minimum for Acorns Invest. Current practical amount needed to begin investing is $5. | Not documented | Yes |
| Allworth Financial | Not documented | No minimum household investment amount for standard investment-management accounts. Allworth's two private funds require $250,000; asset-management accounts are subject to a $2,500 annual minimum fee. | Not documented | Not documented |
| Ally Invest | Not documented | $0 minimum for a standard Ally Invest Self-Directed brokerage account. Robo Portfolios use a separate $100 minimum, and individual securities or products can have their own purchase requirements. | Not documented | Not documented |
| alphaAI Capital | Not documented | Current retail pricing page: $1,000 to start. The firm's 2026 Form CRS states a general $100 minimum and notes some strategies may require more; use $1,000 as the current public retail minimum and preserve the regulatory-document discrepancy in the note. | Not documented | Not documented |
| Angeles Wealth Management | Not documented | Generally $5 million in account assets, which typically produces a $50,000 minimum annual fee; Angeles states minimums and fees may be negotiated and family assets may be aggregated. | Not documented | Not documented |
| Annex Wealth Management | Not documented | No formal firmwide account minimum. Current service tiers target Annex Ignite below $500,000 of investable assets, Comprehensive Wealth at roughly $500,000–$5 million, and Private Client around $5 million+ of investable assets. | Not documented | Not documented |
| Apella Wealth | Not documented | $500,000 minimum initial account value for investment-management services; Apella may accept smaller accounts at its discretion based on circumstances such as anticipated future assets or related accounts. | Not documented | Not documented |
| Aspiriant | Not documented | No absolute account minimum. Aspiriant says it typically provides investment management to clients with portfolios of $1.5 million or more; its standard high-net-worth schedule has a $14,000 minimum annual fee, and smaller relationships may be accepted. | Not documented | Not documented |
| Autopilot | Not documented | $500 minimum advisory account size and $500 minimum investment per selected Portfolio. | Not documented | Not documented |
| BakerAvenue | Not documented | $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million. | Not documented | Not documented |
| Ballentine Partners | Not documented | Ballentine's current public wealth-advisory positioning begins around $4 million in liquid/investment assets for high-net-worth families. Treat $4 million as a service-positioning reference rather than an absolute hard minimum; client agreements and minimum annual fees can differ. | Not documented | Not documented |
| Bartlett Wealth Management | Not documented | Bartlett seeks a $2 million minimum relationship size for Wealth Management accounts but can accept smaller relationships at its discretion. Its $10 million Institutional Fixed Income minimum is a separate service threshold and should not be substituted for the wealth-management minimum. | Not documented | Not documented |
| BBAE | Not documented | No universal minimum is established for BBAE's self-directed brokerage account. The MyAdvisor managed program requires a $2,000 minimum for individual taxable advisory accounts, while BBAE's $5 fractional-share reference is an order-size reference rather than an account minimum. | Not documented | Not documented |
| Beacon Pointe Advisors | Not documented | Beacon Pointe generally requires a $1 million account size for private-client wealth management, but it can reduce or waive the minimum and can combine family accounts to meet it. | Not documented | Not documented |
| Betterment | Not documented | $0 to open automated investing; $100,000 in eligible household investments for Premium; $10 minimum deposit for Cash Reserve. | Not documented | Yes |
| Brighton Jones | Not documented | Brighton Jones' Personal CFO relationship has a $10,000 minimum annual fee; higher minimums can apply and fees are negotiable. The $10,000 figure is a fee floor, not a universal asset-minimum requirement. | Not documented | Not documented |
| CAPTRUST | Not documented | No general firmwide account-size minimum. CAPTRUST's March 2026 Form CRS says it does not require a general minimum account size, although particular services, advisers or relationships can use minimum annual fees or other negotiated requirements. | Not documented | Not documented |
| Carry | Not documented | No single platformwide investment minimum is published. Carry charges annual membership fees—currently $299 for Core and $499 for Pro—while funding and minimum investment amounts depend on the account and underlying security, fund, crypto transaction or self-directed alternative opportunity. | Not documented | Not documented |
| Carson Wealth | Not documented | No universal Carson Wealth account minimum. Current disclosures show model-specific minimums ranging approximately from $5,000 to $250,000, with requirements varying by adviser, strategy and service. | Not documented | Not documented |
| Cerity Partners | Not documented | Cerity Partners generally requires a $2 million minimum portfolio size and a $20,000 minimum annual investment-advisory fee; both can be waived. The separate $25 million+ family-office reference is not the general wealth-management minimum. | Not documented | Not documented |
| Charles Schwab | Not documented | Schwab states that its standard brokerage account has no opening minimum. | Yes | Yes |
| Choreo | Not documented | No hard $1 million minimum. Choreo requests that new investment-advisory clients have at least $1 million of investable assets but states that it does not require that amount; its ordinary annual minimum fee is $8,000 and may be waived or reduced. | Not documented | Not documented |
| Coldstream Wealth Management | Not documented | No universal current hard asset minimum. Coldstream's current disclosure uses a $10,000 annual minimum management fee for Private Wealth and $150,000 for Family Office, both subject to waiver; a stale $2 million relationship figure should not be treated as a current hard minimum. | Not documented | Not documented |
| Composition Wealth | Not documented | $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion. | Not documented | Not documented |
| Compound Planning | Not documented | No single universal minimum is supportable from current public materials. Compound's March 2026 Form CRS states a $25,000 general minimum that is flexible and negotiable, while its live FAQ states a $0 minimum; implementation minimums also include $5,000 for the Managed Foundation Portfolio and $250,000 for Custom Indexing. | Not documented | Not documented |
| Concreit | Not documented | No current verified universal minimum. Older Concreit materials referenced a $1 minimum, but the current 2026 public source package does not clearly establish one live universal entry minimum; current app and offering terms control. | Not documented | Not documented |
| Corient | Not documented | No strict universal client account minimum. Current disclosures show strategy-specific minimums ranging from $250,000 to $5 million, so the applicable strategy and client agreement determine the relevant threshold. | Not documented | Not documented |
| Creative Planning | Not documented | $200,000 general domestic new-client minimum for the core wealth-management relationship, subject to waiver or variation; separate service lines and international relationships can use different thresholds. | Not documented | Not documented |
| Cresset | Not documented | $0 general asset minimum. Certain relationships can be subject to a minimum annual fee equal to the lesser of $25,000 or 2.00% of managed assets; that fee floor is not a universal asset threshold. | Not documented | Not documented |
| Curi Capital | Not documented | No universal current wealth-relationship asset minimum. Standard Wealth Management generally has a $10,000 annual minimum fee that can be waived for some clients; a $1 million legacy/small-institution reference and the separate Wealth Builder fee floor must not be treated as universal entry thresholds. | Not documented | Not documented |
| Dakota Wealth Management | Not documented | No current general account or relationship minimum. Older $1 million and $5 million references are stale and should not be revived as current firmwide thresholds. | Not documented | Not documented |
| dub | Not documented | No universal brokerage-account or Premium Portfolio investment minimum is established. Current funding materials reference a $100 ACH deposit minimum, but that is a transfer minimum rather than an account-opening or advisory eligibility threshold; individual Premium Portfolios can set their own allocation minimums. | Not documented | Not documented |
| E*TRADE | Not documented | $0 minimum for a standard E*TRADE self-directed brokerage account. Core Portfolios has a separate $500 initial minimum and should not be presented as the brokerage-account minimum. | Yes | Yes |
| Edelman Financial Engines | Not documented | No universal current wealth minimum. Edelman Financial Engines uses program- and model-specific thresholds that can be raised, reduced, or waived; older $5,000 and Workplace IRA $10,000 references must not be presented as a universal current minimum. | Not documented | Not documented |
| EP Wealth Advisors | Not documented | $500,000 general relationship minimum, waivable. This is distinct from service-specific fee floors, tax-service thresholds and minimums imposed by private funds or outside managers. | Not documented | Not documented |
| Evoke Advisors | Not documented | No firmwide minimum asset requirement and no firmwide minimum fee in current regulatory disclosures. Team-level or product-level thresholds, including private-fund minimums, must not be converted into a universal Evoke minimum. | Not documented | Not documented |
| Facet | Not documented | No universal Facet account minimum is published. Facet uses fixed-dollar membership pricing; the roughly $200,000 taxable-asset reference for certain direct-indexing use cases is not a universal relationship minimum. | Not documented | Not documented |
| Farther | Not documented | No current firmwide hard account minimum is published. Historical minimum references must not be reused as a universal current rule; program and investment-specific requirements can still apply. | Not documented | Not documented |
| Fidelity | Not documented | Fidelity states that retail brokerage accounts have no opening minimum and no account fee; fractional share investing can begin with $1. | Yes | Yes |
| Fisher Investments | Not documented | Fisher's current public Personal Wealth Management reference is approximately $1 million+ of investable assets, but current regulatory disclosures contemplate relationships below $1 million. Treat $1 million as a target/reference, not an absolute universal minimum. | Not documented | Not documented |
| Frec | Not documented | Classic direct indexing starts at $20,000, with some index/strategy minimums higher. Current long-short and Diversify strategies use substantially higher minimum ranges, generally $100,000-$500,000; no single minimum covers every Frec strategy. | Not documented | Not documented |
| Freestone Capital Management | Not documented | No hard account minimum. Freestone generally targets about $1 million relationships and about $2 million for Schwab-referred clients; those are fit references, not hard minimums. New-client annual management fee floors can apply separately. | Not documented | Not documented |
| Halbert Hargrove | Not documented | No current firmwide hard account minimum and no current standard minimum annual fee are established in the 2026 brochure. Do not infer a minimum from the first $5 million fee tier or reuse the stale $7,500 minimum-fee reference. | Not documented | Not documented |
| HB Wealth | Not documented | No universal hard asset minimum. HB Wealth's public service ladder begins around $1 million of investable assets, while the current minimum annual fee is generally $12,500 and can be negotiated below; the fee floor is not an account-balance minimum. | Not documented | Not documented |
| Hightower Advisors | Not documented | No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds. | Not documented | Not documented |
| Johnson Investment Counsel | Not documented | No universal hard wealth-management minimum. Johnson's current materials permit relationships below $1 million at its discretion; the $2 million breakpoint in the new-client fee schedule is a pricing tier, not an account minimum. | Not documented | Not documented |
| Lido Advisors | Not documented | $1 million general account minimum, waivable at Lido's discretion. The $10,000 minimum annual advisory-fee reference is a separate economic threshold and should not be converted into an asset minimum. | Not documented | Not documented |
| LNW | Not documented | $3 million general account minimum, subject to LNW's discretion and therefore waivable. Treat the amount as the firm's general relationship threshold rather than an absolute statement that no smaller relationship can be accepted. | Not documented | Not documented |
| MAI Capital Management | Not documented | $500,000 suggested investment-management minimum, not an absolute requirement. MAI's current Form CRS also gives a broader $250,000-$500,000 suggested range; smaller accounts can be accepted for wealth-management clients, and separate service/profile references must not be treated as hard account minimums. | Not documented | Not documented |
| Mercer Advisors | Not documented | No single firmwide asset minimum applies across every Mercer service lane. Current programs use service-specific minimum annual fees, including a $15,000 Custom Wealth minimum annual fee; that fee floor is not an asset-balance minimum and must not be applied to Guided Investing or other service levels. | Not documented | Not documented |
| Merit Financial Advisors | Not documented | No universal firmwide asset minimum. Merit may impose a minimum account balance or minimum fee in the client's advisory agreement, but current disclosures do not establish one platformwide threshold. | Not documented | Not documented |
| Merrill Edge | Not documented | $0 | Yes | Yes |
| Mission Wealth | Not documented | $1 million general minimum for traditional Wealth Management, waivable. MissionForward is a separate service with a $0 AUM minimum; its lower entry point must not be used to erase the traditional service threshold. | Not documented | Not documented |
| Modera Wealth Management | Not documented | $0 required initial or ongoing asset minimum. Wealth Management generally carries a $3,000 quarterly minimum fee, or $12,000 annualized; that fee floor is a cost threshold, not an asset-size minimum. | Not documented | Not documented |
| Moneta | Not documented | No formal account-size minimum. Individual investment products, private funds or managers can impose their own thresholds, but Moneta does not publish one firmwide asset minimum for the advisory relationship. | Not documented | Not documented |
| NewEdge Wealth | Not documented | No published firmwide account-value minimum. Individual advisory agreements, outside managers and private funds can impose relationship- or product-specific minimum balances or minimum fees. | Not documented | Not documented |
| Parallel Advisors | Not documented | No general asset-size minimum is published for the standard relationship. Parallel instead has a $7,500 annual minimum advisory fee; that fee floor is an economic threshold, not a required account balance, and can raise the effective percentage for smaller accepted relationships. | Not documented | Not documented |
| Perigon Wealth Management | Not documented | No current general account or relationship minimum. Product, program, private-vehicle and third-party-manager minimums can still apply and should not be converted into a firmwide Perigon threshold. | Not documented | Not documented |
| PiTrade | Not documented | No single current minimum should be published because PiTrade's own public materials conflict: the homepage references $100, while current Global Availability/funding materials reference $10. Treat the universal minimum as unresolved and let the current account/app flow control. | Not documented | Not documented |
| Plancorp | Not documented | No account-size minimum. Plancorp instead has a $12,000 minimum annual individual advisory fee; that economic floor is separate from account eligibility and can make smaller accepted relationships expensive on an effective-percentage basis. | Not documented | Not documented |
| Pure Financial Advisors | Not documented | No firmwide asset minimum is required to become a client. Pure's progressive AUM fee schedule begins at 1.60% on the first $350,000, but portfolio size, fee economics and service fit should not be converted into an eligibility minimum that the firm does not publish. | Not documented | Not documented |
| Qapital | Not documented | No clean universal current investment minimum is established by Qapital's current consumer pricing and Invest materials. Do not revive a historical minimum merely to populate the field; current onboarding and account documents control. | Not documented | Not documented |
| Quantbase | Not documented | $50 current live signup minimum. Earlier relationship-summary language can indicate no account minimum, but the live onboarding requirement is the more actionable current reference and should not be replaced by the older no-minimum statement. | Not documented | Not documented |
| Range | Not documented | No universal account-size minimum is published. Range charges flat annual membership pricing rather than a standard Range AUM fee, and marketing references to household wealth or target-client profiles must not be converted into a contractual investment minimum. | Not documented | Not documented |
| Ritholtz Wealth Management | Not documented | No firmwide account-opening requirement is published. Public service bands such as Good Advice, Flagship, Preserve and Multi-Family Office describe client-fit ranges rather than contractual minimums and should not be collapsed into one threshold. | Not documented | Not documented |
| Robertson Stephens | Not documented | No general numeric account minimum is published. Robertson Stephens can terminate an account that becomes too small to manage effectively, but current disclosures do not provide a numeric threshold and one should not be invented. | Not documented | Not documented |
| Robinhood | Not documented | $0 brokerage account minimum; $1 minimum fractional order; $50 minimum for Robinhood Strategies. | Yes | Yes |
| RWA Wealth Partners | Not documented | $500,000 general private-wealth minimum, waivable. Separate private funds, outside managers or specialized services can impose different thresholds and should not be folded into the general relationship minimum. | Not documented | Not documented |
| Savant Wealth Management | Not documented | No single universal relationship minimum. Savant publishes a $300,000 stand-alone investment-management portfolio minimum and a separate $750,000+ typical-client reference; those are different concepts and neither should be rewritten as one absolute firmwide threshold. | Not documented | Not documented |
| Savvy Wealth | Not documented | $500,000 general account-maintenance minimum, subject to relationship-specific exceptions or adviser terms. Do not treat it as an inflexible rule for every Savvy relationship. | Not documented | Not documented |
| SCS Financial | Not documented | No current published numeric account minimum. The March 31, 2026 Form CRS states that the minimum relationship fee is mutually agreed with the client; older $30 million relationship and $225,000 annual-fee references should not be treated as the current universal default. | Not documented | Not documented |
| Sequoia Financial Group | Not documented | No current minimum account value for investment management. Product-, private-fund- or manager-specific minimums can still apply, so no separate offering threshold should be generalized into a firmwide minimum. | Not documented | Not documented |
| SoFi Invest | Not documented | Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500. | Not documented | Yes |
| Stash | Not documented | No minimum deposit is currently required to open Stash personal brokerage, custodial, retirement or discretionary managed accounts. Current disclosures require at least $0.01 to maintain personal/custodial/retirement accounts and $5 to maintain a discretionary managed account; consumer pages commonly use $5 as the practical starting investment reference. | Not documented | Not documented |
| Streetbeat | Not documented | No account-opening minimum. Streetbeat currently supports $0 account opening, while individual AI-generated or selected Strategies can have strategy-specific minimums; no universal strategy minimum should be stated. | Not documented | Not documented |
| Summit Financial | Not documented | Program-specific. Current Form CRS states minimums can range from $0 to $1,000,000 depending on the selected advisory program; neither endpoint is a universal Summit Financial account minimum. | Not documented | Not documented |
| Summit Trail Advisors | Not documented | No current account or relationship-size minimum. Summit Trail's high-net-worth positioning is a target-client profile rather than a contractual minimum, and individual private funds or products can still impose their own thresholds. | Not documented | Not documented |
| Sweater | Not documented | $500 current initial minimum and $50 subsequent minimum for the Cashmere Fund; the fund can waive or change stated minimums. | Not documented | Not documented |
| The Mather Group | Not documented | $1 million general account minimum, waivable at The Mather Group's discretion. The threshold is separate from the firm's broader 0.25%-2.00% Form CRS fee range and from service-level or acquired-client pricing. | Not documented | Not documented |
| Titan | Not documented | $500 standard minimum for individual taxable, Traditional IRA and Roth IRA accounts. Strategy-specific minimums can be higher, including $20,000 for Direct Indexing, so $500 is not universal across every Titan product. | Not documented | Not documented |
| Tolleson Private Wealth Management | Not documented | $20 million general advisory minimum, waivable. The threshold applies to the private-wealth relationship and is separate from product, private-fund or family-office service economics. | Not documented | Not documented |
| Truepoint Wealth Counsel | Not documented | Service-specific rather than universal. Foundational Wealth is designed around $1 million+, True Wealth generally recommends about $3 million+, Family Office is around $30 million+, and Commas has no required account minimum; the $3 million True Wealth reference is not an absolute hard minimum. | Not documented | Not documented |
| Vanguard | Not documented | No minimum to open a Vanguard brokerage account. Vanguard ETF fractional investing starts at $1; a typical Admiral share minimum is $3,000 but varies by fund. Digital Advisor starts at $100. | Not documented | Not documented |
| Venturi Private Wealth | Not documented | $2.5 million preferred account minimum, with smaller relationships accepted at Venturi's discretion. The threshold is a preferred wealth-management minimum rather than an absolute rejection rule. | Not documented | Not documented |
| Waverly Advisors | Not documented | No firmwide AUM minimum. Waverly can instead impose negotiable annual minimum advisory fees, generally $5,000-$20,000 for individual relationships, while retirement-plan arrangements can use different minimum-fee ranges. | Not documented | Not documented |
| Wealth Enhancement Group | Not documented | $25,000 general relationship minimum. Certain investment programs and outside separately managed account managers can require substantially more, so higher program thresholds must not replace the general consumer relationship minimum. | Not documented | Not documented |
| Wealthfront | Not documented | $500 for Automated Investing; $1 for Stock Investing and the Cash Account; $20,000 for S&P 500 Direct; $100,000 for US Direct Indexing; $500,000 for Smart Beta. | Not documented | Yes |
| Wealthspire Advisors | Not documented | No firmwide relationship minimum. Program-specific minimums can apply, including a $100,000 waivable minimum for the Prosperity service lane; fixed annual arrangements generally reference a $5,000 minimum fee, which is a fee floor rather than an asset minimum. | Not documented | Not documented |
| Webull | Not documented | Webull states that its standard brokerage platform has no account minimum. | Yes | Yes |
Abacus Wealth Partners
Households seeking comprehensive financial planning and diversified, research-based investment management, including values-aligned portfolios, without a minimum portfolio-size requirement.
- Minimum
- No minimum portfolio size. Abacus generally imposes a $5,000 annual minimum fee for financial planning; investment-management-only clients may have a $1,000 annual minimum fee.
- Eligibility
- Open
Acorns
New investors who value automation, and households wanting retirement and kid-investing tools in one subscription.
- Minimum
- No account-opening minimum for Acorns Invest. Current practical amount needed to begin investing is $5.
- Eligibility
- Open
Allworth Financial
Households seeking financial planning and managed portfolios with no standard household asset minimum, including investors who may also qualify for Allworth's higher-minimum private funds.
- Minimum
- No minimum household investment amount for standard investment-management accounts. Allworth's two private funds require $250,000; asset-management accounts are subject to a $2,500 annual minimum fee.
- Eligibility
- Open
Ally Invest
Ally Bank customers; investors who want $0 stock/ETF commissions; options traders attracted to a $0.50 contract fee; mutual-fund investors who want no-load funds with $0 purchase/sale transaction fees; IRA investors; investors considering low-minimum automated portfolios; investors comfortable with Apex as clearing firm.
- Minimum
- $0 minimum for a standard Ally Invest Self-Directed brokerage account. Robo Portfolios use a separate $100 minimum, and individual securities or products can have their own purchase requirements.
- Eligibility
- Open
alphaAI Capital
Investors who want rules-based, AI-assisted managed portfolios in exchange-traded securities and are comfortable with active allocation changes, model risk and strategy-specific constraints.
- Minimum
- Current retail pricing page: $1,000 to start. The firm's 2026 Form CRS states a general $100 minimum and notes some strategies may require more; use $1,000 as the current public retail minimum and preserve the regulatory-document discrepancy in the note.
- Eligibility
- Open
Angeles Wealth Management
High-net-worth households, generally with about $5 million or more, seeking comprehensive portfolio management that can combine traditional marketable securities with selected private or alternative investments.
- Minimum
- Generally $5 million in account assets, which typically produces a $50,000 minimum annual fee; Angeles states minimums and fees may be negotiated and family assets may be aggregated.
- Eligibility
- Open
Annex Wealth Management
Individuals and families seeking fiduciary wealth management across a wide range of asset levels, from Annex Ignite clients below $500,000 to high-net-worth Private Client relationships around $5 million+.
- Minimum
- No formal firmwide account minimum. Current service tiers target Annex Ignite below $500,000 of investable assets, Comprehensive Wealth at roughly $500,000–$5 million, and Private Client around $5 million+ of investable assets.
- Eligibility
- Open
Apella Wealth
Households with roughly $500,000 or more seeking financial planning and evidence-based managed portfolios, with smaller relationships potentially accepted at Apella's discretion.
- Minimum
- $500,000 minimum initial account value for investment-management services; Apella may accept smaller accounts at its discretion based on circumstances such as anticipated future assets or related accounts.
- Eligibility
- Open
Aspiriant
High-net-worth households seeking integrated investment management, planning and tax services, including potential private-market exposure, who are comfortable with a meaningful annual fee floor and product-specific illiquidity.
- Minimum
- No absolute account minimum. Aspiriant says it typically provides investment management to clients with portfolios of $1.5 million or more; its standard high-net-worth schedule has a $14,000 minimum annual fee, and smaller relationships may be accepted.
- Eligibility
- Open
Autopilot
Investors who want to follow a model or creator Portfolio through limited-discretionary automated trading in a linked brokerage account, can start with at least $500, and are comfortable reviewing subscription costs, strategy lag and adviser/broker conflicts.
- Minimum
- $500 minimum advisory account size and $500 minimum investment per selected Portfolio.
- Eligibility
- Open
BakerAvenue
High-net-worth households seeking planning and portfolio management together, including eligible investors considering private equity, real estate or other alternatives, who can meet or negotiate around the $1 million general minimum and evaluate layered costs and illiquidity.
- Minimum
- $1 million general investment minimum, negotiable. BakerAvenue's current disclosures also state a $9,500 annual minimum fee for relationships below $1 million.
- Eligibility
- Open
Ballentine Partners
High-net-worth and family-office households—generally starting around $4 million in liquid or investment assets—seeking integrated planning and customized portfolios, including private-market exposure, and comfortable with relationship-specific fees and liquidity.
- Minimum
- Ballentine's current public wealth-advisory positioning begins around $4 million in liquid/investment assets for high-net-worth families. Treat $4 million as a service-positioning reference rather than an absolute hard minimum; client agreements and minimum annual fees can differ.
- Eligibility
- Open
Bartlett Wealth Management
Households around $2 million or more seeking integrated investment management and financial planning, including financially qualified investors considering private funds, who are comfortable with progressive AUM pricing and product-specific liquidity.
- Minimum
- Bartlett seeks a $2 million minimum relationship size for Wealth Management accounts but can accept smaller relationships at its discretion. Its $10 million Institutional Fixed Income minimum is a separate service threshold and should not be substituted for the wealth-management minimum.
- Eligibility
- Open
BBAE
Investors seeking commission-free U.S. stock and ETF trading, options and research tools in an app-based brokerage, plus users who want a separate 0.50% MyAdvisor managed option and are comfortable with the Redbridge/Apex/BBAE Advisors legal structure.
- Minimum
- No universal minimum is established for BBAE's self-directed brokerage account. The MyAdvisor managed program requires a $2,000 minimum for individual taxable advisory accounts, while BBAE's $5 fractional-share reference is an order-size reference rather than an account minimum.
- Eligibility
- Open
Beacon Pointe Advisors
Households around $1 million or more seeking discretionary wealth management and planning, including eligible investors considering private funds or interval-fund exposure, who are comfortable with layered manager/product fees and investment-specific liquidity.
- Minimum
- Beacon Pointe generally requires a $1 million account size for private-client wealth management, but it can reduce or waive the minimum and can combine family accounts to meet it.
- Eligibility
- Open
Betterment
Investors who want automated, goal-based portfolio management with built-in tax tools and are comfortable with software-led decisions.
- Minimum
- $0 to open automated investing; $100,000 in eligible household investments for Premium; $10 minimum deposit for Cash Reserve.
- Eligibility
- Open
Brighton Jones
High-net-worth households seeking integrated planning, discretionary management and tax coordination, including eligible clients considering private investments, who are comfortable with a minimum annual fee and holding-specific liquidity.
- Minimum
- Brighton Jones' Personal CFO relationship has a $10,000 minimum annual fee; higher minimums can apply and fees are negotiable. The $10,000 figure is a fee floor, not a universal asset-minimum requirement.
- Eligibility
- Open
CAPTRUST
Households seeking a large national advisory firm with planning and discretionary portfolio management, including eligible clients considering alternatives, who value no general firmwide asset minimum and can evaluate negotiated fees and holding-specific liquidity.
- Minimum
- No general firmwide account-size minimum. CAPTRUST's March 2026 Form CRS says it does not require a general minimum account size, although particular services, advisers or relationships can use minimum annual fees or other negotiated requirements.
- Eligibility
- Open
Carry
Self-employed investors who want Solo 401(k), IRA and taxable investing in one platform, particularly Pro members using self-directed alternatives or IRA crypto who are comfortable with membership fees and asset-specific liquidity.
- Minimum
- No single platformwide investment minimum is published. Carry charges annual membership fees—currently $299 for Core and $499 for Pro—while funding and minimum investment amounts depend on the account and underlying security, fund, crypto transaction or self-directed alternative opportunity.
- Eligibility
- Open
Carson Wealth
Investors seeking adviser-led discretionary portfolio management and financial planning, including high-net-worth or eligible clients considering alternatives, who are comfortable with model-specific minimums and negotiated pricing.
- Minimum
- No universal Carson Wealth account minimum. Current disclosures show model-specific minimums ranging approximately from $5,000 to $250,000, with requirements varying by adviser, strategy and service.
- Eligibility
- Open
Cerity Partners
Households with roughly $2 million or more seeking an ongoing human-adviser relationship with coordinated investment and planning services, including eligible families considering private markets or more extensive family-office support.
- Minimum
- Cerity Partners generally requires a $2 million minimum portfolio size and a $20,000 minimum annual investment-advisory fee; both can be waived. The separate $25 million+ family-office reference is not the general wealth-management minimum.
- Eligibility
- Open
Charles Schwab
Investors seeking a large full-service brokerage with trading, retirement, banking-linked services, funds, fixed income and planning resources.
- Minimum
- Schwab states that its standard brokerage account has no opening minimum.
- Eligibility
- Open
Choreo
Households near or above $1 million of investable assets seeking investment management plus planning, including business owners, tax-aware clients, held-away account management, SMAs and eligible private alternatives.
- Minimum
- No hard $1 million minimum. Choreo requests that new investment-advisory clients have at least $1 million of investable assets but states that it does not require that amount; its ordinary annual minimum fee is $8,000 and may be waived or reduced.
- Eligibility
- Open
Coldstream Wealth Management
Higher-net-worth households seeking portfolio management plus planning, including tax, estate, charitable, multigenerational or family-office needs, and clients comfortable with negotiated pricing and public/private investment strategies.
- Minimum
- No universal current hard asset minimum. Coldstream's current disclosure uses a $10,000 annual minimum management fee for Private Wealth and $150,000 for Family Office, both subject to waiver; a stale $2 million relationship figure should not be treated as a current hard minimum.
- Eligibility
- Open
Composition Wealth
Households seeking investment management plus financial planning, including high-net-worth and multi-family-office clients interested in public and private investment options and comfortable with third-party custody at Schwab or Fidelity.
- Minimum
- $500,000 general minimum relationship size, subject to waiver or reduction under the adviser's discretion.
- Eligibility
- Open
Compound Planning
Entrepreneurs, professionals and families seeking integrated planning and investment management, technology-enabled account monitoring, tax and estate coordination, held-away account support and optional private-market alternatives.
- Minimum
- No single universal minimum is supportable from current public materials. Compound's March 2026 Form CRS states a $25,000 general minimum that is flexible and negotiable, while its live FAQ states a $0 minimum; implementation minimums also include $5,000 for the Managed Foundation Portfolio and $250,000 for Custom Indexing.
- Eligibility
- Open
Concreit
investors who want professionally managed private real estate; investors who do not want to select individual properties; eligible non-accredited investors; investors seeking a redemption program rather than a fixed multi-year lockup; investors comfortable with a private REIT/fund structure; investors who understand that the redemption program is limited rather than guaranteed.
- Minimum
- No current verified universal minimum. Older Concreit materials referenced a $1 minimum, but the current 2026 public source package does not clearly establish one live universal entry minimum; current app and offering terms control.
- Eligibility
- Open
Corient
High-net-worth and ultra-high-net-worth households seeking integrated investment and wealth planning, family-office, tax, trust and multigenerational services, including eligible investors considering private funds or alternatives.
- Minimum
- No strict universal client account minimum. Current disclosures show strategy-specific minimums ranging from $250,000 to $5 million, so the applicable strategy and client agreement determine the relevant threshold.
- Eligibility
- Open
Creative Planning
Households seeking integrated planning plus investment management, including clients with approximately $200,000 or more under management, high-net-worth households, tax-aware investors and eligible clients seeking private-market or alternative exposure.
- Minimum
- $200,000 general domestic new-client minimum for the core wealth-management relationship, subject to waiver or variation; separate service lines and international relationships can use different thresholds.
- Eligibility
- Open
Cresset
High-net-worth and ultra-high-net-worth households seeking investment management plus family-office, tax, estate, philanthropy, and public/private-market capabilities who are comfortable with negotiated fees and product-specific liquidity.
- Minimum
- $0 general asset minimum. Certain relationships can be subject to a minimum annual fee equal to the lesser of $25,000 or 2.00% of managed assets; that fee floor is not a universal asset threshold.
- Eligibility
- Open
Curi Capital
High-net-worth clients seeking integrated wealth management and planning, including eligible investors considering internally managed strategies or private funds, who can evaluate a meaningful annual fee floor and affiliated-product conflicts.
- Minimum
- No universal current wealth-relationship asset minimum. Standard Wealth Management generally has a $10,000 annual minimum fee that can be waived for some clients; a $1 million legacy/small-institution reference and the separate Wealth Builder fee floor must not be treated as universal entry thresholds.
- Eligibility
- Open
Dakota Wealth Management
Households seeking discretionary portfolio management and financial-planning support without a current firmwide minimum, including investors comfortable evaluating tiered advisory pricing, alternatives, and proprietary-product conflicts.
- Minimum
- No current general account or relationship minimum. Older $1 million and $5 million references are stale and should not be revived as current firmwide thresholds.
- Eligibility
- Open
dub
Mobile-first investors who want real-time portfolio copying or a more managed Premium Portfolio option and are comfortable with recurring platform fees, creator or adviser strategy risk, and the fact that copied historical performance does not guarantee their own results.
- Minimum
- No universal brokerage-account or Premium Portfolio investment minimum is established. Current funding materials reference a $100 ACH deposit minimum, but that is a transfer minimum rather than an account-opening or advisory eligibility threshold; individual Premium Portfolios can set their own allocation minimums.
- Eligibility
- Open
E*TRADE
E*TRADE combines broad investing, Power E*TRADE tools, options, futures, crypto and retirement accounts under Morgan Stanley.
- Minimum
- $0 minimum for a standard E*TRADE self-directed brokerage account. Core Portfolios has a separate $500 initial minimum and should not be presented as the brokerage-account minimum.
- Eligibility
- Open
Edelman Financial Engines
Households seeking human financial planning plus technology-enabled discretionary investment management, especially retirement-focused clients and eligible investors considering SMAs or selected alternatives who can evaluate program-specific fees, minimums, and liquidity.
- Minimum
- No universal current wealth minimum. Edelman Financial Engines uses program- and model-specific thresholds that can be raised, reduced, or waived; older $5,000 and Workplace IRA $10,000 references must not be presented as a universal current minimum.
- Eligibility
- Open
EP Wealth Advisors
Households around $500,000 or more of investable assets seeking a dedicated human adviser, planning and discretionary management, including eligible clients who may use alternatives and can evaluate layered fees and liquidity.
- Minimum
- $500,000 general relationship minimum, waivable. This is distinct from service-specific fee floors, tax-service thresholds and minimums imposed by private funds or outside managers.
- Eligibility
- Open
Evoke Advisors
High-net-worth and family-office clients seeking customized wealth management with public and private investment exposure who are comfortable with negotiated fees, private-fund economics and product-specific liquidity.
- Minimum
- No firmwide minimum asset requirement and no firmwide minimum fee in current regulatory disclosures. Team-level or product-level thresholds, including private-fund minimums, must not be converted into a universal Evoke minimum.
- Eligibility
- Open
Facet
Households seeking an ongoing CFP-led relationship and fixed-dollar advisory pricing, including clients who value discretionary management and can evaluate separate sub-advisory or alternative-product costs.
- Minimum
- No universal Facet account minimum is published. Facet uses fixed-dollar membership pricing; the roughly $200,000 taxable-asset reference for certain direct-indexing use cases is not a universal relationship minimum.
- Eligibility
- Open
Farther
Clients seeking a human adviser with a technology-heavy experience, multi-custodial flexibility and potential alternative-investment access who are comfortable with negotiated fees and product-specific liquidity.
- Minimum
- No current firmwide hard account minimum is published. Historical minimum references must not be reused as a universal current rule; program and investment-specific requirements can still apply.
- Eligibility
- Open
Fidelity
Investors who want a broad full-service brokerage with taxable, retirement, cash-management and planning capabilities.
- Minimum
- Fidelity states that retail brokerage accounts have no opening minimum and no account fee; fractional share investing can begin with $1.
- Eligibility
- Open
Fisher Investments
Investors seeking discretionary portfolio management and financial-planning support, especially households around $1 million or more of investable assets who are comfortable with asset-based fees and third-party custody.
- Minimum
- Fisher's current public Personal Wealth Management reference is approximately $1 million+ of investable assets, but current regulatory disclosures contemplate relationships below $1 million. Treat $1 million as a target/reference, not an absolute universal minimum.
- Eligibility
- Open
Frec
taxable investors with substantial embedded gains elsewhere; investors who want direct ownership of index constituents; investors who value tax-loss harvesting; concentrated-stock holders who want gradual diversification; investors who want lower-fee direct indexing; users willing to maintain a $20,000+ strategy minimum.
- Minimum
- Classic direct indexing starts at $20,000, with some index/strategy minimums higher. Current long-short and Diversify strategies use substantially higher minimum ranges, generally $100,000-$500,000; no single minimum covers every Frec strategy.
- Eligibility
- Open
Freestone Capital Management
Higher-net-worth households seeking comprehensive wealth management, planning and access to both traditional and alternative investments who can evaluate minimum annual fee floors and private-fund costs.
- Minimum
- No hard account minimum. Freestone generally targets about $1 million relationships and about $2 million for Schwab-referred clients; those are fit references, not hard minimums. New-client annual management fee floors can apply separately.
- Eligibility
- Open
Halbert Hargrove
Households seeking integrated human financial planning and portfolio management, including qualified investors considering private or interval-fund exposure, who are comfortable with progressive AUM fees and product-specific liquidity.
- Minimum
- No current firmwide hard account minimum and no current standard minimum annual fee are established in the 2026 brochure. Do not infer a minimum from the first $5 million fee tier or reuse the stale $7,500 minimum-fee reference.
- Eligibility
- Open
HB Wealth
Households around $1 million or more seeking fee-only planning and investment management, including eligible clients interested in private markets and families needing higher-touch family-office services.
- Minimum
- No universal hard asset minimum. HB Wealth's public service ladder begins around $1 million of investable assets, while the current minimum annual fee is generally $12,500 and can be negotiated below; the fee floor is not an account-balance minimum.
- Eligibility
- Open
Hightower Advisors
High-net-worth clients seeking a dedicated adviser practice backed by national investment, planning and family-office infrastructure and who are comfortable with practice-specific pricing and potential affiliated-manager conflicts.
- Minimum
- No general firmwide Hightower account minimum or minimum annual fee. Individual Advisor Practices, managers, strategies and private placements can impose their own thresholds.
- Eligibility
- Open
Johnson Investment Counsel
Households seeking investment management and ongoing financial planning together, including clients who value in-house research and eligible investors who may consider private funds, while accepting third-party custody and product-specific costs.
- Minimum
- No universal hard wealth-management minimum. Johnson's current materials permit relationships below $1 million at its discretion; the $2 million breakpoint in the new-client fee schedule is a pricing tier, not an account minimum.
- Eligibility
- Open
Lido Advisors
High-net-worth households around $1 million or more seeking private-wealth management, planning and alternative-investment access who are comfortable with minimum fee floors, outside-manager costs and product-specific liquidity.
- Minimum
- $1 million general account minimum, waivable at Lido's discretion. The $10,000 minimum annual advisory-fee reference is a separate economic threshold and should not be converted into an asset minimum.
- Eligibility
- Open
LNW
High-net-worth households with several million dollars of investable assets seeking integrated wealth planning, trust/estate coordination and public/private investment management and who can tolerate alternative-investment illiquidity.
- Minimum
- $3 million general account minimum, subject to LNW's discretion and therefore waivable. Treat the amount as the firm's general relationship threshold rather than an absolute statement that no smaller relationship can be accepted.
- Eligibility
- Open
MAI Capital Management
Households around $500,000 or more seeking integrated wealth management, planning and family-office capabilities, including eligible investors considering private funds, who are comfortable with negotiated fees, third-party custody and product-specific liquidity.
- Minimum
- $500,000 suggested investment-management minimum, not an absolute requirement. MAI's current Form CRS also gives a broader $250,000-$500,000 suggested range; smaller accounts can be accepted for wealth-management clients, and separate service/profile references must not be treated as hard account minimums.
- Eligibility
- Open
Mercer Advisors
Households seeking integrated investment, tax and estate planning, especially high-net-worth clients able to absorb the applicable service-level minimum fees and eligible investors considering private funds or other specialty investments.
- Minimum
- No single firmwide asset minimum applies across every Mercer service lane. Current programs use service-specific minimum annual fees, including a $15,000 Custom Wealth minimum annual fee; that fee floor is not an asset-balance minimum and must not be applied to Guided Investing or other service levels.
- Eligibility
- Open
Merit Financial Advisors
Households seeking financial planning and investment management together, including clients comfortable with adviser-negotiated pricing, a national adviser network and eligible alternative-investment exposure.
- Minimum
- No universal firmwide asset minimum. Merit may impose a minimum account balance or minimum fee in the client's advisory agreement, but current disclosures do not establish one platformwide threshold.
- Eligibility
- Open
Merrill Edge
Traditional investors, retirement accounts and Bank of America households
- Minimum
- $0
- Eligibility
- Open
Mission Wealth
Clients near or above $1 million seeking traditional CFP-led wealth management, as well as smaller households using MissionForward, including eligible investors who want planning integrated with public and private investment exposure.
- Minimum
- $1 million general minimum for traditional Wealth Management, waivable. MissionForward is a separate service with a $0 AUM minimum; its lower entry point must not be used to erase the traditional service threshold.
- Eligibility
- Open
Modera Wealth Management
Households seeking fee-only planning and portfolio management, particularly larger relationships where the $12,000 annualized minimum fee is less dominant, and clients comfortable with tax-aware management and product-specific alternative-investment liquidity.
- Minimum
- $0 required initial or ongoing asset minimum. Wealth Management generally carries a $3,000 quarterly minimum fee, or $12,000 annualized; that fee floor is a cost threshold, not an asset-size minimum.
- Eligibility
- Open
Moneta
Clients seeking a fee-only advisory relationship with no formal firmwide account minimum, including families wanting planning, family-office capabilities and alternative investments who can evaluate negotiated fees, custody relationships and private-market liquidity.
- Minimum
- No formal account-size minimum. Individual investment products, private funds or managers can impose their own thresholds, but Moneta does not publish one firmwide asset minimum for the advisory relationship.
- Eligibility
- Open
NewEdge Wealth
High-net-worth and ultra-high-net-worth households, families and family offices seeking advanced wealth strategy, private markets, structured investments and outside managers who are comfortable with negotiated pricing and layered product costs.
- Minimum
- No published firmwide account-value minimum. Individual advisory agreements, outside managers and private funds can impose relationship- or product-specific minimum balances or minimum fees.
- Eligibility
- Open
Parallel Advisors
High-net-worth individuals and families seeking integrated wealth planning, tax and trust capabilities, discretionary management and potential private-investment access who are comfortable with progressive AUM pricing and a $7,500 annual minimum fee.
- Minimum
- No general asset-size minimum is published for the standard relationship. Parallel instead has a $7,500 annual minimum advisory fee; that fee floor is an economic threshold, not a required account balance, and can raise the effective percentage for smaller accepted relationships.
- Eligibility
- Open
Perigon Wealth Management
Clients seeking no current firmwide account minimum, discretionary or non-discretionary management, planning and custodian flexibility, including eligible investors considering alternatives, private vehicles or digital assets.
- Minimum
- No current general account or relationship minimum. Product, program, private-vehicle and third-party-manager minimums can still apply and should not be converted into a firmwide Perigon threshold.
- Eligibility
- Open
PiTrade
Investors who want risk-matched stock/ETF portfolio copying, automatic synchronization, Interactive Brokers custody and optional AI-assistant interaction with a live portfolio, and who are comfortable with a digital adviser rather than an assigned human adviser.
- Minimum
- No single current minimum should be published because PiTrade's own public materials conflict: the homepage references $100, while current Global Availability/funding materials reference $10. Treat the universal minimum as unresolved and let the current account/app flow control.
- Eligibility
- Open
Plancorp
Households seeking fee-only planning and discretionary portfolio management with transparent progressive pricing, including families that may use outside managers or private investments and can absorb the $12,000 annual minimum fee.
- Minimum
- No account-size minimum. Plancorp instead has a $12,000 minimum annual individual advisory fee; that economic floor is separate from account eligibility and can make smaller accepted relationships expensive on an effective-percentage basis.
- Eligibility
- Open
Pure Financial Advisors
Households seeking planning-centered investment management, retirement and tax-aware advice, including clients who value a fee-only model and discretionary management and are comfortable with a progressive AUM fee.
- Minimum
- No firmwide asset minimum is required to become a client. Pure's progressive AUM fee schedule begins at 1.60% on the first $350,000, but portfolio size, fee economics and service fit should not be converted into an eligibility minimum that the firm does not publish.
- Eligibility
- Open
Qapital
Users who want automated saving and goal-based ETF investing in one app, prefer automatic rebalancing and dividend reinvestment, and are comfortable paying a monthly membership rather than using a self-directed intraday brokerage.
- Minimum
- No clean universal current investment minimum is established by Qapital's current consumer pricing and Invest materials. Do not revive a historical minimum merely to populate the field; current onboarding and account documents control.
- Eligibility
- Open
Quantbase
Investors seeking discretionary algorithm-based portfolio management with automatic rebalancing and a broad strategy menu, including conventional, quantitative, leveraged and crypto portfolios, who can evaluate strategy-specific fees and risk.
- Minimum
- $50 current live signup minimum. Earlier relationship-summary language can indicate no account minimum, but the live onboarding requirement is the more actionable current reference and should not be replaced by the older no-minimum statement.
- Eligibility
- Open
Range
Households seeking integrated financial planning and investment management with flat membership pricing, access to human advisers plus technology tools, and willingness to use independent third-party brokerage/custody.
- Minimum
- No universal account-size minimum is published. Range charges flat annual membership pricing rather than a standard Range AUM fee, and marketing references to household wealth or target-client profiles must not be converted into a contractual investment minimum.
- Eligibility
- Open
Ritholtz Wealth Management
Households seeking adviser-led portfolio management and planning across several service tiers, including clients who value evidence-based investing and can evaluate separate product, custody and alternative-investment costs.
- Minimum
- No firmwide account-opening requirement is published. Public service bands such as Good Advice, Flagship, Preserve and Multi-Family Office describe client-fit ranges rather than contractual minimums and should not be collapsed into one threshold.
- Eligibility
- Open
Robertson Stephens
High-net-worth households seeking negotiated private-wealth management, planning, outside managers and potential private-market exposure who are comfortable with relationship-specific pricing, external custody and affiliate conflicts.
- Minimum
- No general numeric account minimum is published. Robertson Stephens can terminate an account that becomes too small to manage effectively, but current disclosures do not provide a numeric threshold and one should not be invented.
- Eligibility
- Open
Robinhood
Self-directed investors and active traders who want commission-free stocks and options, Legend, futures, direct crypto, prediction markets, IRAs with a contribution match, and managed investing in one app.
- Minimum
- $0 brokerage account minimum; $1 minimum fractional order; $50 minimum for Robinhood Strategies.
- Eligibility
- Open
RWA Wealth Partners
Households around $500,000 or more seeking integrated private-wealth management and planning, including qualified clients considering private funds, who are comfortable with progressive AUM fees and third-party custody.
- Minimum
- $500,000 general private-wealth minimum, waivable. Separate private funds, outside managers or specialized services can impose different thresholds and should not be folded into the general relationship minimum.
- Eligibility
- Open
Savant Wealth Management
Households seeking comprehensive fee-only planning and portfolio management, including clients around or above Savant's typical service ranges who may also use tax, estate or alternative-investment capabilities.
- Minimum
- No single universal relationship minimum. Savant publishes a $300,000 stand-alone investment-management portfolio minimum and a separate $750,000+ typical-client reference; those are different concepts and neither should be rewritten as one absolute firmwide threshold.
- Eligibility
- Open
Savvy Wealth
Clients with roughly $500,000 or more who want a dedicated human adviser supported by modern technology, negotiated pricing, direct indexing options and potential access to selected private-market strategies.
- Minimum
- $500,000 general account-maintenance minimum, subject to relationship-specific exceptions or adviser terms. Do not treat it as an inflexible rule for every Savvy relationship.
- Eligibility
- Open
SCS Financial
Ultra-high-net-worth families seeking integrated wealth advisory, family-office services and endowment-style public/private portfolios who are comfortable with bespoke negotiated pricing and substantial private-market exposure.
- Minimum
- No current published numeric account minimum. The March 31, 2026 Form CRS states that the minimum relationship fee is mutually agreed with the client; older $30 million relationship and $225,000 annual-fee references should not be treated as the current universal default.
- Eligibility
- Open
Sequoia Financial Group
Households seeking comprehensive wealth management with no current firmwide account-value minimum, flexible negotiated fee structures, planning and tax coordination, and potential private-fund or alternative-investment access.
- Minimum
- No current minimum account value for investment management. Product-, private-fund- or manager-specific minimums can still apply, so no separate offering threshold should be generalized into a firmwide minimum.
- Eligibility
- Open
SoFi Invest
Investors who want brokerage and robo investing in one ecosystem, alongside IPO, crypto and private-market access.
- Minimum
- Self-directed minimum $5. Robo Investing minimum $50. Private-market fund minimums are fund-specific, including USVC $500 and CAZ funds $2,500.
- Eligibility
- Open
Stash
Beginner investors who value guidance; investors who want automated and self-directed investing in one app; users who want IRAs and kids accounts; investors who value a 3% qualifying retirement contribution match; users who prefer a predictable subscription; investors comfortable with limited daily trading windows.
- Minimum
- No minimum deposit is currently required to open Stash personal brokerage, custodial, retirement or discretionary managed accounts. Current disclosures require at least $0.01 to maintain personal/custodial/retirement accounts and $5 to maintain a discretionary managed account; consumer pages commonly use $5 as the practical starting investment reference.
- Eligibility
- Open
Streetbeat
Investors who want AI-assisted portfolio generation and analysis, choose or modify their own Strategy and then permit limited-discretion rebalancing, while retaining independent brokerage custody and accepting strategy-specific requirements.
- Minimum
- No account-opening minimum. Streetbeat currently supports $0 account opening, while individual AI-generated or selected Strategies can have strategy-specific minimums; no universal strategy minimum should be stated.
- Eligibility
- Open
Summit Financial
Clients seeking adviser-led planning and multiple managed-account program choices, including wrap or non-wrap arrangements and eligible alternative-investment access, who are comfortable with program-specific minimums and negotiated pricing.
- Minimum
- Program-specific. Current Form CRS states minimums can range from $0 to $1,000,000 depending on the selected advisory program; neither endpoint is a universal Summit Financial account minimum.
- Eligibility
- Open
Summit Trail Advisors
High-net-worth and ultra-high-net-worth households seeking customized wealth management, planning and outsourced family-office capabilities, including eligible private-fund exposure, who are comfortable with negotiated fees and product-specific liquidity.
- Minimum
- No current account or relationship-size minimum. Summit Trail's high-net-worth positioning is a target-client profile rather than a contractual minimum, and individual private funds or products can still impose their own thresholds.
- Eligibility
- Open
Sweater
Non-accredited investors seeking venture exposure; investors starting with $500; investors who prefer a diversified managed fund; users who do not want to select individual startups; investors who can tolerate interval-fund liquidity; investors seeking private-company exposure through a regulated fund wrapper.
- Minimum
- $500 current initial minimum and $50 subsequent minimum for the Cashmere Fund; the fund can waive or change stated minimums.
- Eligibility
- Open
The Mather Group
Households around $1 million or more seeking integrated investment, tax and financial-planning services, including families that may use private investments or Legacy at TMG family-office services and are comfortable with a progressive AUM schedule.
- Minimum
- $1 million general account minimum, waivable at The Mather Group's discretion. The threshold is separate from the firm's broader 0.25%-2.00% Form CRS fee range and from service-level or acquired-client pricing.
- Eligibility
- Open
Titan
investors who want discretionary portfolio management; investors who want direct indexing without a multi-million-dollar minimum; taxable investors who can potentially benefit from tax-loss harvesting; investors seeking access to selected private-market or interval-fund exposure; investors who value human Wealth Team support alongside digital tools; households that want taxable, joint, and retirement accounts in one managed relationship.
- Minimum
- $500 standard minimum for individual taxable, Traditional IRA and Roth IRA accounts. Strategy-specific minimums can be higher, including $20,000 for Direct Indexing, so $500 is not universal across every Titan product.
- Eligibility
- Open
Tolleson Private Wealth Management
Families with approximately $20 million or more seeking integrated investment, tax, estate, philanthropy, reporting, bill-pay and family-office coordination, including public and private investment exposure.
- Minimum
- $20 million general advisory minimum, waivable. The threshold applies to the private-wealth relationship and is separate from product, private-fund or family-office service economics.
- Eligibility
- Open
Truepoint Wealth Counsel
Households with $1 million or more seeking comprehensive fee-only wealth advice, families around $3 million or more needing the deeper True Wealth model, ultra-high-net-worth families seeking family-office services and select clients considering private investments.
- Minimum
- Service-specific rather than universal. Foundational Wealth is designed around $1 million+, True Wealth generally recommends about $3 million+, Family Office is around $30 million+, and Commas has no required account minimum; the $3 million True Wealth reference is not an absolute hard minimum.
- Eligibility
- Open
Vanguard
Long-term investors building portfolios primarily from low-cost mutual funds and ETFs who want manufacturer and custodian in one relationship.
- Minimum
- No minimum to open a Vanguard brokerage account. Vanguard ETF fractional investing starts at $1; a typical Admiral share minimum is $3,000 but varies by fund. Digital Advisor starts at $100.
- Eligibility
- Open
Venturi Private Wealth
Households with approximately $2.5 million or more of investable assets, business owners approaching liquidity events and ultra-high-net-worth families seeking integrated planning, public/private investments and family-office capabilities.
- Minimum
- $2.5 million preferred account minimum, with smaller relationships accepted at Venturi's discretion. The threshold is a preferred wealth-management minimum rather than an absolute rejection rule.
- Eligibility
- Open
Waverly Advisors
Clients seeking planning and investment management without a firmwide AUM hurdle, including high-net-worth families, family-office users and eligible investors considering private funds who are comfortable with negotiated pricing and minimum annual fees.
- Minimum
- No firmwide AUM minimum. Waverly can instead impose negotiable annual minimum advisory fees, generally $5,000-$20,000 for individual relationships, while retirement-plan arrangements can use different minimum-fee ranges.
- Eligibility
- Open
Wealth Enhancement Group
Households seeking planning and investment management from a national adviser, including investors who want a dedicated adviser and access to retirement, tax, insurance, estate or trust specialists and who understand the distinction between Wealth Enhancement's advisory and brokerage affiliates.
- Minimum
- $25,000 general relationship minimum. Certain investment programs and outside separately managed account managers can require substantially more, so higher program thresholds must not replace the general consumer relationship minimum.
- Eligibility
- Open
Wealthfront
Investors who want low-cost automation, automated tax-loss harvesting and integrated cash and borrowing, without needing to speak to an advisor.
- Minimum
- $500 for Automated Investing; $1 for Stock Investing and the Cash Account; $20,000 for S&P 500 Direct; $100,000 for US Direct Indexing; $500,000 for Smart Beta.
- Eligibility
- Open
Wealthspire Advisors
High-net-worth families and other clients seeking integrated planning, portfolio management, separate-account managers, reporting across held-away assets and eligible private-fund access and who are comfortable with negotiated and potentially layered pricing.
- Minimum
- No firmwide relationship minimum. Program-specific minimums can apply, including a $100,000 waivable minimum for the Prosperity service lane; fixed annual arrangements generally reference a $5,000 minimum fee, which is a fee floor rather than an asset minimum.
- Eligibility
- Open
Webull
Self-directed traders who value technical charts, extended-hours access, active-trading tools and commission-free U.S. stock and ETF trading.
- Minimum
- Webull states that its standard brokerage platform has no account minimum.
- Eligibility
- Open