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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Single-owner practices registered as sole proprietorships.

1,145 advisers found

Advisory firmSole propWebsite listed

MARTIN, JAVAN VON

NE

AUM

$952.3M

Licensed in NE, PA
NEPA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

SIMPLYRICH

CA

AUM

$438.9M

Licensed in CA, NY, OR, TX
CANYORTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

CRAIG DUVARNEY, CFP

MA

AUM

$371.0M

Licensed in MA, RI, TX +2 states
MARITXNHFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ROCHESTER FINANCIAL SERVICES

NJ

AUM

$340.6M

Licensed in NJ, NY, TX +2 states
NJNYTXNHFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformSole propWebsite listed

TUCKER FINANCIAL GROUP

Montgomery, AL

AUM

$339.0M

Licensed in AL, GA, LA +3 states
ALGALATNTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

CRIMSON MANAGEMENT

Houston, TX

AUM

$324.5M

Licensed in TX
TX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

FIVE CORNERS FINANCIAL SERVICES

Easton, MA

AUM

$292.0M

Licensed in MA, RI, TX +3 states
MARITXNHCTFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

SPECTRUM FINANCIAL MANAGEMENT

San Rafael, CA

AUM

$278.1M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

BRUCE COLIN AND COMPANY

CA

AUM

$228.5M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

FINANCIAL PLANNING SERVICES

Fort Wayne, IN

AUM

$212.6M

Licensed in IL, IN, MI +3 states
ILINMIOHTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

LIVELSBERGER FINANCIAL ADVISORY

Ashland, OH

AUM

$176.4M

Licensed in GA, OH, PA +2 states
GAOHPATXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

CRAWFORD FINANCIAL PLANNING & CONSULTING

Modesto, CA

AUM

$171.6M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

HONU WEALTH MANAGEMENT

CA

AUM

$161.8M

Licensed in CA, TX, NH, HI
CATXNHHI
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

SCHNEIDER WEALTH MANAGEMENT

CA

AUM

$149.8M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

GARY L. GREENBERG

Eden Prairie, MN

AUM

$141.1M

Licensed in CA, MN, NY +2 states
CAMNNYTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

WALLENDER, TIMOTHY JOSEPH

Manhattan Beach, CA

AUM

$137.3M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

SOUTHEAST FINANCIAL ADVISORS

Greenville, SC

AUM

$133.0M

Based in SC
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ARBOR WEALTH MANAGEMENT

Walnut Creek, CA

AUM

$130.0M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

PASQUA WEALTH SOLUTIONS

Palm City, FL

AUM

$129.7M

Based in FL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

DOUBLE BAY MANAGEMENT & PLANNING

San Francisco, CA

AUM

$127.0M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

DEMERS FINANCIAL PLANNING

Columbus, OH

AUM

$125.3M

Based in OH
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

SALVINI FINANCIAL PLANNING

CA

AUM

$116.2M

Licensed in CA, FL
CAFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

View detailsVisit website
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