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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

STRATEGIC PLANNING ASSOCIATES

AUM

$8.7M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

MARANANTHA FINANCIAL

AUM

$8.7M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

BONNEVILLE MULTI-FAMILY OFFICE

AUM

$8.3M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmSole propWebsite listed

NESTEGG FINANCIAL

Middleton, MA

AUM

$8.0M

Based in MA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

BURKART & STEVENS WEALTH MANAGEMENT

San Luis Obispo, CA

AUM

$8.0M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

JOE CARTER

AUM

$7.8M

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

SOUSA FINANCIAL

AUM

$7.2M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

0

Fees

Percentage of AUM; SHARE IN THIRD PARTY MANAGER FEES

View detailsVisit website
Advisory firmSole propWebsite listed

GRIFFIN FINANCIAL SERVICES

AUM

$7.2M

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

WOVEN PROSPERITY

AUM

$7.2M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

BERLIN WEALTH GROUP ADVISORS

Colonia Granada, Mexico City, DC

AUM

$7.1M

Licensed in DC, TX
DCTX
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ONEMONEY

La Jolla, CA

AUM

$7.0M

Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

VENTURA COAST WEALTH MANAGEMENT

Ventura, CA

AUM

$7.0M

Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

FIG TREE CAPITAL

AUM

$6.8M

Single-office firm
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

BROCKELSBY INVESTMENT SERVICES

AUM

$6.6M

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

SIERRA SHORE FINANCIAL

Pismo Beach, CA

AUM

$6.4M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

FINANCIAL FILOSOPHY

AUM

$6.1M

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

PEAK INVESTMENTS

AUM

$6.1M

Single-office firm
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES

View detailsVisit website
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