AUM
$5.9M
Based in GA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
Search advisors
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
DEER ISLE RESEARCH & MANAGEMENT, LLC
AUM
$5.9M
Single-office firm
Trusts & Estates
- Security ratings
- INVESTMENT RESEARCH
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
OAKLEY CAPITAL GROUP
AUM
$5.8M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
EWING WEALTH MANAGEMENT
AUM
$5.6M
Single-office firm
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
JONES & CO WEALTH MANAGEMENT, INC
AUM
$5.4M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
BARNHART INVESTMENT ADVISORY
AUM
$5.3M
Single-office firm
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
- PORTFOLIO AND ACCOUNT CONSULTATION AND REVIEW
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
CGR FINANCIAL
AUM
$5.3M
Single-office firm
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
- Selection of other advisers
- CONSULTING
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
CWS ASSET MANAGEMENT
AUM
$5.2M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- TRUST ASSET MANAGEMENT, COLLEGE FUNDING, CASH FLOW ANALYSIS, DEBT MANAGEMENT, TAXABLE INVESTMENT ACCOUNTS
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Advisory firmSole propWebsite listed
STEVEN WILLIAM SHERMAN
AUM
$5.0M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
- Market timing
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
WALLACE ADVISORS
AUM
$4.9M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
WEST FINANCIAL PLANNING
AUM
$4.7M
Single-office firm
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Advisory firmSole propWebsite listed
LENZ INTEGRITY FINANCIAL
AUM
$4.5M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
HAWKINS CAPITAL ADVISORS
AUM
$4.4M
Single-office firm
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
THOMAS A. PAULSON, JR., DBA, THOMAS A. PAULSON, JR., CPA
AUM
$4.3M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$4.2M
Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
LEE SLATER + ASSOCIATES
AUM
$4.2M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$4.2M
Based in CA
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
NANDI PATHEFINDER & FLOURISH FINANCIAL GROUP
AUM
$4.1M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$4.1M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
XITRIGHT
AUM
$4.1M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
AUM
$4.0M
Based in IL
Wealth MgmtFee-Only/Hourly
- Portfolio management (individuals)
- Publication of periodicals
Team
0 total employees
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$3.9M
Based in CA
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Advisory firmSole propWebsite listed
MARK CERNESE & ASSOCIATES
AUM
$3.9M
Single-office firm
Wealth MgmtInstitutional
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
CAMBYSES FINANCIAL ADVISORS
AUM
$3.8M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
0
Fees
Percentage of AUM