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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

CLC CAPITAL MANAGEMENT

Grand Junction, CO

AUM

$3.8M

Based in CO
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

0 total employees

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

FIRMO INVESTMENT CONSULTING SERVICES

Pasadena, CA

AUM

$3.7M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

BRIGHTWAY WEALTH PLANNING

AUM

$3.4M

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

View detailsVisit website
Advisory firmSole propWebsite listed

MODICA FINANCIAL SERVICES

Lebanon, TN

AUM

$3.1M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

ABOUND INVESTMENTS

AUM

$3.0M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ZARATHUSTRA WEALTH MANAGEMENT

Providence, RI

AUM

$3.0M

Based in RI
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

FEDERAL BENEFITS ADVISORS

AUM

$3.0M

Single-office firm
Financial PlanningFee-Only/Hourly
  • Financial planning
  • Selection of other advisers
  • Educational seminars

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

SUNDANCE WEALTH MANAGEMENT

AUM

$2.9M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

FUSION FINANCIAL

Laguna Hills, CA

AUM

$2.9M

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

View detailsVisit website
Advisory firmSole propWebsite listed

AGF ADVISORS

AUM

$2.6M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmSole propWebsite listed

SDMI INSURANCE AND FINANCIAL SERVICES

El Dorado Hills, CA

AUM

$2.6M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmSole propWebsite listed

MARK MONREAL & ASSOCIATES

AUM

$2.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

CAIRN INVESTOR SERVICES

AUM

$2.5M

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

View detailsVisit website
Advisory firmSole propWebsite listed

KOLO CAPITAL

Tucson, AZ

AUM

$2.5M

Based in AZ
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

THE TIDES GROUP

La Jolla, CA

AUM

$2.2M

Based in CA
Wealth Mgmt
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmSole propWebsite listed

CHRISTOPHER INVESTMENT ADVISORS

AUM

$2.2M

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

JEFFREY R. JACOBS, CPA

Miami, FL

AUM

$2.1M

Based in FL
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
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