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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

MAI CAPITAL ADVISOR

Rehoboth Beach, DE

AUM

$2.0M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Commissions

View detailsVisit website
Advisory firmSole propWebsite listed

BRIAN SLY AND COMPANY

AUM

$2.0M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

FIDUCIARY PLANNERS

AUM

$1.7M

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 +2 more

View detailsVisit website
Advisory firmSole propWebsite listed

VELEV ADVISORS

AUM

$1.7M

Single-office firm
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • 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

BARLOW, PAUL DAVID

Laguna Hills, CA

AUM

$1.6M

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

INVESTORS CHOICE

AUM

$1.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

INDEPENDENT FINANCIAL SERVICES

AUM

$1.4M

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

View detailsVisit website
Advisory firmSole propWebsite listed

EMPOWERING FINANCIAL

Lafayette, CA

AUM

$1.3M

Based in CA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

ORCHID WEALTH MANAGEMENT

AUM

$1.3M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

THE OFFICE OF HEATH O. LAUSENG

Port Aransas, TX

AUM

$1.2M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ACORN FINANCIAL PLANNING

AUM

$1.0M

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 +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

DRESNER FINANCIAL PLANNING

AUM

$1.0M

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

View detailsVisit website
Advisory firmSole propWebsite listed

WHALEN FINANCIAL PLANNING

Los Angeles, CA

AUM

$999K

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

MOLANO WEALTH MANAGEMENT

Visalia, CA

AUM

$960K

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

EL CAMINO REAL FINANCIAL ADVISORS

AUM

$746K

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

View detailsVisit website
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