Advisory firmSole propWebsite listed
CJL QUANTUM ANALYTICS
AUM
—
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
- Publication of periodicals
- Educational seminars
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
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
CLARITY FINANCIAL
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
AUM
$0
Based in VA
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
—
Based in PA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
AUM
—
Based in TX
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
AUM
—
Single-office firm
Financial PlanningInstitutionalFee-Only/Hourly
- Financial planning
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
Advisory firmSole propWebsite listed
COVEY & COVEY
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Educational seminars
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
AUM
—
Based in IL
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges
AUM
—
Based in CA
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
1-10
Fees
Fixed fees
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in CA
Financial Planning
- Financial planning
Team
1 advisors
Clients
0
Fees
FIRM SHARES IN A PERCENTAGE OF ASSETS UNDER MANAGEMENT
AUM
—
Based in CA
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
11-25
Fees
NONE
Advisory firmSole propWebsite listed
DELTA CAPITAL MANAGEMENT
AUM
—
Single-office firm
Financial Planning
- Financial planning
Team
1 advisors
Clients
0
Fees
Fixed fees
AUM
—
Based in VA
Financial Planning
- Financial planning
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Fixed fees
Advisory firmSole propWebsite listed
DIAS, EDWARD J.
AUM
—
Single-office firm
RetirementFee-Only/Hourly
- Pension consulting
- Educational seminars
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
DIEM WEALTH MANAGEMENT
AUM
—
Single-office firm
Financial Planning
- Financial planning
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Fixed fees · Commissions +1 more
Advisory firmSole propWebsite listed
DO, LEN D
AUM
$0
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
AUM
—
Based in TN
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
DOUBLE EAGLE FINANCIAL
AUM
—
Single-office firm
Fee-Only/Hourly
- Publication of periodicals
Team
1 advisors
Clients
—
Fees
Hourly charges; Subscription fees
Advisory firmSole propWebsite listed
DOWD FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- TAX PREPARATION
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
AUM
—
Based in NY
- Educational seminars
- FREE FINANCIAL PLANNING SERVICES FOR MIDDLE AND LOW INCOME HOUSEHOLDS
Team
1 advisors
Clients
0
Fees
FREE FINANCIAL PLANNING FOR MIDDLE TO LOW INCOME HOUSEHOLDS
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
- Pension consulting
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees