Advisory firmSole propWebsite listed
E2 ADVISORY
AUM
—
Single-office firm
- SOLICITOR TO REGISTERED INVESTMENT ADVISOR
Team
1 advisors
Clients
0
Fees
REFERRAL FEES PAID FOR SOLICITATION FOR OTHER RIAS
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
EAGLE MONEY ADVISORS
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Market timing
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
ECONOMIC LEADS
AUM
—
Single-office firm
- Publication of periodicals
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
Advisory firmSole propWebsite listed
ED DOUGLAS
AUM
—
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
Advisory firmSole propWebsite listed
EDNA J. THOMPSEN, CFP
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- CONSULTING
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
ENVISION FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
ERNEST SALGAN
AUM
$0
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
ESSENTIAL FINANCIAL STRATEGIES
AUM
—
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
EVERCURRENT WEALTH MANAGEMENT
AUM
$0
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 +1 more
AUM
—
Based in NY
Financial PlanningFee-Only/Hourly
- Financial planning
- Pension consulting
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
Advisory firmSole propWebsite listed
FEIN ADVISORS
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
AUM
$0
Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
FINANCIAL BRIDGES
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
FIRST-IN FINANCIAL
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
Advisory firmSole propWebsite listed
FISHER FINANCIAL STRATEGIES
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
AUM
—
Licensed in IN
IN
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Fixed fees
Advisory firmSole propWebsite listed
GIBRALTAR FINANCIAL ADVISORS
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
11-25
Fees
Hourly charges
Advisory firmSole propWebsite listed
GOTMAN-MATUSOVSKAYA, JULIE EVGENIEVNA
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
Advisory firmSole propWebsite listed
GREAT VALLEY TAX & FINANCIAL SERVICES
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- TAX PREPARATION AND TAX PLANNING
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
GREIG, KEVIN P
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
- Pension consulting
- Selection of other advisers
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
GROSSMAN FINANCIAL MANAGEMENT
AUM
—
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
Advisory firmSole propWebsite listed
GUSTAFSON FINANCIAL SOLUTIONS
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees