Falists

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

Corporate platformSole propWebsite listed

SKLOFF FINANCIAL GROUP

GA

AUM

$114.0M

Licensed in GA, MA, NJ +6 states
GAMANJNYORPA+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

PARAGON FINANCIAL ADVISORS

Newton, MA

AUM

$113.0M

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

Team

1 advisors

Clients

101-250

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

FORTITUDE WEALTH MANAGEMENT

Murfreesboro, TN

AUM

$112.5M

Licensed in TN
TN
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

HAVEN FINANCIAL ADVISORS

Austin, TX

AUM

$108.0M

Based in TX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

FINANCIAL PLANNING SERVICES

The Woodlands, TX

AUM

$106.0M

Based in TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformSole propWebsite listed

ASSET MANAGEMENT ASSOCIATES

AUM

$101.2M

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

Team

0 total employees

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

GROOM FINANCIAL ADVISORY

AUM

$97.5M

Single-office firm
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

View detailsVisit website
Advisory firmSole propWebsite listed

DAVID B. PATSTON, CPA, CFA

Denver, CO

AUM

$96.3M

Based in CO
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • 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

MEYERS WEALTH MANAGEMENT

Palo Alto, CA

AUM

$96.0M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

LECHNER ASSOCIATES

North Attleboro, MA

AUM

$94.4M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

DOROTHY J. COLE

AUM

$92.5M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

LEGACY GROUP

Tyler, TX

AUM

$89.4M

Based in TX
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

View detailsVisit website
Advisory firmSole propWebsite listed

DODGE WEALTH MANAGEMENT

Foxboro, MA

AUM

$89.1M

Based in MA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

YOAKUM WEALTH MANAGEMENT

AUM

$89.1M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

CGM INVESTMENT MANAGEMENT

AUM

$84.6M

Single-office firm
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Publication of periodicals

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmSole propWebsite listed

SHERWOOD INVESTMENTS

AUM

$84.0M

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

NIX WEALTH MANAGEMENT

Sacramento, CA

AUM

$82.0M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

DAVID DE KOEKKOEK, CFP, EA

Chino, CA

AUM

$78.6M

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

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

DOUGLAS A. MCCLENNEN IA

AUM

$78.2M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Hourly charges

View detailsVisit website
PreviousPage 2 of 48Next