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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Single-owner practices registered as sole proprietorships.
1,145 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| BRADLEY ADVISORY CRD 122098 | Stevens, PA | Advisory firm Sole prop | $74.7M | 1 advisors | Percentage of AUM | View | |
| MARK L. WESTERMAN, CPA CRD 141887 | — | Advisory firm Sole prop | $74.0M | 1 advisors | Hourly charges; Fixed fees | View | |
| DE LUCHI INVESTMENT MANAGEMENT CRD 125899 | — | Advisory firm Sole prop | $73.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KEENER INVESTMENTS CRD 117141 | — | Advisory firm Sole prop | $73.4M | 1 advisors | Percentage of AUM | View | |
| HERITAGE HOUSE ASSET MANAGEMENT CRD 125868 | Boston, MA | Advisory firm Sole prop | $72.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WILLIAM EDWARD DURNAN CRD 128916 | Far Hills, NJ | Advisory firm Sole prop | $70.0M | 1 advisors | Hourly charges | View | |
| ASPIRE ADVISORY SERVICES CRD 129828 | Lodi, CA | Advisory firm Sole prop | $69.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFORMED INVESTORS GROUP CRD 105824 | — | Advisory firm Sole prop | $69.2M | 1 advisors | Percentage of AUM | View | |
| RITTER WEALTH COUNSEL CRD 107474 | San Rafael, CA | Advisory firm Sole prop | $68.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOVEREIGN ASSET MANAGEMENT CRD 108305 | — | Advisory firm Sole prop | $67.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEMMER, ROBERT ARDEN CRD 134695 | Healdsburg, CA | Advisory firm Sole prop | $67.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHLASTAWA, ALLAN F. CRD 288859 | NY | Advisory firm Sole prop | $67.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NO-LOAD ASSET MANAGEMENT CRD 136309 | — | Advisory firm Sole prop | $66.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FLEMING FINANCIAL ADVISING CRD 134146 | Walnut Creek, CA | Advisory firm Sole prop | $65.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIMOTHY J MCDONALD CPA CFP CRD 125211 | Lake Barrington, IL | Advisory firm Sole prop | $65.0M | 1 advisors | Percentage of AUM | View | |
| ROBERT WILLIAM SHOEMAKER,III CRD 128852 | — | Advisory firm Sole prop | $63.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES CRD 135506 | St.. Helena, CA | Advisory firm Sole prop | $63.2M | 1 advisors | Percentage of AUM | View | |
| MELONAKIS FINANCIAL CRD 111930 | — | Advisory firm Sole prop | $62.1M | 1 advisors | Percentage of AUM | View | |
| CUBED SYSTEMS CRD 174967 | — | Advisory firm Sole prop | $61.7M | 1 advisors | Percentage of AUM | View | |
| EQUITYTRUST CRD 127412 | — | Advisory firm Sole prop | $61.2M | 1 advisors | Percentage of AUM | View | |
| NICHOLS INVESTMENT MANAGEMENT CRD 121108 | Bangor, ME | Advisory firm Sole prop | $60.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FARRAR FINANCIALS CRD 140223 | — | Advisory firm Sole prop | $58.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ONE HOPPER ASSET MANAGEMENT CRD 168816 | Utica, NY | Advisory firm Sole prop | $57.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AUSTIN CONSULTING CRD 327134 | — | Advisory firm Sole prop | $56.8M | 1 advisors | Fixed fees | View |