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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 | |||||
|---|---|---|---|---|---|---|---|
| EDWARD ALLEN BENSON, PHD. CRD 115866 | — | Advisory firm Sole prop | $38.0M | 1 advisors | Percentage of AUM | View | |
| WILLIAM WOLCOTT HALL INVESTMENT ADVISER CRD 112460 | — | Advisory firm Sole prop | $37.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LEE, KIMUN CRD 118512 | San Francisco, CA | Advisory firm Sole prop | $37.8M | 1 advisors | Percentage of AUM | View | |
| ROBERT GUJRAL CPA CRD 138738 | — | Advisory firm Sole prop | $36.8M | 1 advisors | Percentage of AUM | View | |
| DEE-ANN R. FOX, CFP CRD 126184 | — | Advisory firm Sole prop | $35.7M | 1 advisors | Hourly charges; PLAN / PROJECT BASIS | View | |
| G. DOUGLAS WEALTH MANAGEMENT CRD 323256 | Toms River, NJ | Advisory firm Sole prop | $35.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PORTA INVESTMENT MANAGEMENT CRD 130185 | Vallejo, CA | Advisory firm Sole prop | $35.3M | 1 advisors | Percentage of AUM | View | |
| JAMES G. MCCLELLAN CPA CRD 114230 | Sugar Land, TX | Advisory firm Sole prop | $34.4M | 1 employees | Percentage of AUM; Hourly charges | View | |
| CAPITAL ADVISORS CRD 116881 | — | Advisory firm Sole prop | $34.0M | 1 advisors | Percentage of AUM | View | |
| PB CAPITAL CRD 319410 | Simi Valley, CA | Advisory firm Sole prop | $33.9M | 1 advisors | Percentage of AUM | View | |
| MERIDIAN ASSET MANAGEMENT CRD 309728 | — | Advisory firm Sole prop | $33.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL CONSULTING ASSOCIATES CRD 114044 | — | Advisory firm Sole prop | $33.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DAVID W. MCKINLAY, CHFC CRD 112449 | — | Advisory firm Sole prop | $32.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL SOLUTIONS CRD 131632 | — | Advisory firm Sole prop | $32.4M | 1 advisors | Percentage of AUM | View | |
| PCK INVESTMENTS CRD 146997 | — | Advisory firm Sole prop | $32.3M | 1 advisors | Percentage of AUM | View | |
| GERALD L. DELON, PHD CRD 126137 | — | Advisory firm Sole prop | $32.1M | 1 advisors | Percentage of AUM | View | |
| TIMOTHY CRAIG STEENWYK CRD 313753 | — | Advisory firm Sole prop | $32.0M | 2 advisors | Percentage of AUM | View | |
| THE SWANSON FINANCIAL GROUP CRD 164869 | — | Advisory firm Sole prop | $31.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LOWRY FINANCIAL SERVICES CRD 326722 | — | Advisory firm Sole prop | $30.8M | 1 advisors | Percentage of AUM | View | |
| IFL FINANCIAL ADVISORS CRD 152713 | — | Advisory firm Sole prop | $30.7M | 1 advisors | Percentage of AUM | View | |
| CAPITAL ADVISOR MANAGEMENT CRD 121838 | Towson, MD | Advisory firm Sole prop | $30.3M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| CONTEMPORARY PLANNING ALTERNATIVES CRD 126834 | — | Advisory firm Sole prop | $30.0M | 1 advisors | Percentage of AUM | View | |
| TAX & FINANCIAL MANAGEMENT CRD 127757 | Atlanta, GA | Advisory firm Sole prop | $30.0M | 1 advisors | Percentage of AUM; Commissions | View | |
| FJP PORTFOLIO MANAGEMENT CRD 115038 | — | Advisory firm Sole prop | $29.5M | 1 advisors | Percentage of AUM | View |