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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 | |||||
|---|---|---|---|---|---|---|---|
| HARTMAN, WILLIAM DENTON CRD 130469 | Batesville, MS | Advisory firm Sole prop | $29.2M | 1 advisors | Percentage of AUM | View | |
| MOORE, DOROTHEA JANE CRD 122248 | — | Advisory firm Sole prop | $28.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STINSON FINANCIAL PLANNING CRD 121272 | — | Advisory firm Sole prop | $27.9M | 1 advisors | Hourly charges; Fixed fees | View | |
| RICHARD VEERMAN CRD 114047 | — | Advisory firm Sole prop | $27.8M | 1 advisors | Percentage of AUM | View | |
| OSBORNE CAPITAL MANAGEMENT CRD 144394 | San Diego, CA | Advisory firm Sole prop | $27.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DAVENPORT WEALTH ADVISORS CRD 219513 | — | Advisory firm Sole prop | $27.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARK HARRIS SERVICES CRD 117136 | — | Advisory firm Sole prop | $27.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DEAK REYNOLDS COMPANY CRD 168714 | — | Advisory firm Sole prop | $26.9M | 1 advisors | Percentage of AUM | View | |
| DBA/RANKIN CAPITAL INVESTMENT MANAGEMENT CRD 116919 | — | Advisory firm Sole prop | $26.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SHIMKUS, PETER E CRD 130080 | — | Advisory firm Sole prop | $26.4M | 1 advisors | Percentage of AUM; Commissions | View | |
| GARY M. MARTINEZ CRD 115972 | Mulvane, KS | Advisory firm Sole prop | $26.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAN DUIVENDYK CAPITAL MANAGEMENT CRD 114748 | Waco, TX | Advisory firm Sole prop | $26.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CUSTOM WEALTH SOLUTIONS CRD 334515 | — | Advisory firm Sole prop | $26.0M | 2 advisors | Percentage of AUM | View | |
| GOGATE, UDAY S. CRD 151314 | — | Advisory firm Sole prop | $26.0M | 1 advisors | Percentage of AUM | View | |
| WANDA KILMAN PITTMAN CRD 147698 | Roanoke, VA | Advisory firm Sole prop | $25.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SULLIVAN CAPITAL MANAGEMENT CRD 112365 | — | Advisory firm Sole prop | $25.6M | 1 advisors | Percentage of AUM | View | |
| G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP CRD 129692 | — | Advisory firm Sole prop | $25.5M | 1 advisors | Percentage of AUM | View | |
| DAVID ETTL FINANCIAL CRD 158127 | — | Advisory firm Sole prop | $25.3M | 1 advisors | Percentage of AUM | View | |
| CDB ADVISORY & CONSULTING CRD 314797 | — | Advisory firm Sole prop | $25.2M | 1 advisors | Percentage of AUM | View | |
| ADV INVESTMENT MANAGEMENT CRD 125326 | — | Advisory firm Sole prop | $25.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ERNEST J. BROUSSEAU, CPA, CFP® CRD 128112 | Manchester, CT | Advisory firm Sole prop | $24.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE KLAUSMAN GROUP CRD 286505 | — | Advisory firm Sole prop | $24.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AZM FINANCIAL CRD 288455 | — | Advisory firm Sole prop | $24.5M | 1 advisors | Percentage of AUM | View | |
| FLANAGAN FINANCIAL MANAGEMENT CRD 167486 | — | Advisory firm Sole prop | $24.1M | 1 advisors | Percentage of AUM; Hourly charges | View |