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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 | |||||
|---|---|---|---|---|---|---|---|
| JOHN G. O'CONNELL CRD 323103 | — | Advisory firm Sole prop | $24.0M | 1 advisors | Percentage of AUM | View | |
| LOYND CAPITAL MANAGEMENT CRD 131709 | Marblehead, MA | Advisory firm Sole prop | $24.0M | 1 advisors | Percentage of AUM | View | |
| ELLISON INVESTMENT ADVISORS CRD 116393 | — | Advisory firm Sole prop | $23.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| R.O.S. ASSET MANAGEMENT CRD 116211 | — | Advisory firm Sole prop | $23.7M | 1 advisors | Percentage of AUM | View | |
| G.C. STEELE & COMPANY CRD 136953 | — | Advisory firm Sole prop | $23.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EE&A INVESTMENT MANAGEMENT CRD 113304 | — | Advisory firm Sole prop | $23.1M | 1 advisors | Percentage of AUM | View | |
| SUSAN CARLISLE CRD 134752 | — | Advisory firm Sole prop | $22.7M | 1 advisors | Fixed fees | View | |
| SOCIETY INVESTMENT MANAGEMENT CRD 121697 | — | Advisory firm Sole prop | $22.4M | 1 advisors | Percentage of AUM | View | |
| RLS FINANCIAL SERVICES CRD 305158 | Bloomsbury, NJ | Advisory firm Sole prop | $22.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CHERYL MORHAUSER & ASSOCIATES CRD 129504 | — | Advisory firm Sole prop | $22.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VANDEVENTER & COMPANY CRD 117479 | Windham, NH | Advisory firm Sole prop | $21.8M | 1 advisors | Percentage of AUM | View | |
| KEVIN CLARIDAY INVESTMENT ADVISOR CRD 139722 | — | Advisory firm Sole prop | $21.8M | 1 advisors | Percentage of AUM | View | |
| MERTZ CAPITAL CRD 307305 | — | Advisory firm Sole prop | $21.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MINNICK CAPITAL MANAGEMENT CRD 116385 | Topeka, KS | Advisory firm Sole prop | $21.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DALEIDEN WEALTH ADVISORS CRD 323892 | — | Advisory firm Sole prop | $21.5M | 1 advisors | Percentage of AUM | View | |
| RIEDE, TIFFANY CRD 334253 | — | Advisory firm Sole prop | $21.5M | 1 advisors | Fixed fees | View | |
| JAMESON & GRIFFIN FINANCIAL CRD 331653 | — | Advisory firm Sole prop | $21.0M | 1 advisors | Percentage of AUM | View | |
| TIANHU INVESTMENTS CRD 322665 | — | Advisory firm Sole prop | $21.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WOLFSON WEALTH MANAGEMENT CRD 154034 | — | Advisory firm Sole prop | $21.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B4 FINANCIAL PLANNING CRD 115871 | — | Advisory firm Sole prop | $21.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTFOLIOSBOSTON CRD 133132 | East Dennis, MA | Advisory firm Sole prop | $20.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCHMIDT, SCOTLAND CRD 307269 | — | Advisory firm Sole prop | $20.1M | 1 advisors | Percentage of AUM | View | |
| DIVIDENDS & MORE CRD 125313 | — | Advisory firm Sole prop | $20.1M | 1 advisors | Percentage of AUM | View | |
| PROTECTED CAPITAL MANAGEMENT CRD 106364 | — | Advisory firm Sole prop | $19.9M | 2 employees | Percentage of AUM | View |