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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 | |||||
|---|---|---|---|---|---|---|---|
| R. HILLES GRAHAM CRD 116815 | Washington, DC | Advisory firm Sole prop | $19.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHALLER ASSOCIATES CRD 128543 | — | Advisory firm Sole prop | $19.4M | 1 advisors | Percentage of AUM | View | |
| DALE, BARRY N. CRD 159037 | — | Advisory firm Sole prop | $19.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| G&F FINANCIAL SERVICES CRD 128940 | — | Advisory firm Sole prop | $19.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EUDAIMON WEALTH MANAGEMENT CRD 307658 | — | Advisory firm Sole prop | $19.0M | 1 advisors | Percentage of AUM | View | |
| NOISY CREEK CAPITAL CRD 328103 | — | Advisory firm Sole prop | $18.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PANORAMIC FINANCIAL MANAGEMENT CRD 285416 | — | Advisory firm Sole prop | $18.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CAPE ANN FINANCIAL CRD 131088 | — | Advisory firm Sole prop | $18.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ORF CAPITAL MANAGEMENT CRD 134163 | — | Advisory firm Sole prop | $18.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| H. ANTHONY RUCKEL CRD 171403 | Denver, CO | Advisory firm Sole prop | $18.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STYBR & ASSOCIATES CRD 122957 | — | Advisory firm Sole prop | $17.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SIMPSON INVESTMENT COUNSEL CRD 107499 | Lexington, MA | Advisory firm Sole prop | $17.6M | 1 advisors | Percentage of AUM | View | |
| CLB FINANCIAL CRD 128323 | — | Advisory firm Sole prop | $17.4M | 1 advisors | Percentage of AUM | View | |
| SPRING CAPITAL MANAGEMENT CRD 136073 | — | Advisory firm Sole prop | $17.4M | 1 advisors | Percentage of AUM | View | |
| GRANT FINANCIAL GROUP CRD 121612 | Elberta, AL | Advisory firm Sole prop | $17.2M | 1 advisors | Percentage of AUM | View | |
| FIERRO, CHRISTOPHER P CRD 139448 | — | Advisory firm Sole prop | $17.1M | 1 advisors | Percentage of AUM | View | |
| ANDRE CAUBARREAUX CRD 117139 | — | Advisory firm Sole prop | $17.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST LIGHT FINANCIAL CRD 118922 | — | Advisory firm Sole prop | $17.0M | 1 advisors | Percentage of AUM | View | |
| TWENTY FIRST INVESTORS CRD 115715 | — | Advisory firm Sole prop | $17.0M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL CONSULTING SERVICES CRD 173235 | — | Advisory firm Sole prop | $17.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULEIHAN, CAMILLE, FARID CRD 129455 | — | Advisory firm Sole prop | $16.9M | 1 advisors | Percentage of AUM | View | |
| BOWERS CAPITAL MANAGEMENT CRD 120895 | — | Advisory firm Sole prop | $16.7M | 1 advisors | Percentage of AUM | View | |
| RUSSO INVESTMENT MANAGEMENT CRD 107164 | — | Advisory firm Sole prop | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANYANTREE WEALTH MANAGEMENT CRD 319713 | — | Advisory firm Sole prop | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |