Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| 5 STAR INVESTING CRD 155479 | Milton-Freewater, OR | Advisory firm Sole prop | $16.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JACKSON TAYLOR INVESTMENT SECURITIES CRD 155793 | — | Advisory firm Sole prop | $16.0M | 1 advisors | Percentage of AUM | View | |
| L. B. EDDY CRD 130483 | — | Advisory firm Sole prop | $15.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KILZER WEALTH MANAGEMENT CRD 134100 | Carmel, CA | Advisory firm Sole prop | $15.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DJ FINANCIAL CRD 168015 | Roseburg, OR | Advisory firm Sole prop | $15.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAKER CAPITAL MANAGEMENT CRD 112981 | — | Advisory firm Sole prop | $15.3M | 1 advisors | Percentage of AUM | View | |
| ANTONIO ANDRADE, CFP CRD 136312 | Ukiah, CA | Advisory firm Sole prop | $15.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLIFTON, ROGER LAMBERT CRD 118284 | — | Advisory firm Sole prop | $15.2M | 1 advisors | Percentage of AUM | View | |
| GEOFFRY H. OSHMAN, CFP CRD 114278 | — | Advisory firm Sole prop | $15.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEISBERG FINANCIAL SERVICES CRD 128535 | — | Advisory firm Sole prop | $15.0M | 1 advisors | Fixed fees | View | |
| ANDREWS INVESTMENT MANAGEMENT CRD 290345 | Augusta, GA | Advisory firm Sole prop | $15.0M | 1 advisors | Percentage of AUM | View | |
| JLA INVESTMENT MANAGEMENT CRD 171066 | — | Advisory firm Sole prop | $15.0M | 1 advisors | Percentage of AUM | View | |
| RETIREMENT SOLUTIONS CRD 118733 | — | Advisory firm Sole prop | $15.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 77TH STREET INVESTORS CRD 174445 | — | Advisory firm Sole prop | $15.0M | 1 advisors | Percentage of AUM | View | |
| CEDAR ROCK INVESTMENT ADVISORS CRD 143327 | — | Advisory firm Sole prop | $14.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| G, G, & M FINANCIAL GOALS CRD 117731 | — | Advisory firm Sole prop | $14.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEHTA SERVICES COMPANY CRD 144140 | — | Advisory firm Sole prop | $14.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENNESSY FINANCIAL SERVICES CRD 173578 | — | Advisory firm Sole prop | $14.6M | 1 advisors | Percentage of AUM | View | |
| MURRAY RUFFELL CRD 134169 | — | Advisory firm Sole prop | $14.3M | 1 advisors | Percentage of AUM | View | |
| OMELINA GROUP WEALTH MANAGEMENT INC. CRD 169334 | — | Advisory firm Sole prop | $14.2M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT MANAGEMENT 911 CRD 129026 | — | Advisory firm Sole prop | $14.1M | 1 advisors | Percentage of AUM | View | |
| LINDEN ASH CAPITAL CRD 120147 | — | Advisory firm Sole prop | $14.1M | 1 advisors | Percentage of AUM | View | |
| SPENCER FINANCIAL ADVISORS CRD 115844 | — | Advisory firm Sole prop | $14.0M | 1 advisors | Percentage of AUM | View | |
| PATRICK CAPITAL MANAGEMENT CRD 132269 | Geneva, IL | Advisory firm Sole prop | $13.9M | 1 advisors | Percentage of AUM; Commissions | View |