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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 | |||||
|---|---|---|---|---|---|---|---|
| LAUGHLIN FINANCIAL ADVISORS CRD 301979 | — | Advisory firm Sole prop | $13.8M | 1 advisors | Percentage of AUM | View | |
| DUKE FINANCIAL SERVICES CRD 133024 | — | Advisory firm Sole prop | $13.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINNESTAD FINANCIAL CRD 141420 | — | Advisory firm Sole prop | $13.6M | 1 advisors | Percentage of AUM | View | |
| TRINGLE JR., JOHN R. CRD 171382 | — | Advisory firm Sole prop | $13.5M | 1 advisors | Percentage of AUM | View | |
| MENON/BROWN ADVISORY GROUP CRD 127508 | — | Advisory firm Sole prop | $13.1M | 1 advisors | Percentage of AUM | View | |
| RICHARD A. STEBBINS CPA CFP CMFC CRD 123694 | — | Advisory firm Sole prop | $13.1M | 1 advisors | Percentage of AUM | View | |
| STEPHEN A. DIPISA REGISTERED INVESTMENT ADVISOR CRD 124566 | — | Advisory firm Sole prop | $13.0M | 1 advisors | Percentage of AUM | View | |
| FREDERICK H. CRON CRD 111991 | — | Advisory firm Sole prop | $12.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SANSONE & ASSOCIATES CRD 130053 | San Antonio, TX | Advisory firm Sole prop | $12.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BATLEY & ASSOCIATES CRD 155458 | — | Advisory firm Sole prop | $12.3M | 2 advisors | Percentage of AUM | View | |
| SIERRA FINANCIAL MANAGEMENT CO. CRD 136795 | — | Advisory firm Sole prop | $12.2M | 1 advisors | Percentage of AUM | View | |
| CAPITAL WEALTH MANAGEMENT CRD 137223 | Tewksbury, MA | Advisory firm Sole prop | $12.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL MANAGEMENT SERVICES CRD 135617 | — | Advisory firm Sole prop | $12.0M | 1 advisors | Percentage of AUM | View | |
| ROWAYTON INVESTMENT ADVISORS CRD 161597 | — | Advisory firm Sole prop | $12.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTUNES INTERNATIONAL INVESTMENT MANAGEMENT CRD 145703 | — | Advisory firm Sole prop | $12.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAT FINANCIAL ADVISORS INC. CRD 283792 | — | Advisory firm Sole prop | $11.7M | 1 advisors | Percentage of AUM | View | |
| BERT RIDDELL CRAMER, INVESTMENT ADVISER CRD 121241 | — | Advisory firm Sole prop | $11.5M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING CENTER CRD 167957 | — | Advisory firm Sole prop | $11.5M | 1 advisors | Percentage of AUM | View | |
| DENNER CAPITAL MANAGEMENT CRD 116879 | — | Advisory firm Sole prop | $11.1M | 1 advisors | Percentage of AUM | View | |
| CHASAN CAPITAL MANAGEMENT CRD 141021 | — | Advisory firm Sole prop | $11.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RONALD A. LEDERKRAMER, CPA, CFP CRD 137373 | — | Advisory firm Sole prop | $11.1M | 1 advisors | Percentage of AUM | View | |
| FVS FINANCIAL CRD 117340 | — | Advisory firm Sole prop | $11.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JURKIEWICZ, CHRISTOPHER CRD 126644 | New York, NY | Advisory firm Sole prop | $11.0M | 0 total employees | Percentage of AUM | View | |
| NEIL A RUE, CFA INVESTMENT ADVISOR CRD 331048 | — | Advisory firm Sole prop | $10.8M | 1 advisors | Percentage of AUM | View |