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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL LIFEMAPS CRD 144028 | — | Advisory firm Sole prop | $8.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| SCHRAM, LORI CRD 329637 | Kansas City, MO | Advisory firm Sole prop | $8.1M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL STRATEGIES CRD 111341 | — | Advisory firm Sole prop | $8.0M | 1 advisors | Percentage of AUM | View | |
| JAMES D. VOOYS CPA/PFS CRD 133332 | — | Advisory firm Sole prop | $7.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JM LOTSHAW CONSULTING CRD 126808 | — | Advisory firm Sole prop | $7.9M | 1 advisors | Percentage of AUM | View | |
| PRINCE, WILLIAM L CRD 304072 | — | Advisory firm Sole prop | $7.9M | 1 advisors | Percentage of AUM; AD HOC SECURITY OR PORTFOLIO ANALYSIS | View | |
| NEW DIMENSIONS INVESTMENT COMPANY CRD 124289 | — | Advisory firm Sole prop | $7.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JS WEALTH INVESTMENT GROUP CRD 164184 | — | Advisory firm Sole prop | $7.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DIVERSIFIED CONSUMER PLANNING CRD 124256 | — | Advisory firm Sole prop | $7.5M | 1 advisors | Percentage of AUM | View | |
| DOUGLAS BRIAN NEYLAND CRD 113095 | — | Advisory firm Sole prop | $7.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NEYREY, RENE' J. CRD 126578 | Clearwater, FL | Advisory firm Sole prop | $7.4M | 1 advisors | Percentage of AUM | View | |
| JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT CRD 153286 | — | Advisory firm Sole prop | $7.4M | 1 advisors | Percentage of AUM | View | |
| ABRAHAM, ROBERT RALPH JR CRD 127627 | — | Advisory firm Sole prop | $7.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOMPERT FINANCIAL CRD 153780 | — | Advisory firm Sole prop | $7.4M | 1 advisors | Percentage of AUM | View | |
| LEWIS-BERKELEY ASSET MANAGEMENT CRD 127352 | — | Advisory firm Sole prop | $7.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TIMOTHY L. CONNER CRD 121661 | — | Advisory firm Sole prop | $7.2M | 1 advisors | Percentage of AUM | View | |
| MEEHAN, BERNARD CRD 142437 | — | Advisory firm Sole prop | $7.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DEJARNATT, PAUL E CRD 138820 | Pleasanton, CA | Advisory firm Sole prop | $7.1M | 1 advisors | Percentage of AUM | View | |
| LIPTON CAPITAL MANAGEMENT CRD 141767 | — | Advisory firm Sole prop | $7.0M | 1 advisors | Percentage of AUM | View | |
| BRIGHAM JR, WILLIAM H CRD 122667 | Mobile, AL | Advisory firm Sole prop | $7.0M | 1 advisors | Percentage of AUM | View | |
| CHARYBDIS INVESTMENTS INTERNATIONAL CRD 284971 | High Falls, NY | Advisory firm Sole prop | $7.0M | 1 advisors | Percentage of AUM | View | |
| OPSIS ADVISORY GROUP CRD 114240 | — | Advisory firm Sole prop | $6.7M | 1 advisors | Percentage of AUM | View | |
| WAYUP WEALTH BUILDING GROUP CRD 168482 | — | Advisory firm Sole prop | $6.6M | 1 advisors | Performance-based fees | View | |
| ENRIQUE VILLALOBOS & ASSOCIATES CRD 285049 | West Covina, CA | Advisory firm Sole prop | $6.6M | 1 advisors | Percentage of AUM | View |