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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 | |||||
|---|---|---|---|---|---|---|---|
| ASSET & RETIREMENT MANAGEMENT CRD 136569 | — | Advisory firm Sole prop | $6.5M | 1 advisors | Percentage of AUM | View | |
| SIBIR INVESTMENT ADVISORS CRD 296881 | — | Advisory firm Sole prop | $6.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILLENBROCK FINANCIAL PLANNING CRD 148656 | — | Advisory firm Sole prop | $6.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCINNIS GROUP CRD 142420 | — | Advisory firm Sole prop | $6.1M | 1 advisors | Percentage of AUM | View | |
| PECKHAM, DAVID A CRD 235790 | — | Advisory firm Sole prop | $6.1M | 1 advisors | MUTUAL FUND SERVICES FEES (12B-1 FEES) | View | |
| SMITH, BLAIR CRD 125134 | — | Advisory firm Sole prop | $6.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ANTHONY J. MANCINI, I.A. CRD 133537 | — | Advisory firm Sole prop | $6.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BECKER FINANCIAL SERVICES CRD 113783 | — | Advisory firm Sole prop | $6.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| P. WORLDWIDE, LLC CRD 159664 | — | Advisory firm Sole prop | $6.0M | 1 advisors | Percentage of AUM | View | |
| CHRISTIA LI ROBERTS CRD 142133 | — | Advisory firm Sole prop | $5.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RONALD RAY SCHULZE CRD 115007 | — | Advisory firm Sole prop | $5.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OSHIMA & ASSOCIATES CRD 10370 | Boston, MA | Advisory firm Sole prop | $5.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRYSTAL INVESTMENT MANAGEMENT CRD 153500 | — | Advisory firm Sole prop | $5.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HENSEL CAPITAL MANAGEMENT CRD 117903 | — | Advisory firm Sole prop | $5.3M | 1 advisors | Percentage of AUM | View | |
| POWER PLANS CRD 129431 | — | Advisory firm Sole prop | $5.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STEVENSON ADVISORY SERVICES & INVESTMENTS CRD 317925 | — | Advisory firm Sole prop | $5.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHANZER MANAGEMENT CRD 124452 | — | Advisory firm Sole prop | $5.2M | 1 advisors | Percentage of AUM | View | |
| ADVANTAGE FINANCIAL CONSULTANTS CRD 136441 | — | Advisory firm Sole prop | $5.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POULOS, ERNEST, D. CRD 142598 | — | Advisory firm Sole prop | $5.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JAMES C WANGERIN, CPA/PFS CRD 284491 | Deer Lodge, MT | Advisory firm Sole prop | $5.2M | 1 advisors | Percentage of AUM | View | |
| DBA, CORNERSTONE INVESTMENT COUNSEL CRD 111375 | — | Advisory firm Sole prop | $5.1M | 1 advisors | Percentage of AUM | View | |
| HIDALGO,JANET CRD 125432 | — | Advisory firm Sole prop | $5.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JOHN J. LOUGHLIN, INVESTMENT ADVISOR CRD 117247 | — | Advisory firm Sole prop | $5.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSEN FINANCIAL SERVICES CRD 153465 | — | Advisory firm Sole prop | $4.9M | 1 advisors | Percentage of AUM; Hourly charges | View |