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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 | |||||
|---|---|---|---|---|---|---|---|
| FORESIGHT INVESTING CRD 128595 | — | Advisory firm Sole prop | $4.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FLESCHNER INVESTMENTS CRD 244787 | — | Advisory firm Sole prop | $4.9M | 1 advisors | Percentage of AUM | View | |
| WOJICK CAPITAL MANAGEMENT CRD 329006 | — | Advisory firm Sole prop | $4.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GERALD BUTRIMOVITZ WEALTH ADVISORY CRD 112015 | — | Advisory firm Sole prop | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| JAMES A. JIMENEZ CRD 136200 | San Jose, CA | Advisory firm Sole prop | $4.8M | 1 advisors | Percentage of AUM | View | |
| BORDEN PORTFOLIO MANAGEMENT CRD 122501 | — | Advisory firm Sole prop | $4.7M | 1 advisors | Percentage of AUM | View | |
| SYNERGOS CAPITAL MANAGEMENT CRD 315583 | — | Advisory firm Sole prop | $4.6M | 1 advisors | Percentage of AUM | View | |
| SIZEMORE FINANCIAL SERVICES CRD 125296 | — | Advisory firm Sole prop | $4.6M | 1 advisors | Percentage of AUM | View | |
| TAYLOR INVESTMENT ADVISORY CRD 142833 | — | Advisory firm Sole prop | $4.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAINS, TONYA R CRD 331854 | — | Advisory firm Sole prop | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLAMEUSER ASSET MANAGEMENT CRD 137149 | — | Advisory firm Sole prop | $4.5M | — | Percentage of AUM · Hourly charges +1 more | View | |
| GEORGE EDWARD RUSSELL DBA RUSSELL AND COMPANY CRD 121914 | — | Advisory firm Sole prop | $4.5M | 1 advisors | Percentage of AUM | View | |
| MB & ASSOCIATES CRD 123530 | — | Advisory firm Sole prop | $4.5M | 1 advisors | Percentage of AUM | View | |
| MAIN STREET FINANCIAL ADVISORS CRD 132141 | — | Advisory firm Sole prop | $4.5M | 1 advisors | Percentage of AUM | View | |
| JEAN PIERRE MASSE CRD 158452 | Venice, FL | Advisory firm Sole prop | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORLD FINANCIAL ASSETS ADVISORY CRD 122363 | — | Advisory firm Sole prop | $4.3M | 1 advisors | Percentage of AUM | View | |
| BOYLSTON CAPITAL MANAGEMENT CRD 133140 | — | Advisory firm Sole prop | $4.3M | 1 advisors | Percentage of AUM | View | |
| DWOJESKI, JOHN J CRD 129491 | — | Advisory firm Sole prop | $4.2M | 1 advisors | Percentage of AUM | View | |
| WILLIAM D HUGHES CRD 284272 | — | Advisory firm Sole prop | $4.1M | 1 advisors | Percentage of AUM | View | |
| R GREGORY SOUDER CRD 115061 | — | Advisory firm Sole prop | $3.9M | 1 advisors | Percentage of AUM | View | |
| CURTIS C. ROSE & ASSOCIATES CRD 114816 | — | Advisory firm Sole prop | $3.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SALEM ASSET MANAGEMENT CRD 134309 | — | Advisory firm Sole prop | $3.7M | 1 advisors | Percentage of AUM | View | |
| SULLIVAN HAYMAKER CRD 332055 | — | Advisory firm Sole prop | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGACY ADVISORS CRD 117747 | — | Advisory firm Sole prop | $3.6M | 1 advisors | Fixed fees | View |