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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 | |||||
|---|---|---|---|---|---|---|---|
| MOORE, RONALD KEITH CRD 134964 | — | Advisory firm Sole prop | $3.5M | 1 advisors | Percentage of AUM | View | |
| OPTIONS BEST FINANCIAL CRD 301027 | — | Advisory firm Sole prop | $3.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAPORT WEALTH MANAGEMENT CRD 310684 | — | Advisory firm Sole prop | $3.5M | 2 advisors | Percentage of AUM | View | |
| ALTAIR INVESTMENT MANAGEMENT CRD 311963 | — | Advisory firm Sole prop | $3.5M | 1 advisors | Percentage of AUM | View | |
| WEBSTER WEALTH MANAGEMENT CRD 168347 | — | Advisory firm Sole prop | $3.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MYERS, WALTER L CRD 151436 | — | Advisory firm Sole prop | $3.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE RETIREMENT PLANNING CENTER CRD 296894 | — | Advisory firm Sole prop | $3.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHN NAVIN NAVIDOMSKIS IV CRD 114878 | — | Advisory firm Sole prop | $3.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DUNCAN, DEAN BRYAN CRD 155151 | — | Advisory firm Sole prop | $3.2M | 1 advisors | Percentage of AUM | View | |
| T.S. FINANCIAL PLANNING CRD 334585 | — | Advisory firm Sole prop | $3.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROGER F. WOODMAN JR. & CO. CRD 119778 | — | Advisory firm Sole prop | $3.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASCIO WEALTH MANAGEMENT CRD 317292 | — | Advisory firm Sole prop | $3.2M | 1 advisors | Percentage of AUM | View | |
| FICHTER & CO. INVESTORS CRD 131997 | — | Advisory firm Sole prop | $3.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HEISER INVESTMENT ADVISERS CRD 168924 | — | Advisory firm Sole prop | $3.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RONALD J. IANNUCCI CFP CRD 298181 | Woodbury, CT | Advisory firm Sole prop | $3.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COORDINATED FINANCIAL MANAGEMENT CRD 116854 | — | Advisory firm Sole prop | $3.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DONAL FIDUCIARIES CRD 292848 | Sout Boston, MA | Advisory firm Sole prop | $3.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| J.W. JARVIS INVESTMENT ADVISORS CRD 143894 | — | Advisory firm Sole prop | $3.0M | 1 advisors | Percentage of AUM | View | |
| KBL INVESTMENT MANAGEMENT CRD 123007 | — | Advisory firm Sole prop | $3.0M | 1 advisors | Percentage of AUM | View | |
| SCHERRER FINANCIAL SERVICES CRD 134126 | — | Advisory firm Sole prop | $3.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WATERFRONT ADVISORS CRD 324398 | — | Advisory firm Sole prop | $3.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SUNLIGHT INVESTMENTS CRD 292139 | — | Advisory firm Sole prop | $3.0M | 1 advisors | Percentage of AUM | View | |
| THE JACOBS FINANCIAL GROUP CRD 139136 | — | Advisory firm Sole prop | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENIORSOLUTIONS CRD 141878 | — | Advisory firm Sole prop | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |