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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 | |||||
|---|---|---|---|---|---|---|---|
| JONATHAN P.LUNDMARK, CPA,CFP CRD 127727 | Tyler, TX | Advisory firm Sole prop | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORANGE COUNTY ASSET MANAGEMENT CRD 170863 | — | Advisory firm Sole prop | $2.8M | 1 advisors | Percentage of AUM | View | |
| LINCOLN ASSET MANAGEMENT CRD 131192 | — | Advisory firm Sole prop | $2.7M | 1 advisors | Percentage of AUM | View | |
| SILVER THREAD INVESTMENTS CRD 112906 | — | Advisory firm Sole prop | $2.6M | 1 advisors | Percentage of AUM; NO FEES CHARGED TO CLIENTS | View | |
| SCOTT VALUE INVESTING CRD 143579 | — | Advisory firm Sole prop | $2.6M | 1 advisors | Percentage of AUM | View | |
| MICHAEL FULCHER, CPA CRD 115218 | — | Advisory firm Sole prop | $2.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LAGUNA INVESTMENT SERVICES CRD 146442 | — | Advisory firm Sole prop | $2.5M | 1 advisors | Percentage of AUM | View | |
| DORNBUSCH ASSET MANAGEMENT CRD 113595 | — | Advisory firm Sole prop | $2.4M | 1 advisors | Percentage of AUM | View | |
| PAUL EDWARD FRITCH CPA CRD 308973 | — | Advisory firm Sole prop | $2.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCMAHON CAPITAL MANAGEMENT CRD 134785 | — | Advisory firm Sole prop | $2.2M | 1 advisors | Percentage of AUM | View | |
| A. TO Z. FINANCIAL CONSULTING AND WEALTH MANAGEMENT CRD 172485 | — | Advisory firm Sole prop | $2.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DAVID B. BRANDOLPH, J.D., CFP CRD 113956 | — | Advisory firm Sole prop | $2.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENTPOST ADVISORY CRD 32238 | — | Advisory firm Sole prop | $2.0M | 2 advisors | Percentage of AUM | View | |
| MALEY FINANCIAL PLANNING CRD 139272 | — | Advisory firm Sole prop | $2.0M | — | Percentage of AUM · Hourly charges +1 more | View | |
| YARRINGTON MANAGEMENT COMPANY CRD 111994 | Westborough, MA | Advisory firm Sole prop | $2.0M | 1 advisors | PRO BONO | View | |
| INFLUX CAPITAL MANAGEMENT CRD 282367 | — | Advisory firm Sole prop | $2.0M | 1 advisors | Percentage of AUM | View | |
| DAVID RUSSELL FJELDSTED CRD 117244 | Farmington, UT | Advisory firm Sole prop | $2.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HANEY CAPITAL MANAGEMENT CRD 166642 | — | Advisory firm Sole prop | $1.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LA LOMA CAPITAL CRD 152440 | — | Advisory firm Sole prop | $1.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JSW GLOBAL CAPITAL GROUP CRD 136295 | Fresno, CA | Advisory firm Sole prop | $1.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VANDA ADVISERS CRD 277035 | — | Advisory firm Sole prop | $1.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MICHAEL KEITH PARISH CRD 114548 | — | Advisory firm Sole prop | $1.7M | 1 advisors | Percentage of AUM | View | |
| AFFIRMATIVE FINANCIAL SERVICES CRD 174344 | — | Advisory firm Sole prop | $1.7M | 1 advisors | Percentage of AUM | View | |
| STEVEN C. NELSON, CFP CRD 130218 | — | Advisory firm Sole prop | $1.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |