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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 | |||||
|---|---|---|---|---|---|---|---|
| CAREY, PATRICK JOSEPH CRD 142565 | — | Advisory firm Sole prop | $903K | 1 advisors | Percentage of AUM | View | |
| TAYLOR FINANCIAL CONSULTING CRD 114577 | Lantana, TX | Advisory firm Sole prop | $807K | 1 advisors | Percentage of AUM | View | |
| TAYLOR & TAYLOR FINANCIAL SERVICES CRD 117968 | — | Advisory firm Sole prop | $800K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCOTT, RALPH UPTON CRD 128237 | — | Advisory firm Sole prop | $760K | 1 advisors | Percentage of AUM | View | |
| PARKVIEW CAPITAL MANAGEMENT CRD 133261 | Highland Park, NJ | Advisory firm Sole prop | $760K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BISHOP, JT CRD 336190 | — | Advisory firm Sole prop | $750K | 1 advisors | PERSONAL ACCOUNTS | View | |
| BARTLETT, LAWRENCE E CRD 136282 | Arcadia, CA | Advisory firm Sole prop | $700K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CME STRATEGIC WEALTH MANAGEMENT CRD 282471 | Temecula, CA | Advisory firm Sole prop | $644K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRED MILLER & ASSOC. CRD 118741 | — | Advisory firm Sole prop | $625K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH CFP, KARYN CRD 321738 | Normal, IL | Advisory firm Sole prop | $600K | 1 advisors | Percentage of AUM | View | |
| TED C. EARLE CRD 116672 | — | Advisory firm Sole prop | $580K | 1 advisors | Percentage of AUM | View | |
| BUDGE, DAVID M. CRD 147046 | — | Advisory firm Sole prop | $580K | 1 advisors | Percentage of AUM | View | |
| BANNER INVESTMENT CONSULTANTS CRD 106439 | — | Advisory firm Sole prop | $495K | 1 advisors | Percentage of AUM | View | |
| DONALD W. TRAYLOR CRD 141826 | — | Advisory firm Sole prop | $334K | 1 advisors | Fixed fees | View | |
| RETIREMENT PLANNERS CRD 134656 | El Segundo, CA | Advisory firm Sole prop | $290K | 1 advisors | Hourly charges | View | |
| CONAGHAN FINANCIAL SERVICES CRD 171531 | — | Advisory firm Sole prop | $263K | 1 advisors | CURRENTLY DO NOT CHARGE CLIENT | View | |
| SHAI WEINBAUM INVESTMENT MANAGEMENT CRD 167376 | — | Advisory firm Sole prop | $219K | 1 advisors | Percentage of AUM | View | |
| SCOTT CLAMPITT, REGISTERED INVESTMENT ADVISOR CRD 154214 | — | Advisory firm Sole prop | $213K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRILOGY ADVISORS CRD 319519 | — | Advisory firm Sole prop | $200K | 1 advisors | Percentage of AUM | View | |
| KANAKA STRATEGIES CRD 148800 | — | Advisory firm Sole prop | $193K | 1 advisors | Percentage of AUM | View | |
| LAWRENCE FINANCIAL SERVICES CRD 118072 | — | Advisory firm Sole prop | $100K | 1 advisors | Percentage of AUM | View | |
| TCM INVESTMENT ADVISERS CRD 137543 | — | Advisory firm Sole prop | $78K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEARSON, FREDERICK, NORMAN JR. CRD 152181 | San Diego, CA | Advisory firm Sole prop | $76K | 1 advisors | Percentage of AUM | View | |
| SR99ADVISORS CRD 338890 | — | Advisory firm Sole prop | $39K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |