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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Single-owner practices registered as sole proprietorships.

1,145 advisers found

Advisory firmSole propWebsite listed

LARSON, ORLAN BLAINE

AUM

$59.9M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

FOURTHPOINT ADVISORS

AUM

$59.1M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

CRUSE INVESTMENTS

AUM

$58.4M

Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

STEELE ASSET MANAGEMENT

AUM

$57.7M

Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

BAY CAPITAL

Tampa, FL

AUM

$56.1M

Based in FL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Market timing

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Commissions

View detailsVisit website
Advisory firmSole propWebsite listed

ROACH INVESTMENT SERVICES

San Mateo, CA

AUM

$55.9M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

KEITH KELVIN ANDERSON

AUM

$55.0M

Single-office firm
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

TRINITY WEALTH SOLUTIONS LLC

Sterling Heights, MI

AUM

$53.1M

Based in MI
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

STAR FINANCIAL SERVICES

AUM

$53.0M

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ENDEAVOR FINANCIAL PLANNING

Sacramento, CA

AUM

$51.8M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

NEWMYER WEALTH MANAGEMENT

Houston, TX

AUM

$51.3M

Based in TX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

MACNEIL CAPITAL MANAGEMENT

AUM

$48.4M

Single-office firm
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)
  • Publication of periodicals

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

AVAARI FINANCIAL

AUM

$48.2M

Single-office firm
Wealth MgmtFee-Only/Hourly
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

STERLING OAK ADVISORS

Boston, MA

AUM

$47.5M

Based in MA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

MILLENNIUM PORTFOLIO ADVISORS

AUM

$45.5M

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

CELIA MANN BAEHR, CFP

Mobile, AL

AUM

$44.8M

Based in AL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT PLANNING

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
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