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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 | |||||
|---|---|---|---|---|---|---|---|
| MATTHEW J COHEN CONSULTING CRD 284073 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| MAXINE WEINER, CFP(R) CRD 125834 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| MCBRIDE FINANCIAL CRD 155741 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCDONELL, MARK ROBERT CRD 136210 | Santa Rosa, CA | Advisory firm Sole prop | — | 0 total employees | Hourly charges | View | |
| MCKINNEY FINANCIAL PLANNING & MANAGEMENT CRD 117526 | Vienna, VA | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| MCNALLY, DAVID D. CRD 122907 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MCQUADE, KATHLEEN MARY CRD 155892 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| METASENSE CRD 331502 | Braga | Advisory firm Sole prop | — | — | Fees not disclosed | View | |
| MIDWEST VALUE PLANNING CRD 333441 | — | Advisory firm Sole prop | — | 1 employees | Hourly charges; RETAINER FEE, PROJECT FEE | View | |
| MIOTTO, JORDAN PHILIP CRD 340649 | — | Advisory firm Sole prop | — | 1 advisors | Fixed fees | View | |
| MLR RETIREMENT SERVICES CRD 286377 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MT. TIMP CAPITAL CRD 324028 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NAQVI, MUJTEBA CRD 318382 | Seattle, WA | Advisory firm Sole prop | — | — | Fees not disclosed | View | |
| NATALIE M. KASSENYEVA CRD 158740 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| NEARY, FRANCIS M CPA CRD 124754 | Melville, NY | Advisory firm Sole prop | — | 1 advisors | REFERRAL FEES FROM 3RD-PARTY SEC RIA | View | |
| O.V. DAVI CRD 111367 | — | Advisory firm Sole prop | — | 1 advisors | NONE | View | |
| OGDEN, THOMAS CRD 318003 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFIC SHORES INVESTMENT ADVISORS CRD 149710 | — | Advisory firm Sole prop | $0 | 1 advisors | NO COMPENSATION | View | |
| PACRIM ADVISORY SERVICES CRD 164906 | — | Advisory firm Sole prop | — | 2 advisors | Percentage of AUM | View | |
| PATELS AND COMPANY CAPITAL CRD 335296 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEARTREE ADVISORY CRD 335723 | Rochester, NY | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| PEBBLE CAPITAL MANAGEMENT CRD 312089 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PERLMUTTER, LAURENCE M. CRD 147734 | Stoughton, MA | Advisory firm Sole prop | — | 1 employees | REFERRAL FEE ONLY | View | |
| PERPETUAL FINANCIAL CRD 128049 | West Newton, MA | Advisory firm Sole prop | — | 1 advisors | Commissions; FEES FOR MONITORING 3RD PARTY MANAGER | View |