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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 | |||||
|---|---|---|---|---|---|---|---|
| PHILIP A. BLEIER, CPA CRD 124936 | — | Advisory firm Sole prop | — | 1 advisors | AS A MORGAN STANLEY SMITH BARNEY CPA ALLIANCE MARKETER | View | |
| PHILIP M. WATSON, FINANCIAL ADVISOR CRD 114749 | Franklin, TN | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| PRODEO FINANCIAL SERVICES CRD 111791 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| QUALITY WEALTH MANAGEMENT CRD 136071 | Phoenix, AZ | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| QUORUM ADVISORS CRD 128147 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| R&B FINANCIAL CONSULTANTS CRD 119842 | Wadsworth, OH | Advisory firm Sole prop | — | 1 advisors | Fixed fees | View | |
| RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES CRD 150168 | Canyon Lake, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| RAYMOND L. GAZELLE JR. CRD 141530 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges | View | |
| RAYMOND LIAO INVESTMENT ADVISOR CRD 312570 | Arcadia, CA | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RCV FINANCIAL SERVICES CRD 111954 | Valencia, CA | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICH CAPITAL MANAGEMENT CRD 115498 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| ROBERTA LEE-DRISCOLL CRD 117263 | Honolulu, HI | Advisory firm Sole prop | — | 2 employees | Hourly charges; Fixed fees | View | |
| ROBERTSON, DYLAN CRD 332286 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges | View | |
| ROWLAND FINANCIAL SERVICES CRD 284540 | Roseville, CA | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUBEN CANO CONSULTING CRD 337523 | Cali, FL | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RUSSELL J. D'ALBA CRD 126347 | Williamsville, NY | Advisory firm Sole prop | — | 1 advisors | % OF NET ACCOUNT VALUE (ALWAYS LESS THAN 1/2%) | View | |
| RYNKOWSKI, GRZEGORZ CRD 306814 | — | Advisory firm Sole prop | — | — | Fees not disclosed | View | |
| SACRED HEART INVESTMENTS CRD 125743 | — | Advisory firm Sole prop | $0 | 0 total employees | Percentage of AUM; Hourly charges | View | |
| SCOUT FINANCIAL PLANNING CRD 139591 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| SEA BREEZE ANALYTICS CRD 307228 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM | View | |
| SEFTON FINANCIAL PLANNING CRD 166187 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| SEMINARS FOR THE ADVANCEMENT OF FINANCIAL EDUCATION CRD 112993 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM | View | |
| SENTINEL FINANCIAL CRD 174324 | Freedom, NH | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHORTER, ALDEN M CRD 317804 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |