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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

HIGHPOINTE WEALTH

AUM

$24.1M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

WHITE PINE INVESTMENTS

Wolfeboro, NH

AUM

$24.0M

Based in NH
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

SHERWOOD FINANCIAL MANAGEMENT

AUM

$23.9M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ABUNDIT WEALTH

San Jose, CA

AUM

$23.8M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

TORRE FINANCIAL

AUM

$23.2M

Single-office firm
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Publication of periodicals

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

CHURCH CAPITAL

AUM

$23.0M

Single-office firm
Wealth MgmtRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

WEALTHDEVS

AUM

$22.9M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ALG FINANCIAL

AUM

$22.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

OAKLEAF ASSET ADVISORS

AUM

$22.1M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

OAK PEAK FINANCIAL

Menlo Park, CA

AUM

$21.9M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-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

J. DYHR CAPITAL

AUM

$21.0M

Single-office firm
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

HOLT INVESTMENT ADVISORS

Manhattan Beach, CA

AUM

$20.6M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmSole propWebsite listed

INTEGRATIVE FINANCIAL STRATEGIES

AUM

$20.0M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Commissions

View detailsVisit website
Advisory firmSole propWebsite listed

WOOD J D & CO

AUM

$19.9M

Single-office firm
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

TAXDUDE FINANCIAL ADVISOR

AUM

$19.8M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

HERNANDEZ FINANCIAL

Sunnyside, WA

AUM

$19.5M

Based in WA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

FINANCIAL PLANNING CENTER

Amherst, NY

AUM

$19.4M

Based in NY
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
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