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
AUM
$19.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$19.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
AUM
$18.8M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
AUM
$18.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
AUM
$18.4M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
AUM
$18.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$18.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
AUM
$17.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$17.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
AUM
$17.1M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
AUM
$17.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$16.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$16.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$16.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
AUM
$16.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; INSURANCE ,LIFE, HEALTH,DISABILITY
AUM
$15.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$15.5M
Team
—
Clients
26-50
Fees
Hourly charges; Commissions
AUM
$15.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$14.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
AUM
$14.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
AUM
$14.2M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$13.7M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$13.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$13.4M
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees