Advisory firmSole propWebsite listed
RANDALL P MARTIN
AUM
$13.0M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Search advisors
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
PAUL R. KOPEY & ASSOCIATES
AUM
$12.7M
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
Advisory firmSole propWebsite listed
GRAND ARBOR ADVISORS
AUM
$12.5M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
MARATHON WEALTH INCORPORATED
AUM
$12.4M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$12.2M
Based in CA
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
WELLTH FINANCIAL PLANNING
AUM
$12.2M
Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
26-50
Fees
Fixed fees
Advisory firmSole propWebsite listed
NET WORTH ADVISORY SERVICES
AUM
$12.0M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Advisory firmSole propWebsite listed
WILLIAM J. SUMSKI
AUM
$12.0M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
Team
1 employees
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
PURPOSEFUL STRATEGIC PARTNERS
AUM
$11.8M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
LYONS ASSET MANAGEMENT
AUM
$11.1M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
AUM
$11.0M
Based in CA
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM
AUM
$10.8M
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$10.7M
Based in AL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
AUM
$10.3M
Based in NC
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$10.2M
Based in MD
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$10.0M
Based in IL
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
—
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
DRUCKER, DAVID J. DBA SUNSET FINANCIAL MANAGEMENT
AUM
$9.9M
Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
1-10
Fees
Fixed fees
Advisory firmSole propWebsite listed
EASAN KATIR WEALTH MANAGEMENT
AUM
$9.8M
Single-office firm
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
Advisory firmSole propWebsite listed
MONTECITO INVESTMENT STRATEGIES
AUM
$9.7M
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
YOUNG FINANCIAL & INSURANCE SERVICES
AUM
$9.7M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$9.3M
Based in FL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
LAJALA & ASSOCIATES
AUM
$9.2M
Single-office firm
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
LANE ASSET MANAGEMENT
AUM
$9.0M
Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
MARKLE WEALTH MANAGEMENT
AUM
$8.9M
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges