Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing ▼ Fed Name Start Empl AUM AUM3y%∆ Eqt Muni
2025-03-22 S VIENTO FINANCIAL GROUP, LLC 2024-03-02 2 44,484,280 0 0 0
2025-03-22 S JASON JANES WEALTH MANAGEMENT, INC. 2021-10-12 2 42,376,291 0 0 0
2025-03-22 S BUTLER FINANCIAL SERVICES, LTD. 1992-02-06 2 39,069,748 0 0 0
2025-03-22 S WAY STREET FINANCIAL, LLC 2024-04-30 5 32,000,000 0 0 0
2025-03-22 S VENN WEALTH & BENEFIT SERVICES, LLC 2004-03-08 4 30,927,886 0 0 0
2025-03-22 S MILLENNIAL WEALTH MANAGEMENT, LLC 2016-10-12 1 29,986,961 0 0 0
2025-03-22 S ONE WEALTH PLANNING LLC 2024-02-14 1 29,075,891 0 0 0
2025-03-22 S A & P WEALTH MANAGEMENT 2015-08-28 1 28,196,256 0 0 0
2025-03-22 S MCCURDY & ANDREW INVESTMENTS, LLC 2017-03-20 2 24,898,637 0 0 0
2025-03-22 S THE DAVENPORT FINANCIAL GROUP, INC. 2016-03-04 1 24,784,204 0 0 0
2025-03-22 S PI WEALTH PLAN LLC 2018-10-04 1 23,164,928 0 0 0
2025-03-22 S SANSOTERRA GROUP LLC 2021-03-15 1 22,775,732 0 0 0
2025-03-22 S LACH FINANCIAL 2011-07-12 1 21,452,882 0 0 0
2025-03-22 S PROVISION FINANCIAL PLANNING 2019-08-21 2 21,391,400 0 0 0
2025-03-22 S MOUNTAINPOINT INVESTMENT ADVISORS 2020-02-13 1 18,859,556 0 0 0

ADVDB.CO • AUM IN BILLIONS • % CHANGE CAPPED AT 10,000% • SMA AUM NOT AVAILABLE FOR MOST STATE ADVISERS • SOURCE: SEC FORM ADV