Search 30,000+ Investment Advisers

Updated April 2025

34,343 advisers found

Filing Fed Name Start ▲ Empl AUM AUM3y%∆ Eqt Muni
2024-04-02 F BAXTER INVESTMENT MANAGEMENT 1959-05-01 7 915,112,236 6 722,938,666 9,151,122
2024-03-20 F J.M. FORBES & CO. LLP 1960-05-06 20 1,193,376,004 2 656,356,802 11,933,760
2025-01-23 F ARGUS INVESTORS' COUNSEL, INC. 1960-12-16 9 164,146,702 -2 151,014,965 0
2024-03-14 F THE WINTHROP CORPORATION 1961-02-24 17 0 0 0 0
2024-10-01 F MAIRS & POWER 1961-11-15 50 10,955,173,825 -12 3,734,800,366 143,646,167
2024-03-22 F PEGASUS ASSET MANAGEMENT INC 1963-05-25 5 411,619,888 7 209,926,142 12,348,596
2025-02-20 F EDWARD JONES 1963-10-24 29,003 824,988,034,503 26 280,495,931,731 8,249,880,345
2025-03-03 F CITIGROUP GLOBAL MARKETS INC. 1964-02-23 7,830 40,516,482,275 -8 12,154,944,682 3,646,483,404
2024-06-05 F CHASE INVESTMENT COUNSEL CORPORATION 1964-03-05 7 354,779,952 1 179,123,937 0
2025-02-27 F J.P. MORGAN SECURITIES LLC 1965-04-03 7,685 249,730,934,760 9 57,438,114,994 34,962,330,866
2024-03-29 F H.M. PAYSON 1966-01-15 33 6,955,171,652 3 0 0
2024-10-02 F NEUBERGER BERMAN BD LLC 1966-01-26 1,094 0 0 0 0
2025-01-21 F NEVILLE, RODIE & SHAW INC 1966-12-02 13 1,919,850,395 3 1,497,483,308 76,794,015
2025-03-05 F FIDUCIARY COUNSELLING INC 1966-12-07 91 9,504,938,311 -17 759,414,717 0
2025-02-14 F CHURCHILL MANAGEMENT GROUP 1967-02-15 55 10,083,906,150 27 9,316,840,526 100,181,080

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